Optimus is Jigsaw Finance’s introducer portal where users are able to logon, generate quotes, submit and manage finance applications. Optimus has been designed in a way so that it can handle most communication between yourselves and Jigsaw.
What can it do?
To login into Optimus you will need 3 things.
All of these will be provided in an email when your account is set up.
You can login and enter your credentials at the following URL: optimus-jigsawfinance.com
Within Optimus you are able to generate quotes and finance illustrations using only a vehicle and cash price. You are also able to combine elements such as deposits, settlements, discounts etc, with the ability of providing an APR you wish to achieve.
To create a quote,
If you’ve successfully created a quote and you wish to save it for a later date, you can save the quote within Optimus.
To do this:
If you’ve previously saved a quote within Optimus and you wish to retrieve it, you can do this by:
The process to retrieve a quote will also apply when trying to view submitted or partial applications.
Within Optimus you are able to submit proposals directly to Jigsaw for them to underwrite. Optimus will also be the central location where you can see status updates, reply to further information requests and even upload and download documents.
In order to submit a finance proposal using Optimus you must first create a quote.
Once your quote has been created you can continue to enter the customer information by clicking the "Application" button at the bottom right of the quote page.
When at the application page, you first must allow the customer to read, understand and agree to the customer agreement.
When completing the finance application, the fields marked with an asterix(*) are required unless otherwise specified. You are also required to enter a minimum of three years employment and address history.
Once you have entered all the customer information you can either click the "Save" or "Review and Submit" button at the bottom of the page.
All proposal statuses will be displayed in Optimus as soon as they happen. If a proposal status changes you will have a new notification within Optimus informing you of the change.
You are able to view the status of a proposal directly from the "Optimus Proposals" page by looking in the "Status" column.
You can also view the status when you view a proposal by looking in the "Proposal Details" table.
When Jigsaw requires further information about an application, you will see this directly in Optimus. A new notification will show in Optimus informing you that there is a new further information request and an automated email will be sent to the relevant Optimus user.
When a new further information request is added, you will see the following table when you view the proposal. This table will only be shown if there is a pending further information request available.
To respond to a further information request all you have to do is:
Jigsaw will then be notified of your response and will process it accordingly.
If Jigsaw requires additional proof documents (driving licence, passport, utility bill etc.) they will be visible within Optimus similar to how further information requests are shown.
When a proof requirement is available you will see the following table when you view a proposal. You will also receive an Optimus notification informing you of the new request.
To respond to a proof requirement request, you simply need to do the following:
Within Optimus you have the ability to download documents as soon as they become available. Whether it be an unsigned lender agreement or payout confirmation, you will be able to access directly from Optimus.
You will also be able to respond to certain available documents by uploading additional documents. For example, you can download an unsigned credit agreement and upload a copy of the signed agreement.
Within the "Available Documents" table you will see:
Replying to documents works in a similar way to proof requirements except you can only upload one document.