Dealer Setup > Dealer Setup Screens

The Dealer Setup > Plans screen contains information about all plans set up for dealers at your institution.

This screen is used to set up dealers, fees, participation/rebate discounts, or customized data with individual plans. After plans are established on this screen, the information will be sent to the GOLDTrak PC and eGOLDTrak programs for your institution's dealers. The selected dealers can then offer their customers those loan financing plans.

The Plans screen can be used to:

•Search for an existing plan

•View or modify an existing plan

•Add a plan to a manufacturer, product, or dealer

•Create a new plan

•Create a new plan by copying another plan

•Activate or inactivate a plan

•Review and modify plan relationships

For more information about the tabs and fields on the Plans screen, see Plans Screen Details.