Lender match
Drop the credit app and report. The lender board ranks who to send it to and shows cash vs finance with the real numbers.
For independent dealerships
The F&I desk, sales log and payments in one secure place.
Match each customer to the right lender, log every deal with the real numbers, collect pickups and first payments with receipts, and give each person on the team only what their job needs.
Thu
Pickup 1 of 2 · $500.00Deal 5101 · 2019 Accord · South store
Called, pays Friday after 3pm — Maria, Oct 6
TextCallPaid · receiptNote
Paid
Payment 1 of 3 · $389.00Deal 3171 · 2020 Camry · Main store
Set up autopay with the lender — Edgar, Oct 2
Example screen · made-up customers
Everything the office does all day
One app for the desk, the office, the service department and the person collecting payments, on the computer or the phone.
Sales log
Log a deal from the bill of sale and contract. Profit, commissions and the weekly wash-out add themselves up.
Payments
Pickups and first car payments, reminders in English, Spanish or Portuguese, receipts, and notes on every payment.
BHPH accounts
In-house loans paid weekly, every 2 weeks, twice a month or monthly: the balance, what's past due, promises to pay, payoff quotes and receipts.
Service
What's owed from the sale, appointments with reminders, parts orders and each customer's cars and history.
Team access
Invite people by email. The desk sees its own store, a collector sees payments only, service sees the Service screen, and the owner sees everything.
Built to protect customer information
Dealerships handle financial information about their customers. Protecting it is built into how the app works.
- Each person sees only their part. Access is enforced by the database itself, so it can't be bypassed from the browser.
- 2-step sign-in. A 6-digit code from a phone app on top of the password, required for everyone if you choose.
- Automatic sign-out. A computer left open at the desk signs itself out after the time you set.
- Activity log. Who added, changed or deleted each record, and when.
- Credit files stay on your computer. Credit apps, credit reports and bills of sale are read in the browser and never uploaded. Card numbers are never typed in.
- Encrypted and backed up. Encrypted connection and storage, plus a one-click backup file for your own records.
On your phone
Add it to the home screen and it opens like an app.
iPhone
Open this site in Safari, tap Share, then Add to Home Screen.
Android
Open this site in Chrome, tap the ⋮ menu, then Install app (or Add to Home screen).
Straight to work
Print the QR codes in Setup. One scan opens Payments or a document drop box.