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How to Add or Expire Finance Options

Owner feature only!

This article goes over controlling what finance options show up in your MissionControl portal. This includes the following: 

Click the links above to jump to the relevant section.

 

Adding a Finance Option

Note: Finance options under our integrated lenders cannot be added manually, they must be added through an established integration. For more information about financiers we are partnered with, visit the Partnerships section of this help center. 

  1. In the left side navigation bar, tap into 'Company' and select 'MissionControl'.
    1. If you'd like to edit one of your child or grandchild accounts, that can be selected in the top right.
    MissionControl_OpenMissionControlNEW_GIF

  2. Open the 'Add New' dropdown. 
    FinanceOptions_AddNewDropdown

  3. Use the 'Lender Name', 'Type', and 'Term Length' dropdowns to filter your results to the desired categories. 
    FinanceOptions_FilterSearch_GIF

  4. In the drop-down, search and/or select the finance option(s) you want to add. Then press 'Add Finance'. 
    FinanceOptions_AddOptionsNEW_GIF 
  5. When options are added, they will be added without a dealer fee. Before saving, you must add a dealer fee for each newly added option. 
    1. There are additional fields you're able to edit on your finance options. Learn more here! 
    FinanceOptions_AddDealerFee_NewOption_GIF

  6. Once all options and dealer fees are added, click 'Save Finance Changes' in the bottom right. 

    FinanceOptions_SaveButton

Try it out!

 

Expiring a Finance Option

Expiring a finance option will remove that option from all future proposals. To expire an option, click the toggle to the right: 

  1. For the option you'd like to expire, click the toggle on the right. This will set the option as 'Inactive' and add the 'EXPIRED' verbiage to the option's display name: 

    FinanceOptions_ExpireOptions_GIF

  2. Expiring an option will also set the 'Expiration Date', meaning any proposals created after that date will not populate the expired option. If you’d like to change the expiration date to earlier, you can do that by clicking on the calendar icon:

    FinanceOptions_BackdateExp_GIF
  3. You can always re-activate an option by clicking the toggle again. You may need to toggle 'Show Expired' in the top right to view expired options, in order to re-activate them. 
    1. When an option is re-activated, the live date will populate the original date that the option had at the time it was expired. 

    FinanceOptions_ReactivateToggle

 

Learn more about Live and Expiration dates in this article!