Add Finance Company

You can add a new finance company for any financed vehicle through the Edit Vehicle function in Quadra's Vehicle Module.

If you only need to edit an existing finance company, view this page:

Edit Finance Company

1. Open the Vehicles module of the account you plan to edit.
2. Find the vehicle within the list. Under the action menu, click Edit.  
   
3. Under the Ownership section, make sure the Ownership Type selected is Financed.
4. Click Add Finance Company.
   
   
5. Fill out the General tab fields: 
   • Type in the Name.
   • Type the street address in the Street 1, Street 2, and Street 3 fields.
   • Type in the Zip Code then click Lookup Zip Code. The City and State will appear automatically.
   • Type in the Phone Number.
   • Type in the Fax Number.
   • Type in the Email.
6. Proceed to the User-Defined tab and enter additional information as needed.
7. Click Add Finance Company.
   
   The new Finance Company will appear in the field.
8. Continue filling in the Ownership Information:
   • Type in an Effective Date.
   • Type in an Expiration Date.
   • Type in a Description.
   • Type in a Contract Number.
9. Click Edit Vehicle.

To change the contact information for a leased vehicle, view these help pages:

Add New Lease Holder Company

Edit Lease Holder Company