Cars, trucks, semis, powersports and marine: the customer and the paperwork on one deal.
Every part of the finance office is on the deal, and every step is written down.
Start a meeting from the deal and send a link. They join from a phone browser: no app, no account.
Dial the buyer, the co-buyer or anyone else, with a keypad for extensions. Who was called, and when, is written down.
One thread per deal. Opt-outs are honoured automatically, and missed calls land in a voicemail box.
The customer answers the finance questions on their own time, in English or Spanish. The answers land on the deal.
A licence and a selfie, checked before the paperwork moves, so the deal is not held up at the last step.
Documents, products, notes and the checklist on one screen, so the store and the finance desk see the same thing.
The customer opens a link on the phone already in their hand. The finance office starts before they sit down, and the interview is answered while the car is being cleaned.
The customer's details are protected the same way whatever they buy. The paperwork around the unit changes, and the deal knows which kind it is.
| Cars and trucks | Semis and commercial trucks | Motorcycles | ATVs and side-by-sides | Boats and personal watercraft | |
|---|---|---|---|---|---|
| Identified by | VIN, 17 characters | VIN, 17 characters | VIN, 17 characters | VIN, 17 characters | Hull number (HIN), 12 characters |
| Read off it | Year, make and model | Year, make and model | Year, make and model | Year, make and model | Model year, from the last two characters |
| Plate question | Asked: new tag or transfer | Asked: new tag or transfer | Asked: new tag or transfer | Not asked: titled, not plated | Not asked: the number stays with the hull |
| Lease | Offered | Offered | Offered | Not offered | Not offered |
| Usage asked | Miles a year | Miles a year, in a truck's numbers | Miles a year | Miles a year | Engine hours a year |
| Bought for | Not asked | Asked: which business it is for | Not asked | Not asked | Not asked |
Four steps, and the store can see all four of them from their side.
The store sends it over or the desk creates it. The checklist starts, and everybody can see where it stands.
Text them, call them, or put them on video from the deal. Send the interview link while they are still on the lot.
Products, documents and notes on one screen. Identity verified, answers in hand, nothing chased twice.
The store sees every step, timestamped. The deal closes with a record of how it got there.
Financing dealers carry real obligations over customer data. These are built into the foundation, not sold as an upgrade.
Separation is enforced in the database itself, on every table, not by a filter somebody has to remember to write.
Who opened a deal, who called the customer, who changed a number, and when. Written as it happens.
Two-step sign-in for staff, sign in with Microsoft if that is how your store works, and roles that decide what each person can reach.
IT and Microsoft 365, dealer compliance and websites, from the same team. Priced on their own: you do not need a plan to buy one, and no plan includes one.
The help desk and the systems behind it.
Call for more details(305) 431-7156
The Safeguards Rule program, run for you.
Call for more details(305) 431-7156
Designed for your store and kept current.
Call for more details(305) 431-7156
The IT, the compliance program and the website together, priced for your store or your group. Tell us how many rooftops and roughly how many people, and our sales team will come back with one number.
One rooftop or a group. Every plan carries your whole team - salespeople, finance managers and the store manager - with no per-seat charge.
The room and the phone.
Less chasing, fewer surprises.
Everything, as it lands.
A screen share of the real product, on the screens your finance office would use. Your people run the deals; we show them how.
