1. Lease Origination User Guide
  2. Underwriting
  3. Request Tab
  4. Trade-In Sub Tab

7.7.2 Trade-In Sub Tab

The Trade-In sub screen enables you to add or verify any trade-ins associated with the application. If there is any information regarding an itemized trade-in, use the Trade-In sub screen to enter the details in the system. (This sub screen might already contain information supplied during the application entry process.)

To complete the Trade-In sub screen
  1. Open the Underwriting screen and load the underwriting application you want to work with.
  2. Click Request > Trade-In.
  3. Perform any of the Basic Operations mentioned in Navigation chapter.
    A brief description of the fields is given below:

    Table 7-25 Trade-In

    Field Do this
    Trade-In
    Asset Type Select the asset type.
    Asset Sub Type Select the asset sub-type.
    Year Specify the year of the asset.
    Make Specify the make of the asset.
    Model Specify the model of the asset.
    Body Specify the body of the asset.
    Identification # Specify the identification number.
    Description View the asset description.
    Valuation
    Wholesale Amt Specify the wholesale value.
    Base Retail Amt Specify the retail value.
    Addons Amt (+) Specify the add ons value.
    Pay Off Amt (-) Specify the payoff amount.
    Total Amt = View the total value.
    Valuation Dt Specify the valuation date.
    Source Select the valuation source.
    Valuation Supplement Specify the valuation supplement.
    Edition Specify the valuation edition.
  4. Perform any of the Basic Actions mentioned in Navigation chapter.

Parent topic: Request Tab