Tandem Integration Guide – Autotrader UK Preprod

Select 'Send to lender' in the top right corner of an application.

A quote will only show once any outstanding criteria have been met
When a quote can't be shown because it needs more information, a collapsible section will appear next to the name of the lender in the 'Lenders' section of the application

Selecting the text or the plus symbol on the right-hand side will open a list of links to the missing information
When you choose a link, a window will appear where you can fill in the missing information
Once the missing information has been filled in, the link will disappear from the list

Once an application meets the lender's criteria, you can send it. The 'Send' button will appear on the left-hand side of the 'Lenders' section, next to the lender's name. Once sent, the button will change to show 'sent'.
Payments shown are calculated based on the rate selected during the application

In the Activity feed section of the application overview page, the sent status will display as 'pending verification' until a decision is made. The decision is not instant and may take a few moments to come through
The finance application will return with approval, decline, filter or error

If the application is in 'pending verification' for a while, you can select 'Verify' next to 'Actions' in the 'Sent to Lender' section on the activity feed to manually verify it by completing a 'check status'

Selecting 'Check Status' in the Lender response section of the main application view will manually call the lender to check for a status update. The automatic checks for updates will also still run.
The latest status will be updated in the Sent to lender section next to 'Status' and will show any information you need to act upon to continue the application

Once an application is approved, the status will change to approved in the activity feed
Selecting 'View' next to 'Response' in the Sent to lender section will show the information returned by the lender. You'll be able to see timestamps linked to decision timeframes.

The information in the response includes its status journey, approval information and relevant credit limits.

When a lender approval is created, you can see a full breakdown of what has been approved in the 'Approvals' section on the application or by selecting 'View' next to 'Approval' in the 'Sent to Lender' section of the activity feed.

If an application is declined, the status will change to declined in the activity feed
Selecting the 'response' will show the information returned by the lender, with timestamps associated with decision timeframes

In the 'send to lender' section, Tandem will show as 'Approved' with a timestamp of the approval date.

If you change vehicle or finance figure information, selecting update will send through the revised application information and update the existing application reference. Any changes to personal information will show a 'send' button, which will send a whole new application through, duplicating it.
You can manually create and update any further approvals in AutoConvert
You can record a conversion in AutoConvert once the application has been paid out

Once the application is in a qualifying status (seen in the lender response), it is possible to 'Proceed' with the application (via lender response)
Make sure the bank details are present and the dealership details have been input by setting them as the contact. Prompts will show when these are still needed, and the 'Proceed' button won't be selectable until they are updated.

Once updated, the proceed button will be selectable. This passes the bank details and the supplying dealer's details to the lender to progress the application

If the lender requires any additional proofs, they will be shown in the 'lender information requests' area on the left-hand side of the application.
Once you have obtained these from the consumer and uploaded them to the 'documents' section, select 'Options' and send the relevant proof directly to the lender

Once the customer has completed the E-sign documents, the application will move to a payout-related status, which means Tandem is working through its verification checks for final sign-off
Automation can notify when a consumer has completed their document signing.
The automation trigger is 'lender update received' and the rule is 'update type equals ESignCompleted' and you can then run whatever action you wish, e.g create task

If you need any more help, please raise a ticket on the AutoConvert system or email: support@autoconvert.co.uk