1. Complete the Application2. Complete the Repair3. Update the Repair Order4. Customer E-Signs Their Loan Documents5. Close out the Transaction, Get Funded

Now offers

Credit cards aren’t for everyone. Now your customers have another way to pay for service. This simple interest, 12-36 month loan approves customers down into the mid-500s. Every approved customer can pay off Interest Free within 60 Days. This is great for big tickets – CFS can finance up to $7500!

5 Easy Steps

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If you run a customer through a credit card application and they get declined, you will be prompted with a Secondary Credit Application. • Click Yes on Would you like to apply for CFS.

2. Go to the CFS Application

Go to File > Credit Application > CFS > Credit Application

3. Try CFS after another credit Application Decline

1. Click the CFS First Mile desktop shortcut

3 Ways to Apply for CFS

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STEP 1

Enter the Verification PIN and click Next

The Application

Make sure you check each customer’s drivers license

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Fill out the application with the customer. Some of the fields will pull in if this was a private label card decline. Important Notes:• Mobile Phone is required and must receive texts• Email is required for delivery of preliminary account details and final

DocuSign forms*Once the application is filled out, click the next button at the bottom and the customer will receive a text with a 6 digit Verification PIN which is required to proceed.

STEP 1

Application Decision

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• Check the authorization box and click Submit Application• A decision will return. If approved, you will want to note the Order ID and

Transaction ID to pull this back up later and make updates. If you forget, a lookup is available in the CFS Application Status Training Document, Appendix A.

• Once submitted, the customer will receive an email from CFS with login information to review their loan options, including interest rate, approval amount and length of term options. They can NOT complete the DocuSign until after the repair is complete and the system has been updated.

STEP 1

Once you have confirmed that the customer has qualified and plans to use CFS towards the cost of their repair, complete work on the vehicle. Do this before you update the system, because once you proceed the amounts are locked down.

Complete the Repair

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STEP 2

Update Repair Order

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Make sure the repair is complete before you do this!• Go to File Credit Application CFS Update Repair Order

• For assistance with looking for the status of the loan application, please refer to the CFS Application Status Training Document, Appendix A.

• Enter the Repair Order ID (Invoice Number), Repair Dates and Total Cost of the repair (which may be more than the loan amount).

• The Repair Order Update Confirmation screen comes up, in the Accepted box, click OK.

STEP 3

• As soon as you update the Repair Order, the customer will receive an email that their Loan Documents are ready

• They must click the link in their email or the text message they receive and e-sign the Loan Documents to process the transaction

• You will look up the Application Status in the CFS Application Status Training Document, Appendix A to confirm the customer has signed their Loan Documents

Now it’s the Customer’s Turn

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STEP 4

Complete the Sale

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If the Application Status says the customer has signed their Loan Documents, you will be able to process the sale!

• If using an integration, complete theinvoice like you normally would (launch 1st

Mile from within your POS System).

• If non-integrated, launch the 1STMILE Sale Screen like you would for a Visa transaction. See below for non-integrated.

• Click on the Lookup button next to Swipe below.

• Select CFS from the Card Type dropdown

• Lookup and select the customer in the Application Search box as you did to find status (see the CFS Application Status Training Document, Appendix A).

STEP 5

Wasn’t that easy?

Transaction Complete!

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If the amount the customer chose to finance is less than the Total Amount, you will see a notification that tells you there is a balance to collect from the customer. Make sure that balance is settled before you release the vehicle. Once Processed, funding will appear in your account two days later.

Status of the loan application can be checked through the CFS Application Status Lookup menu to make sure it’s complete (CFS Application Status Training Document, Appendix A).

STEP 5

• To look up the status of the application, go to File>Credit Application>CFS>Application Status and click Lookup

• Click Lookup again, find the application, then Check Status

• The status will be written in the Application Approved box

APPENDIX A: CFS Application Status Training Document

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1. The customer is approved!Next step: do the work, then update the Repair Order in 1stMile

When you click Check Status, these are the different responses you could see.

2. The work is done and Repair Order is updatedNext step: the customer clicks the link in their email and e-signs their Loan Document

The customer e-signed their Loan DocumentNext step: Close out the sale

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APPENDIX A: CFS Application Status Training Document

• Open First Mile application• Go to File > Configure• Under the General tab, check the

box Allow Account Lookup for Sales• Under the Credit Application tab,

select On for Apply for Credit Popupand Yes for Apply for CFS on stand alone credit application decline?

• Click OK at the bottom and you are READY TO USE CFS!

APPENDIX B: Configuration(This may already be taken care of by Merchant Partners software update)

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