---
title: RouteOne Integration
description: Learn the ins and outs of the new RouteOne Integration
---

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# RouteOne Integration

## Learn the ins and outs of the new RouteOne Integration

 

**To gain access to the RouteOne integration, request access by filling out [THIS FORM](https://share.hsforms.com/1Z85iSbikTQWwTMllXRIOkw1qarr?__hstc=113381016.d1d13b5459b59b44d2461e46f509a5b6.1712842149035.1722271780923.1722282744468.136&__hssc=113381016.14.1722282744468&__hsfp=2087961721).**

**Only one User per Organization is necessary.**

### Sending Invitations Directly Through RouteOne Deal Jacket

 

<iframe width="700px" height="400px" src="https://embed.app.guidde.com/playbooks/2v7XhmNsadtZ9ayFeWs62v" title="RouteOne Integration" frameborder="0" referrerpolicy="unsafe-url" allowfullscreen="true" allow="clipboard-write" sandbox="allow-popups allow-popups-to-escape-sandbox allow-scripts allow-forms allow-same-origin allow-presentation" style="position: absolute; top: 0px; left: 0px; width: 100%; height: 100%; border: none;"></iframe>

 00:00: This video will cover how to send turbopass Bravo invitations through your Route 00:04: 1 deal jacket. 00:06: On the deal manager page find the application and select edit more. 00:11: Then click export application to DSP on the dropdown. 00:16: If you are sending an invitation without a credit decision returned, make sure these 00:20: boxes are selected. Then click export to send the turbo pass 00:24: invitation. 00:26: When sending an invitation with a credit decision make sure to check off the decision 00:30: then click export. It is important to note that a phone number or 00:34: email address is required in the applicant information. 00:39: Your Bravo banking invitation has been sent. 00:43: To view the turbopass report or to check the status of your invitation. 00:46: Click the blue folder icon. 00:50: In the documents section find the turbopass PDF and click the print 00:54: icon to view. 00:56: If the customer has not completed the turbopass the document attached 01:00: will display the turbopass invitation history. 01:04: Once the customer has completed the invitation the generated turbopass 01:08: report will be available and automatically attached to your Route 1 deal 01:12: jacket. 01:14: Thanks for watching.

 

**Step by Step Demonstration**  

![](https://knowledgebase.turbopassreport.com/hs-fs/hubfs/image-png-Jul-29-2024-07-43-54-5959-PM.png?width=688&height=358&name=image-png-Jul-29-2024-07-43-54-5959-PM.png)

**1.** **When an application’s lender credit decision has been returned, exporting to TurboPass becomes available**

**2. Click on the “Edit/More” button and then select *“Export Application to DSP”***

 ![](https://knowledgebase.turbopassreport.com/hs-fs/hubfs/image-png-Jul-29-2024-07-51-55-8694-PM.png?width=688&height=351&name=image-png-Jul-29-2024-07-51-55-8694-PM.png)

**3. Select Export Application & Finance Source Information**

**4. Select TurboPass as DSP TO EXPORT**

**5. Select an Approved Credit Decision**

**6. Click “Export”**

**🚧**It is important to note that the original credit application \*must\* include at least one of a mobile phone number or a valid email address. Without one of those included on the initial credit application, it will be impossible to send a notification to the consumer.🚧

**Once exported, the customer will receive a TurboPass Bravo (Banking) invitation via SMS and email.**

**![](https://knowledgebase.turbopassreport.com/hs-fs/hubfs/image-png-Jul-29-2024-07-55-44-3320-PM.png?width=688&height=293&name=image-png-Jul-29-2024-07-55-44-3320-PM.png)**

- **To check the status or view the TurboPass report, return to the 'Deal Manager' page, select the blue folder icon, then 'Documents'.**
- **If the consumer has completed the TurboPass invitation, the TurboPass report will be attached**
- **If the invitation is not yet completed, the document attached will be the chronological history page of the invitation as seen below** **![](https://knowledgebase.turbopassreport.com/hs-fs/hubfs/image-png-Jul-29-2024-07-59-00-2300-PM.png?width=645&height=371&name=image-png-Jul-29-2024-07-59-00-2300-PM.png)**

 

### **Sharing Reports to RouteOne Deal Jacket**

This feature is for sharing reports that have already been generated through the TurboPass dashboard to the RouteOne Deal Jacket

**![](https://knowledgebase.turbopassreport.com/hs-fs/hubfs/image-png-Jul-29-2024-08-18-45-4164-PM.png?width=667&height=95&name=image-png-Jul-29-2024-08-18-45-4164-PM.png)**

**Once a TurboPass report has been completed through the TurboPass dashboard, click the Share button next to 'View Report'**

**![](https://knowledgebase.turbopassreport.com/hs-fs/hubfs/image-png-Jul-29-2024-08-16-28-8519-PM.png?width=411&height=300&name=image-png-Jul-29-2024-08-16-28-8519-PM.png)**

1. **Select 'Share with Route One'**
2. **Fill in the RouteOne User ID**  
   The Dealer ID will automatically be populated
3. **Search Details**  
   **![](https://knowledgebase.turbopassreport.com/hs-fs/hubfs/image-png-Jul-29-2024-08-16-09-3318-PM.png?width=397&height=370&name=image-png-Jul-29-2024-08-16-09-3318-PM.png)**
4. **Enter the CA Conversation ID**  
   This is necessary to locate the specific Deal Jacket to upload the report
5. **Share Report**

 

Once completed the TurboPass report will be uploaded into the Deal jacket under 'Documents' 

**![](https://knowledgebase.turbopassreport.com/hs-fs/hubfs/image-png-Jul-29-2024-08-24-31-7339-PM.png?width=486&height=259&name=image-png-Jul-29-2024-08-24-31-7339-PM.png)You can always delete the shared report by clicking 'Delete Shared Report'** 

 

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