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Adding Trade Lien Holders

Autosoft -

The system will allow you to create a list of lien holders that can be accessed when adding trade vehicles to a deal. In the event that there is a lien on a trade vehicle, you can select the appropriate lien holder. This ensures there is a record of whom your dealership needs to pay to obtain the title for the vehicle. 

Step 1. Click the Setup Application button in the left navigation panel. The Dealership Information screen will open.

Step 2. Click the Sales button above the Dealership Summary card. A drop-down menu will open.

Step 3. Click Trade Lien Holders. The Trade Lien Holder Search screen will open. 

Step 4. Click the New Lien Holder button in the upper-right corner of the screen. 

Step 5. The Add Lien Holder pop-up will open. The Active toggle will be selected in the upper-right corner of the pop-up. Do not change this setting. Enter the lien holder's name in the Name field (required), followed by an address and phone number.

Step 6. Click Save and Close. The lien holder will appear in the Trade Lien Holder list. 

 

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