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