1. Introduction
This guide walks you through the process of submitting credit applications, handling contract validation after funding approval, and retrieving customer contract PDFs.
2. Process Overview
Below is a high-level summary of the process:
Submit Credit Application and get customers to sign the credit application form
Await Volkswagen Credit Funding Approval
Submit Contract for Validation and get approval
Retrieve Validated Contract PDF
Provide PDF to Customer
Upload the edoc
3. Step-by-Step Instructions
Step 1: Submit Credit Application
• Navigate to the Credit Application module
• Make sure fill out the customer basic information from the customer card/deal
First name and Last name
Date of Birth
Work status
Address
Fill out phone numbers
Example
Enter the correct Financial institution to get valid bulletin number and rate
VW/Audi Financial Service, choose a program and bulletin number will pop up automatically
Choose vehicle use purpose from a list of selections:
First payment date cannot be weekends for Bi-Weekly and Weekly
In the deal, only Audi/VW approved products can be funded, other products such as tricor/SAL can’t get funding and they have to go to the upfront section to be prepaid. Please select products from sidebar Audi/VW section
• When deal is ready, click send to VCI button to review all the missing information
- Personal info is read-only in the tab but you can always go back to deal to edit, this is to make sure your customer’s tax region is properly calculated from the deal page before sending to VCI for funding
- Fill out residential history & garage address by hit “add previous address”
(residential address is required for all deals, and garage address is required for all LEASE deals)
- If a customer is working, fill out work history ( Please include work history in the past 2 years, otherwise cannot go through Deskit-VCI process)
- If a customer is unemployed/retired, please make sure they have at least one other income
- Reference is optional
- Privacy is for marketing purposes
- For QC only, there are QC disclosures that must be disclosed and consented to submit the credit application.
Submit to Volkswagen Credit for review
Step 2: Monitor Funding Approval
• You will receive a notification via email when funding is approved/withdrawn/declined.
• You may also check the application status manually from the deal ledgers or VCI pop up
Step 3: Submit Contract for Validation
• You can only submit the contract when credit app is approved, otherwise will receive error/failed
• Once funding is approved, go to the “Contract Submission” section
• Fill out vehicle insurance
• Excess km charge cents is required for lease deals
• Submit the contract for data validation
• Receive approval/declined status from VCI
Step 4: Retrieve Validated Contract PDF
• After successful validation, a downloadable contract PDF will be generated with contract ID printed on it (successful contract ID should be combined with application number and a “.” after it)
• If customer information is modified and deal numbers are changed, needs to go back to the credit app to resubmit the credit app then resubmit contract only when credit app is approved.
• If customer needs French version of contract, please go to language setting to change your current language, then go back to VCI contract tab to resubmit the contract validation to get French contract.
This PDF includes all pages of the signed contract, including any addendums or supplemental forms.
Step 5: Provide PDF to Customer
• Ensure the customer reviews and signs any final delivery receipts if applicable.
Common Issues & Troubleshooting
Issue |
| Solution |
Contract validation failed |
| Review error messages – common causes include incorrect bulletin number or excess km charge and etc,. Make corrections if needed or call deskit support for calculation issue |
download contract doesn’t have contract ID |
| Contract validation is still in pending |
Funding status not updating |
| Refresh the status page |
Step 6: Submitting eDoc
• Users will be able to see the whole eDoc section after submitting contract at least once
• Please do not start with edoc process until the contract is finalized, as once user start uploading on edoc, any changes in the deal & contract will not be revalidated. You can change the deal and resubmit contracts multiple times when the edoc is under Awaiting/Preparing status.
• To begin with edoc process, please read the acknowledgement first and accept it to move forward
There will be a list of required documents from VCCI and please upload all required documents to be able to submit
Files cannot be larger than 10 MB
Large files will take more time to upload & submit
Submit and funding status will become sent/received
• If some of the docs did not pass the validation, they will be under held status with specific reasons and need to be corrected all together and resubmitted
• Once the deal is booked, the operation column will be hidden
