YOU HAVE QUESTIONS?
WE HAVE ANSWERS

A helpful list of the most frequently asked questions and answers from users on the Dealertrack uniFI® platform:


  1. How do I start a Credit Application?
    From the navigation bar on the top of the main page, hover over ‘Create’ and from the drop-down menu click on ‘Credit Application’. Search for your customer by name and click on ‘Find Customer’. Select your customer from the list and you’ll be taken directly to their Deal Jacket.
    If your customer name is not on the list, click on Create New Customer.

    For Business Applications
    : From the navigation bar on the top of the main page, hover over ‘Create’ and from the drop-down menu click on ‘Credit Application’. Select the ‘Business’ radio button on the search screen. Search by the legal business name and click on ‘Find Customer’. Select the Business from the list and you’ll be taken directly to their Deal Jacket. !
  2. How do I run a Credit Bureau?
    If you already have subscription codes set up: From the navigation bar on the top of the main page, hover over ‘Create’ and click on ‘Credit Bureau’ from the drop-down menu. Search for your customer by name and click on ‘Find Customer’. Select your customer from the list and you’ll be taken directly to their Deal Jacket.

    If you have already created the application you can also access the credit bureau tab in the deal jacket.

    If you have bureau provider subscription codes and would like to run credit bureaus through Dealertrack uniFI®, please fill out this form and we’ll get you access within 24 hours: Dealertrack uniFI® Bureau Request Form
  3. How do I add a Co-Applicant to an existing credit application?
    In the customer’s Deal Jacket, select ‘Application’ from the left navigation tabs. Then from the header box on the top, select ‘Add’ in the Co-Applicant section, complete the information and then click on ‘Create’ to update the application.
  4. How do I print my Credit Application?
    All printing is conveniently done from inside of each customer’s Deal Jacket. Select ‘Application’ from the left navigation tabs, and then click on the blue printer icon on the far right of the screen.

    Tip: Always allow pop-ups by disabling your pop-up blocker to enable you to print.
  5. Where do I make administrative changes to Users, or Application defaults?
    For User administrative changes, select the settings gear icon at the top right of the screen and then select ‘User Management’ from the left navigation tabs.

    For Application defaults, select the settings gear icon at the top right of the screen, then select ‘Dealer Setup’ from the left navigation tabs, and click on ‘Credit Application’ from the drop-down.
  6. How do I access Activity Reports?
    From the navigation bar on the top of the main page, select the ‘Reports’ Tab. On the Reports page, under ‘Activity Reports’, select ‘Dealer Activity Report’ to access reporting.

    For summary data across multiple dealerships, additional reports are available under ‘Enterprise Operational & Activity Reports’
  7. How do I change the vehicle in the Credit App?
    In the Deal Jacket, select ‘edit’ in the Vehicle section of the customer header box. A new screen will appear. Change the vehicle information and then click ‘Save’ to update the application.
  8. How do I see a Customer’s Credit Report after 30 days?
    As long as you have Credit Bureau permissions, from the Deal Jacket simply click the ‘Documents’ Tab from the left navigation checklist, and then select ‘Credit Bureau Report’.
    If you don’t have permissions, your store’s Dealertrack administrator (DIO) can provide access.
  9. How do I find out my buy rate?
    After you submit your application, select ‘Summary’ from the left navigation tabs of the Deal Jacket, the ‘Buy Rate’ is located in the ‘Credit Decisions’ section at the bottom of the ‘Summary’ page; or you can directly select the ‘Credit Decisions’ tab to access your Buy Rate.
  10. How do I add the doc fee on the credit application?
    You can set up a default in the ‘Preferences’ tab, located at the top right of the main screen. You can also manually enter it in the application.
  11. Training assistance is always available with the “Walk Me Through” tab on the right-hand side of the main page in Dealertrack uniFI®. Here you can learn all about the workflow through self-paced tutorials.



Here are some additional resources:


Quick Reference Guide:

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