Every step of the processtaken care of
Since 2003 the DealTrak Broker system has been our flagship system, as the most comprehensive system available to motor and asset brokers in the UK.
The system offers a whole host of Proposal Management options including electronic links, introducer management, text message campaigns, letter generation and in-depth reporting
DealTrak Broker is the UK's leading Broker back office system. It manages inbound finance applications from dealers or web right through the whole process.
It's key features are:
- Ability to search previously inputted proposals
- Links electronically to all lenders and insurers
- Build work logs and queues
- Communicates with customers and dealers by SMS, email and letter
- Monitors conversion and penetration rates
- Send bulk email and text campaigns
- Tracks individual lead sources
- Monitor profitability
- Exports data to Microsoft Excel
- Produces commissions statements
- Improves turnaround times and efficiencies for dealers and lenders alike
