Dealer steps to help customers with a Preapproval or Approval from Chase
Follow the steps below to find Chase customers in either RouteOne® or Dealertrack®.
RouteOne:
- Go to “New App” tab and choose “Pre Approvals”.
- Select “Chase” as the Lender.
- Enter customer’s Last 4 of SSN and Last Name. (Approval # can also be used)
- Click “Search” button.
Note :
If you search with Last Name and Last 4 SSN, RouteOne may prompt you to:
- Choose the correct customer from the list. Click “Copy Application” and fill in the rest of the application data before submitting it to Chase.
- Choose the correct customer from the list. Click “Go to Deal Summary,” and RouteOne will provide a fully approved credit application with credit decision details ready for “Deal Refresh” with Chase.
If you search with the Approval #, RouteOne may prompt you to:
- Choose the correct customer from the list. Click “Go to Deal Summary,” and RouteOne will provide a fully approved credit application with credit decision details ready for “Deal Refresh” with Chase.
Dealertrack:
- Go to “Create” tab and choose “Import Deal”.
- Choose Lender Referral by tapping "Start".
- Choose “Chase” as the Lender.
- Enter customer’s Last 4 of SSN and Last Name. (Lender Referral Code can also be used)
- Click the “Search” button.
Note :
If you search with Last Name and Last 4 SSN, Dealertrack will provide an option to:
- Fill in the rest of the application data and submit it to Chase.
- Submit a fully approved credit application with credit decision details ready for “Deal Update” with Chase.
If you search with a Lender Referral Code, Dealertrack may prompt you to:
- Submit a fully approved credit application with credit decision details ready for “Deal Update” with Chase.