Manage credit, finance, and compliance further upstream in the sales process with automated, digitized processes.
Save on processing time with application details and streamlined bank approvals displaying within the DealerSocket CRM.
Add a secure credit application to your website or send it via a mobile-friendly text or email link. Each data point within the application is securely pushed line-for-line back to the DealerSocket CRM, reducing the need for duplicate data entry.
Accelerate the sales process with soft credit checks. Get the validation you need to ensure you’re presenting an accurate, approval-ready deal structure without impacting the consumer’s credit score.
Credit approvals are easy with push-button integrations that seamlessly pass data to lending portals like RouteOne or DealerTrack and on to the DMS with one click.
Get credit decisions, reports, and new credit application completion details within the CRM – they'll display automatically with notifications to alert you.
Ensure you've gathered consent, presented the proper disclosures, and run required identity verifications. A digital audit log of credit processing times, dates, and associated users is easily-accessible from a centralized compliance portal.
Manage the entire credit process from your DealerSocket CRM Credit & Financing tab. With integrated customer relationship management and crediting features, you can easily collect customer information, automate prequalification using custom business rules, increase customer trades with an easy-view of loan and lease details, and follow applications through the approval process.