Explore the Financial Account Page in the Finance Console for Automotive App

Milestones

Track key milestones in a loan or lease’s lifecycle, such as title transfer, asset repossession, delinquency, and beneficiary addition. Create milestones directly from the tab, and filter the relevant milestones based on time of occurrence.

Record Alerts

View critical alerts related to payment reminders, incomplete applications, or asset ownership changes.

Details

View key details related to a financial account such as the outstanding amount, amount due, days past due, and status.

Vehicles and Assets

On the Financial Account Party Financial Assets related list, view how different assets and vehicles are related to the loan or lease. For example, a vehicle can be a collateral for a loan, while another vehicle can be the trade-in asset for a lease.

The Vehicle and Asset Titles section lists all the assets along with their titles for the financial information. You can track how ownership has changed over time for a vehicle, the residual value of the asset, and the lien status for each title. The vehicles can be repossessed if the lien isn’t paid off.

Billing Statements

View the list of statements related to a financial account, such as closure statements, periodic statements, and lease statements.

Transactions

View the most recent credit and debit transactions for each loan or lease account along with their description, amount, and date. You can also quickly search for the required transactions based on amount and time filters. You can also search based on keywords from the description.

Relationships

On the Financial Account Parties related list, view the list of all accounts and contacts related to a loan or lease, and their role. For example, a loan can have multiple participants such as an owner, a beneficiary, and a driver.

Addresses

View the list of addresses related to a financial account, such as the billing address or the communication address.

Fees

View the charges and fees related to a financial account, such as processing fees, excess mileage charges, and late payment fees.

Timeline

The Financial Account timeline shows past and upcoming transactions. You can also check the balance on a specific date.

Custom ARC Graph

If the admin has added an actionable relationship center graph to the Financial Account page, you can visualize the different parties and the assets related to the financial account.