Customers book test drives from your website. Your salesperson appraises the trade-in on a tablet, the credit application goes to your lender’s own account with only what they need, and the decision comes back with the buyer’s order ready for the customer to sign.
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The car, the day and the time, and whether they have a trade-in. Your salesperson gets it by email.
VIN, mileage, condition, photos and your offer, saved to the deal.
The signed application goes to the lender’s own account with only what they need; the decision comes straight back.
The rate, term and payment filled in. The customer signs on their phone and you get the PDF.
Applications and decisions move between your account and the lender’s by themselves.
Each hand-off sends just the answers the other company needs.
Credit consent and the buyer’s order are saved with the date, time and exact wording.
A tablet in the showroom where one customer after another fills in a form; it starts fresh for the next person.
Status, who has it, notes and the full history, plus a contact record for every customer.
Service bookings, body shop estimates, and card payments through your own Stripe or Square.
Start free for 14 days, no card needed. Automations (the salesperson email, the buyer’s order sent by itself) come with the Business plan and up. Hand-offs to your lender are on the Custom plan; talk to us to set them up.
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