Sales: Auto Calculate Finance Reserve

After many years of requests, the Finance Reserve amount may now be calculated by the system, as long as the Finance Reserve amount is based on a straight percentage of the Loan Amount (Amount Financed).

This improvement appears in only in G2.

To Try this New Feature, users will log into G2 and go to G2 Sales> Finance> Update Finance Quotes, select a Quote that is Financed and has a Finance Company assigned in the Financing tab. Click on the Finalize Quote tab, and then in the Reserve Amount field, enter P2.5, which will calculate 2.5% of the Amount Financed shown on the Financing tab, and place that amount in the Reserve Amount field.

Finance Reserve

Embrace a New Era of Customer Engagement

As you already know, the pandemic has had an enormous impact on everyone, especially consumers. That’s why we’d like to share with you our guide to customer engagement during the pandemic

IDS Guide on Customer Engagement