Release Notes - September 2024

Release Notes - September 2024

Check out the major updates, enhancements, fixes, and new features released in September 2024.

 

• DEAL - TurboPass - Implement Payroll, Utility and Identity Reports
• DEAL - Add Gap, Insurance, Warranty, Service Contract, Theft, Protection, Additional Product Type Filter
• INVENTORY - Licensed-based subscription for Black Booking Mobile subscription

DEAL

TurboPass - Implement Payroll, Utility and Identity Reports

TurboPass currently has an Income verification product that verifies the customer’s income using their bank statements.

TurboPass is releasing its new TurboPass premium product that can verify Payroll, Identity, and Utility verification reports. The Bravo Banking report is also included in the TurboPass Premium subscription.

Only dealers with a Turbo Pass Premium subscription will have access to the new Payroll, Utility, and Identity Reports features.

 

Users can start a finance deal in DealerCenter and input the customer's employment information on the deal entry screen.

 

After submitting the deal to Westlake/Western Funding, users can click on the TurboPass hyperlink on the top header of the deal screen.

 

Users with a Turbo Pass Premium subscription can now access the new features: Payroll, Utility, and Identity Reports.

 

To subscribe to TurboPass Premium, go to My Account in the left navigation bar and the Pay-Per-Use section, add TurboPass Premium to the cart, and then click “Ok” to confirm.

 

A monthly minimum of $125.00 includes 20 customers (unlimited # of reports). After 20, Additional customers are billed at $9.00 each.

 

 

 

TurboPass Payroll Report

Users can select the “TurboPass Report” link from the header of the deal screen. A pop-up screen with an option to “Run TurboPass” will appear on the bottom right hand of the pop-up screen.

Once clicked, a message “Are you sure you want to run a new TurboPass report” will have the user confirm and select Yes or No.

 

 

If “Yes” is selected, the customer will receive a link to connect their bank account to Turbo Pass.

 

The user can resend the Turbo Pass link if the customer does not receive it.

 

While the customer is connecting their bank account to Turbo Pass, the dealer can view the status of this progress by clicking the refresh icon.

 

The dealer must click refresh to view the updated status. In this status, we can see that the customer is in the Employer screen.

 

Below is a sample screenshot of what the customer will see when selecting their Employer Payroll company.

 

In this example, the customer’s Employer payroll company is Truv Payroll. The customer must enter their payroll credentials. After signing in, the customer will receive the “Success” confirmation.

 

Dealers will be able to refresh the view and track the report's status.

 

Once the report is completed, a“ View Report”  button will be available.

 

Once the “View Report” is clicked, the payroll report will open as a PDF in a new tab.

 

Based on this report, DealerCenter will calculate the monthly income. If there is a difference between the stated customer income vs TurboPass Payroll income, the “Apply Income” button will appear.

If the “Apply Income” is clicked, the users will be shown a pop-up message to confirm. For Westlake and Western Funding deals, if “Confirm” is clicked, the new income data will be sent to the lender, and the Buy Programs will recompute with the new income amount information. 

 

All the generated Turbo Pass reports will be saved in the deal files tab.

 

TurboPass Bravo Banking Report

To run a TurboPass report, go to the customer field in the deal screen and click “TurboPass Report.” A pop-up screen will give users the option to run a new report. Click on “Run New” under the “Banking Report” section and then click on “Run TurboPass” to initiate the report.

DealerCenter will have the user confirm with a “Yes” or “No” to run a new report. Selecting “Yes” will send out a link to the customer to connect to their banking institution.

 

Here are the steps for customers to connect their bank account to TurboPass to generate the Bravo Banking Report.

1. Customers will receive a text from the dealership for asset verification.
2. Customers will need to accept the terms and conditions.
3. The customer must give turbopass access to their bank for the verification process.
4. The customer will need to choose their bank
5. The customer will need to log into their bank account
6. The customer will need to give TurboPass access to their bank
7. TurboPass will process the bank information and generate the report
8. TurboPass Bravo Banking report will be available from the files tab of the deal screen or the Reporting section under Customer > Customer TurboPass

 

 

 

Customers can select one or multiple accounts if they have multiple bank accounts.

 

Sample Banking Report.

 

Turbo Pass Utility Report

If the dealership is subscribed to the Turbo Pass Premium product, the users will be able to access the Utility report. To access the Utility report, Users must click on the TurboPass hyperlink from the header of the deal screen in the customer section.

 

 

 

 

 

 

 

After the customer has entered their Utility credentials, the dealer will see the status in DealerCenter.

 

Once the report is available, users can click “View Report,” and the report will open in a new tab. The utility report will also be saved in the deals' files tab.

 

Identity Report

If the dealership is subscribed to the Turbo Pass Premium product, the users will be able to access the Identity report.

To access the Identity report, Users will need to click on the TurboPass hyperlink from the header of the deal screen in the customer section. Check off the “Run New” box under the Identity section and click “Run TurboPass.” This will send a link to the customer.

 

 

The customer will receive a link to capture a “Liveness Check,” which takes a photo of the customer using their mobile device.

Photo ID allows the customer to take a picture and upload their ID to TurboPass.Optional photo ID can be a driver’s license or passport.

 

 

Turbo Pass will verify the customer’s Identity Profile.

 

 

 

 

 

Once Turbo Pass has verified the customer’s Identity, Users can view the report in DealerCenter in the Identity Report section.

 

Sample Identity Report:

 

Add Gap, Insurance, Warranty, Service Contract, Theft, Protection, Additional Product Type Filter

We’ve made an adjustment to how product rates are displayed and returned from the aftermarket providers. Previously, the displayed products/rates returned would be based on the selected product type when the Get Quote action was taken.

Example: Only rates for VSCs were being returned and displayed if the user set the product type as Additional VSC before requesting the quote.

 

A new control has been added to the Product Rating, allowing the user to see rates for all product types from the selected provider.

 

Selecting this will throw a pop-up asking the user for additional inputs that may be needed to retrieve rates for all products. The user will enter the required info and hit submit.

 

The user will then be returned to the Product Rating window, and they can view all available products and rates by selecting the Product Type drop-down at the top of the screen.

 

INVENTORY

Licensed-based subscription for Black Booking Mobile subscription

Dealers who want to access Black Book values on their DealerCenter mobile app need to subscribe to the Black Book Mobile product to get values. Dealers can subscribe to a license or multiple licenses and assign the license to specific users or share the license/licenses among all the users at the dealership.

To manage the licenses, users will need to have admin permissions. To access the settings, Admins need to go to Dealer Settings > Inventory > General > Inventory Management > Books > Black Book.

 

Clicking “Add License” will take the user to the Products screen to subscribe to the Black Book Mobile product.

 

Users can click “Add to Cart” to view a pop-up window to add the licenses/licenses. Dealers can subscribe to up to 5 licenses.

 

Users can see their current license/licenses and choose to set the licenses to be shareable or assigned to specific users. Clicking “Add License” will add the additional licenses, and the users will click “Ok” to confirm.

 

Shared License Access

When “Shared License” is checked, users can share the use Black Book mobile license on their mobile app for a given period of time. The access can be assigned to one user, and other users can request a license transfer if needed.  

 

Assigning a License

To assign a license, click on “Assign”. In the “Assign To” field, users can select from a dropdown list of users at the dealership. In the “Reservation” field, users can assign a certain amount of time to assign the license to the assigned user.

 

Users can click “ Revoke” to unassign the license from the assigned user. 

 

 

Single User Access

Dealers can assign Black Book Mobile Licenses to specific users at the dealership. The” Shared License” check box should not be checked to assign a license. From the dropdown pick list, select the user to whom the license should be assigned.

Only once selected can that user use the specified license #. To unassign, click on the “X” in the user box to remove the license from being assigned to that user.