Please note: Any user with admin permissions can add, remove, or update loan products and dealer fees. Enerflo support can assist with instruction on how to update, but cannot update on behalf of any partner.
Log into Enerflo. Example: partnername.enerflo.io/deals
Go to Settings > pricing > finance options > select the lender whose loan products you need to update the dealer fees for.
If the lender is an integrated lender, click the blue "Sync" button at the top right to sync the most up-to-date loan options and dealer fees.
Loan options that have had their dealer fee manually adjusted will show a little "i" next to the dealer fee amount, indicating the fees have been changed from what was originally synced from the lender.
To adjust dealer fees, click on the product you want to edit, enter the new dealer fee, and click "save."
If there are any products that need to be deactivated, click the status dropdown and change from active to "Archived."
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Use the product targeting feature to manage dealer fee by sales org. For example, if a specific sales org should have higher dealer fees than the rest of your sales orgs, set up a targeting rule and specify the dealer fee delta and products it should apply to.
To update or add non-integrated lender finance options, you will need a rate sheet with the loan products, dealer fees, and payment factors. All products must be manually created and updated.
Example:
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