Integrations

What is the benefit of the lender integration?

The benefit of a lender integration is that you can run credit within the Solo proposal without opening additional tabs or the lender portal. You can get an on-the-spot response on whether a customer is approved or not. If approved you can send loan docs right then and there!

There is also the benefit of not having to manually update finance options and their associated dealer fees.  Updates are automated and all the customer will need to do is review the updates and ensure they match with what options on their lender rate sheet or what shows in their lender portal.