Lease and Loan Accounts Process Workflow

The following image illustrates sample tasks that administrators and end-users typically perform when managing automotive accounts.


Automotive Accounts Sample Tasks: This image is described in the surrounding text.

Administrator tasks include the following:

  • Create an Asset Finance Produce

  • Add a Financial Account

End-user tasks include the following:

  1. View Account Information

  2. View Accounts

  3. View Contact Address Information

  4. View Contacts

  5. View Vehicles

  6. View Manufacturer and Dealer Options

  7. View Originating Dealer Information

  8. View Title Information

  9. Query for Delinquent Titles