Manage finance customers, documents, checks and handovers seamlessly, while keeping every broker-dealer relationship organised - in one platform built around the car finance journey.
Request, upload and review documents, generate invoices and DOWs and reduce chasing and repeated back-and-forth.
Agree on collections and deliveries and confirm the details together, avoiding last-minute surprises when a customer arrives.
Keep customer, vehicle, finance and deal information in one place, so both brokers and dealers always know where each customer stands.
Keep updates, statuses and important deal information easy to access, so brokers and dealers stay aligned without relying on scattered messages, calls and emails.
Manage working relationships, preferences and shared information between brokers and dealers, making each connection easier to maintain over time.
Request and complete the checks needed for each dealer relationship, helping strengthen compliance and trust in your partnerships.
Incorrect invoices and DOWs, missing documents and checks create repeated, messy back-and-forths and hold ups.
Updates and statuses are scattered across emails, messages and calls, leaving everyone unclear regarding what is missing, done and what is next.
When brokers and dealers aren’t aligned on handover, customers arrive before the vehicle or finance is ready, creating avoidable surprises for everyone involved.
Manage finance customers, share documents and stay aligned with your brokers.
Manage customers, dealer relationships and your payouts process.