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Dealer steps to help preapproved customers with with RouteOne and Dealertrack

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Dealer steps to help customers with a Preapproval or Approval from Chase

Follow the steps below to find Chase customers in either RouteOne^®, or Dealertrack^®,.

RouteOne:

Go to “New App” tab and choose “Pre Approvals”.
Select “Chase” as the Lender.
Enter customer’s Last 4 of SSN and Last Name. (Approval # can also be used)
Click “Search” button.

Note :

If you search with Last Name and Last 4 SSN, RouteOne may prompt you to:

Choose the correct customer from the list. Click “Copy Application” and fill in the rest of the application data before submitting it to Chase.
Choose the correct customer from the list. Click “Go to Deal Summary,” and RouteOne will provide a fully approved credit application with credit decision details ready for “Deal Refresh” with Chase.

If you search with the Approval #, RouteOne may prompt you to:

Choose the correct customer from the list. Click “Go to Deal Summary,” and RouteOne will provide a fully approved credit application with credit decision details ready for “Deal Refresh” with Chase.

Dealertrack:

Go to “Create” tab and choose “Import Deal”.
Choose Lender Referral by tapping "Start".
Choose “Chase” as the Lender.
Enter customer’s Last 4 of SSN and Last Name. (Lender Referral Code can also be used)
Click the “Search” button.

Note :

If you search with Last Name and Last 4 SSN, Dealertrack will provide an option to:

Fill in the rest of the application data and submit it to Chase.
Submit a fully approved credit application with credit decision details ready for “Deal Update” with Chase.

If you search with a Lender Referral Code, Dealertrack may prompt you to:

Submit a fully approved credit application with credit decision details ready for “Deal Update” with Chase.

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Dealer steps to help preapproved customers with with RouteOne and Dealertrack

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