Index User Guide

Index is a robust cloud-based master data repository built to centralize and optimize your core lending operations. It consolidates key business configurations such as asset catalogs, inventory, programs, rates and profiles for lenders, dealers and partners, all within a single platform. With an intuitive interface, Index features menus like Company Configurations, Lender Configurations, Pricing Configurations, Dealer Configurations, Dealer Management, Inventory Management and User Management, streamlining various processes and ensuring efficient management of lending operations. This guide provides comprehensive instructions to help you navigate and maximize Index's potential for your business needs.

The features that Index provides are described in the following sections.

Company Configurations

In this section, you'll configure the foundation of your company's operations. Company Configurations includes sub-menus such as Company Profile, Asset Setups order Setups, General Setups and Program Setups. These allow you to define essential details about your organization, assets and business rules to ensure seamless functionality across all processes.

To learn more about Company Configurations, see Company Configurations.

Lender Configurations

The Lender Configurations section is designed to manage lender profiles, facilitating the efficient handling of lender information within the system. This feature streamlines the process of organizing, adding and updating lender details to ensure seamless integration with other business functions.

To learn more about Lender Configurations, see Lender Configurations.

Pricing Configurations

The Pricing Configurations section enables the management of essential financial elements related to lending. Through this section, users can define Programs and manage Charts that support key pricing and business criteria, providing flexibility and control over lending operations.

To learn more about Pricing Configurations, see Pricing Configurations.

Dealer Management

The Dealer Management feature allows to create and maintain a network of dealerships. You can easily manage dealer relationships and optimize operations across your dealer network to ensure smooth collaboration.

To learn more about Dealer Management, see Dealer Management.

Dealer Configurations

This menu is where you'll find settings related to your dealers. The Dealer Configurations menu includes Dealer Profile, Dealer Options, F&I Products and Lender Management. These options allow you to customize each dealer's profile, manage their offerings and add Finance & Insurance (F&I) products to their listings.

To learn more about Dealer Configurations, see Dealer Configurations.

Inventory Management

The Inventory Management section enables you to upload and manage your inventory of units. You can associate options with units, update prices and control the availability of each listing, ensuring that all inventory is up-to-date and ready for sale.

To learn more about Inventory Management, see Inventory Management.

User Management

User management system enables subscriber to manage a network of current and new system users efficiently. The user management covers user profile and definition. All users' details are entered and saved here to define a particular user.

To learn more about User Management, see See more.