Our Solution

Our automated client intake and management CXM is the perfect solution to manage client intake from outside industries.

Collaboration with external retailers presents a compelling opportunity for business growth.

Customer Focused Solutions

Mission: Simplify complex financial processes.
Approach: Tailored solutions with scalability in mind.
Focus: Systemize processes into scalable models.

Process Problems Solved

Appointments Booked

Client Transparency – Communication

Dealer Transparency – Communication

Vehicle Credit Pre-Qualification Options

Document Delivery

User Friendly Interface

Intuitive easy-to-use.

Click and go!

Onboarding Problems Solved

Training and Onboarding – Online!

Onscreen Training and Support!

“Developed by car people for car people!”

Fred G Founder and CEO

Part of the team!

Is chasing after customers and dealership staff really the best use of your Trustee’s time?

Our automated software streamlines your teams valuable time.

Intelligent Business Solutions