eContracting for Westlake Financial

IN THIS ARTICLE:

  1. eContracting for Westlake Financial/Western Funding
  2. Regular eContracting Walkthrough Video
  3. Remote eContracting Walkthrough Video
  4. Additional Resources

 


eContracting for Westlake Financial and Western Funding

eContracting streamlines your paperwork process and gives your customers the convivence of eSigning documents. eContracting means deals get funded faster and you get paid faster. Paperwork you’d normally have to print and send to Westlake or Western Funding can instead be quickly, easily, and securely eSigned. – and instantly received by your lender.

You also have the option for remote eContracting for customers who are not at your dealership.

To start eContracting on a deal, choose the Print/eContract option on the side menu. This will bring up the Print Forms/Packs window. Here, look for the blue eSign option.

Start_eContracting.gif

 


Regular eContracting Walkthrough Video

Westlake Financial and Western Funding offer eContracting in DealerCenter, which means paperwork you’d normally have to print and send to your lender can now be quickly and securely eSigned – and instantly received by the lender.

IN THIS VIDEO:

  • Starting an eContracting session on a deal: 0:25
  • Complete additional information window: 0:49
  • Dealer signing session: 1:08
  • Buyer signing session: 1:50
  • Completely the signing session: 3:18
  • Printing additional documents: 3:50
  • Final step of submitting the deal with stips: 4:00

 


Remote eContracting Walkthrough Video

The Remote eContracting option lets buyers who aren't physically at your dealership (for example, in another state) eSign from a computer or tablet. Remote eContracting requirements:

  • Buyer is not at your dealership
  • Buyer has access to email and a computer or tablet
  • eContracting process and eSigning does not work on a mobile phone

IN THIS VIDEO:

  • Remote eContracting overview: 0:00
  • Starting eContracting on your deal: 1:05
  • Selecting At Dealership vs. Remote signing: 1:20
  • Additional Info for Faster Funding page: 1:25
  • Dealer signing session: 2:05
  • eContracting status on Funding Page: 3:12
  • Buyer emails: 3:25
  • Buyer signing session: 4:15
  • Final step of submitting the deal with stips: 6:20

 


Additional Resources

Doing a Westlake Financial deal