Adding a Finance Provider in Dealer Studio

Dealer Studio allows you to add and manage finance providers directly from the dashboard, making it easy to display finance options across your dealership website.

This guide walks you through how to add, configure, and manage finance providers in Settings → Finance Providers.

Step 1: Access Finance Providers in Settings

1. Log in to the Dealer Studio dashboard.

2. Select the dealership you want to apply the finance provider to.

3. Navigate to Settings.

4. Click on the Finance Providers tab.

Step 2: Start Adding a Finance Provider

1. Click the New Finance Provider button.

2. Choose one of the available options:

• Taurus

• Manual Entry

• 360 Finance

• Angle

• Nissan Finance

• Powertorque

• Ausloans

? If your provider is not listed, select Manual Entry to add it yourself.

Step 3: Enter Finance Provider Details

The fields displayed will vary depending on the provider you select.

Common Fields

You may be asked to enter or review the following:

• Provider Name
  Automatically filled for predefined providers.

• Interest Rates
  Enter the minimum and maximum interest rates offered.

• Comparison Rates
  Add the applicable comparison rate(s), if required.

• Loan Term
  Specify the standard loan term (usually in months).

• Finance Disclaimer
  Review and update the finance disclaimer text to ensure it accurately reflects the provider’s terms and conditions.

Manual Entry Only

If you select Manual Entry, additional fields may appear, such as:

• Establishment fees

• Deposit options

• Balloon payments

• Other custom finance details

⚠️ Important:
For Manual Entry providers, Finance Deposit can only be configured as one option:

• Fixed Amount or

• Percentage

You cannot use both.

Step 4: Save the Finance Provider

Once all details are entered and reviewed:

1. Click Update Finance Provider.

2. The provider will be saved and added to your dealership.

Step 5: Verification (Optional)

For some third-party providers (such as 360 Finance or Nissan Finance), additional verification may be required.

This may include:

• Running a test transaction

• Confirming the provider is active and available within the system

Managing Finance Providers

You can manage all finance providers from the Finance Providers section at any time.

Available actions include:

• Editing provider details (e.g. interest rates or loan terms)

• Destroy a provider that is no longer in use

Changes are saved immediately and reflected across your dealership where finance is displayed.

That’s it! ?
You’ve successfully added and configured a finance provider in Dealer Studio.