HELPING BROKERS TO MAXIMISE REVENUE

DealTrak is a platform that efficiently connects motor and asset finance Brokers to a wide range of Lenders, helping to maximise proposal flow and quick deal placement

INCREASING EFFICIENCY

Transforming the performance of your brokerage by freeing your team from time-wasting admin and
re-keying of information

ENSURING COMPLIANCE

Keeping you and your team on track with FCA regulations and GDPR, throughout the entire process

MANAGEMENT REPORTING

Use the insights from the DealTrak platform to unearth actionable information from inside your entire business operation

THE WIDEST LENDER PANEL

The vast majority of F&I partners are already integrated into the platform, offering options for a variety of types of buyer

COMMUNICATE DIRECTLY WITH YOUR PARTNERS

Use our integrated communications module to communicate with all of your partners, easily and effectively through the DealTrak platform

ENHANCE YOUR DEALER NETWORK

Enhance your network of dealers with a Broker branded version of our industry-leading platform

ADDITIONAL REVENUE OPPORTUNITIES

Add insurance and other value added products directly from the DealTrak system, maximising the performance of your business

INSIDETRAK: CUSTOMER INSIGHT DATA FOR BROKERS

Save time, increase efficiency and provide a better service by accessing your customer's credit file directly from DealTrak

Increasing your F&I efficiency

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• Propose to multiple Lenders, only keying information in once

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• View multiple Lenders and packages on one screen

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• Soft search facility to increase the 1st time acceptance of proposals

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• Vehicle information search

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• Lender documentation returned into the system

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• Prompts for missing information to ensure efficient proposal submission

Ensuring compliance

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• Covers both Consumer Credit and General Insurance compliance

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• Offer products in line with TCF practices

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• Set your own validation rules

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• Display lender decisions within the platform

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• Restrict areas of the system by user or role

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• Processes fully recorded and auditable

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• Integrated demands and needs questions

Management reporting

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• Increased visibility of business critical information​

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• Comprehensive reporting suite, tailored to the needs of your business

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• Understand exactly how your brokerage is performing

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• Monitor the effectiveness of varying channels of introduction

Enhance your dealer network

• Integrate DealTrak into your own branded environment

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• Benefit from our API integrations with other popular systems in use at dealerships today

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• Lose none of the benefits of the DealTrak platform

Communicate directly with your partners

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• Communicate directly with your network of customers and partners

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• Utilise integrated SMS and email functionality
   

• Create and utilise an unlimited number if templates ensuring a user friendly customer journey

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The widest lender panel

• Integrations with the majority of UK Lenders
   

• Around 4 million proposals accepted through the platform every year
   

• New integrations coming on board regularly
   

• Deeper integrations, with added functionality happening throughout the year
   

• 65 lenders integrated and counting

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Additional revenue opportunities

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• Add insurance and other value added products directly into the proposal
   

• Maximise your revenue potential across every deal
   

• Several leading insurers integrated into the platform

InsideTrak: Customer Insight Data for Broker

• Integrations with the majority of UK Lenders
   

• Around 4 million proposals accepted through the platform every year
   

• New integrations coming on board regularly
   

• Deeper integrations, with added functionality happening throughout the year
   

• 65 lenders integrated and counting

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InsideTrak: Customer Insight Data for Brokers

InsideTrak data consists of:​

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• Full name

• Address history

• Primary and Secondary customer details

• Summary of credit account information, including previous searches

• Electoral roll history

• Household associations

• Linked addresses

• Full breakdown of public information, including CCJs

• Full credit account detail

How you'll benefit​

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• Customer's credit file returned directly into DealTrak

• Spend less time moving between systems

• All information accessible in the same place

• Save time, money and hassle

• A more efficient, streamlined, workflow