Deal Builder: Setup guide
Meet evolving buyer expectations and maximise your conversion by offering a seamless omnichannel experience.
Use this guide to successfully get started on Deal Builder and configure it best suit your systems and processes.
Need a reminder?
Setup Checklist
Check your finance rates are up to date
Double check your finance rates are up to date. Reach out to codeweavers directly or contact our support team on 0345 111 0002.
Let us know which lenders you work with
Certain lenders are fully integrated with Deal Builder. If you’re an FCA approved retailer and you work with one of these integrated lenders, your customers can have the option to complete a full finance application within the Deal Builder journey.
Let us know if you work with one of our integrated lenders so we can get you setup with full finance applications on Deal Builder.
Give your Account Manager a call or reach out to us on 0345 111 0002 if you'd like to update any of your lender information.
Ensure your Home Delivery settings are up to date
If Home Delivery is configured, Deal Builder gives your customers the option to select this as a handover preference.
Ensure your Home Delivery settings are up to date to reflect your current services.
To do this, go to Account > Business Account > Home Services in your Autotrader Portal and update the information if necessary.
Update your Part exchange preferences
Deal Builder gives your customers the option to add a part exchange to their deal. As default, you will be set up to accept both Cars and Vans through part exchange.
If you'd like to update your part exchange preferences, you can update these in your Autotrader Portal by going to Account > Products > Digital Retailing > Update your preferences to Car, Van or Car & Van.
Brush up on your best practice
Leading retailers are converting 80% of their deals into sales. See how these retailers are getting the most out of Deal Builder with our best practice guide, or take our masterclass to learn how to best manage your deals in just 20 minutes.
Your Deal Builder contacts
To support you throughout this setup process, you have a team of Autotrader colleagues working with you to ensure you're ready to get the most from Deal Builder.
Digital Performance Manager
Performance Managers are your go-to person for anything Deal Builder. They are our product experts.
Account Manager
Your dedicated Account Manager is here as always to support with your performance, best practice and other account questions.