USA Dealer Power Up Binder - Flipbook - Page 44
Finance Instructions
Submit Application
1. Go to SheffieldFinancial.com, click on Dealer section, then access dealer login and enter your username and
password. (Must be registered as a dealer and have completed all three dealer registration steps to login.)
Click on “Login.”
2. Click “New Application.”
3. Complete online application and click “Submit.”
4. After 30 seconds, refresh the website and select the “Status Application” page. If a red O is in the Process box, the
application has been denied. All other indicators will result in a phone call from a loan processor usually within 15
minutes during normal business hours (Monday-Saturday, 8 a.m. - 10:30 p.m. ET and Sunday, 1 - 8 p.m. ET).
Check Loan Status and Print Contract
1. Enter your user name and password (must be registered as a dealer), then click “Login.” On the
Application Status page, you can view limited previous application activity.
2. If the credit application has been Approved, you will see a Green 4 mark in the Process box.
3. To Print the contract, click on the Green 4 mark which will take you to the Complete Application page. On this
page, complete the model and serial number information. Then click “Next.”
4. On the View Agreement page, Print the completed loan contract by clicking the “Print” icon.
Funding
1. Upon approval, Sheffield generates and sends a loan document via fax OR email or uploads it into Dealer Suite.
Dealer and customer both sign the bottom.
2. Fax documents to 800-438-8894 for funding:
- Entire Contract signed by dealer and customer
- Copy of sales receipt (receipt and contract should match exactly and include any down payment or trade-in, less
any fees charged by Sheffield directly to customer)
- For ATVs, UTVs, snowmobiles, motorcycles, personal water craft, trailers and other titled equipment, include a
signed copy of the title application or a copy of the front and back of the MSO, or other legal documents
with “Sheffield Financial, a division of Truist Bank” shown as the first lienholder. It is the dealers’ responsibility to
ensure all lienholder documentation is properly completed. Appropriate documentation
for lien execution of collateral is based on state titling requirements. ***All title/registration/MSO
documentation must be listed in the debtor’s name.***
- Send copies of ancillary/service contracts (extended warranty, GAP, etc.)
- Send a copy of one form of Government issued identification for each debtor on the transaction
3. You will be funded within 24 hours of receipt of required loan documentation.
SheffieldFinancial.com
Sheffield Financial, a division of Truist Bank. Member FDIC.
© 2019, Truist Bank. All rights reserved.
Phone: 800-438-8892
Fax: 800-438-8894
P.O. Box 25127
Winston-Salem, NC 27114
