Platform Onboarding and Deal Gathering Tasks

Platform Initiation Meeting Tasks

• Pre-onboarding questionnaires, forms, GMF, GM payment services, subdomains, training, D2C2 onboarding, pre-production spin-up, and kick-off meeting are all required prior to scheduling
• Assign champions for the platform

User Setup and Roles

• Roles define permissions for users, and user setup assigns roles to specific individuals

Deal Gathering

• Involve asking for funded deals and walking the dealer through deal entry in their DMS to ensure data consistency

Deal Gathering Questions

• Fees (capped or upfront), discounts, number of fees, standard accessories, and free car washes should be asked

GM DRP Deal Validation

• Ensure that GM DRP Deal Validation and Dealer CRM data are identical

Loan Deal Gathering Hidden Items

• Customer Personally Identifiable Information (PII) should not be visible during the loan deal gathering.

Loan Deal Gathering - Data Availability

• If the financed amount or adjusted amount is unavailable in loan deal gathering, inquire about the dealer's DMS for the data

Fee Review Questions

• Determine whether a fee is taxable, applicable to a lease, and a capped or upfront fee.

Default Values Tool

• The "Default Values" tool in Sales Setup defines preset values

Lease Working Cash Toggles

• These features control lease working cash toggles.

Fee Calculation Integration

• DRP uses integration for automated fee and tax calculation.

Fee Types

• Define the difference between capped and upfront fees.

Cap Cost Reduction

• A definition of Cap Cost Reduction is required

Product Enhancement in Next Version

• PEN (Product Enhancement in Next Version) is required

Credit Application Options

• Determine whether the DRP allows users to initiate deals using leads from their CRM
• Check if tax rates are adjustable on a per-deal basis

Loan/Lease Rate Source

• Loan or lease rates are pulled automatically from GM financial. Other lenders use default sales setup rates

iPad Casting Availability

• Check available iPad casting options for F&I menu, document display, car trade-in, and CRM Management in DRP

Deal Sync Initiation

• In DMS integration, initiate deal sync via a button.

GM System Data Provision

• GM System data (inventory, pricing, imagery) for DRP from a supporting system

Vehicle Eligibility in DRP

• Determine if dealers can add vehicles to DRP that are not in their DMS

CarBravo Ineligibility

• Determine ability to mark inventory ineligible to CarBravo in the DRP system.

Recall Information Availability

• Whether vehicle recalls are present within the DRP.

This quiz covers essential tasks for platform initiation and user setup, including onboarding questionnaires, assigning roles, and validating deal data. It emphasizes the importance of data consistency and confidentiality during loan deal gathering. Prepare for real-world scenarios related to GM DRP and deal validation processes.