Where and how do I set Financing Source for CNA?
CNA is now requiring your forms to be set with specific versions approved by your manufacturer lenders. You must set your lender option prior to generating a contract to ensure the contract formulates properly.
We have added a drop-down on your eForms page called FINANCING SOURCE. Use this drop-down to set your manufacturer lender. This drop-down can be accessed by following the steps below.
Discloser for our long-term MenuMetric users:
THE FINANCING SOURCE DROP-DOWN WILL NO LONGER APPEAR WITHIN THE RATING POP-UPS ON THE LAYOUT PAGE!
Financing Sources can be found in 2 different ways. 1. Individual Products or 2. Generate All
If you are choosing to generate all of your product contracts at once using the Generate All button you will need to use Process 2.
1. Individual Products
Go through your deal as usual until you are on your eForms page in 2. Product Contracting
- Select CNA VSC as Sold (Reference Pictures below. Before/After)
Once you have selected your CNA VSC, the Sold box for that product will be filled with a checkmark.
- Select the blue Contract button to the right in the row of your selected product. (See image below)
- After you have selected the contract button, the Contracting Section will show on the right of your screen. CNA Form (Financing Source) will appear at the bottom. (see arrow 1.) You can make the CNA Form field more accessible by scrolling down using this scroll bar. (See arrow 2.)
- To view your financing sources select the drop-down field where it says "Other". (See image below.)
- Your financing sources will appear on a list where you can select the one you need.
- Once you have selected your financing source, you can now generate your contracts!
2. Generate All
Go through your deal as usual until you are on your eForms page in 2. Product Contracting
- Be sure that all of the products you want are marked as sold, you can do so in 2 different ways.
- 1. You can select which column from your menu you are selling in the Column Sold field.
(See arrow 1.)
Be sure to hit the blue Mark as Sold button. (See arrow 2.) - Now the products that you want should be selected below.
2. You can individually select products you want by selecting their Sold box.
Example: - Select CNA VSC as Sold (Reference Pictures below. Before/After)
Once you have selected your CNA VSC, the Sold box for that product will be filled by a checkmark.
- 1. You can select which column from your menu you are selling in the Column Sold field.
- Once you have selected all of the products you are selling, go to the bottom of 2. Product Contracting and press the Generate All button (See image below.)
- This pop-up will appear. Open the CNA Form (Financing Source) drop-box. (See image below.)
- A list of your Finance Sources should appear. Select the desired source.
- Select the blue Next button (See image below.)
- After the system is finished processing, you are done generating your contracts!
- You can confirm by looking at them! Select Display All at the bottom of 2. Product Contracting. The contracts will appear in the Contracting Section on the right of the screen.
