Digital Deal Jacket is innovative credit portal functionality designed to eliminate common funding deficiencies, speed up payments, and simplify the entire funding experience. With a mobile friendly platform for easy document upload, it harnesses e-signature capability, eliminates the need for printing, and saves you time and money.

Our Connected Solution

Our suite of digital solutions links every touchpoint of the automotive financing journey, creating one seamless and streamlined experience that delivers convenience, efficiency and ease for all users. The agility of our platforms also provides us opportunities to deliver customizable solutions to our partners to fit their strategic and brand goals.

Credit Portal - The Heart of Our Soution

Our state-of-the-art credit portal simplifies the credit process.
Designed with robust functionality, it extends a connected experience not found on any other credit portal in the market.

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Send a link to your customer to access and complete their credit application online; uploads directly into the credit portal.

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Transfer information quickly and efficiently between Lenders.

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Send a link to a customer’s co-applicant to facilitate an easy online application.

Lead Management & Portfolio Platforms

Our Lead Management and Portfolio platforms connect seamlessly with our credit portal to provide that unprecedented experience.

Lead Management Platform

 

  • Capitalize on all opportunities by creating leads from online, walk-in and phone channels
  • Customize your lead distribution channels to best fit your sales process
  • Be available 24/7 with the LM Mobile App
  • Schedule appointments, test-drives and follow up tasks
  • Make a positive impression with templates that look good on any device
  • Manage your lead history with touchpoint tracking and time-stamping
  • Push a lead to our credit platform with one click
  • Track your team’s performance and KPI business drivers
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Portfolio Platform

 

  • Mine portfolio data for new revenue generating opportunities
  • View customer insights to determine buy-up opportunities
  • Customizable communication for targeted customer messaging
  • Receive weekly notifications about customers coming due
  • Turn portfolio records into sales leads with just a few clicks
  • Assign leads to provide new sales opportunities for team members
  • Track appointments and tasks to stay on top of all sales prospects

Digital Retailing

Our mobile-first design appeals to tech-savvy and time-strapped customers who demand a better digital forward car buying experience.

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Platform agnostic solution can be added
to any dealer website

 

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Quickly and accurately calculate payments
based on specific criteria

 

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The only solution that automatically delivers
a credit decision for you

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Seamlessly integrated digital tool designed to
boost dealership performance & efficiency

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Get an accurate value for your trade-in vehicle

Lead Distribution Pipe

Automated system channels high-quality, pre-qualified customer inquiries directly to dealerships,helping them connect with potential buyers efficiently and boost sales conversions.

Concierge Program - Your Virtual Finance Team

Our Concierge Team helps consumers and retailers:

Arrange financing of their digital purchases
Submit deals to Lenders for approval and pursues credit decisions on behalf of the customer
Complete Lender Stipulations
Create Funding Packages
Prepare digital paperwork and contracts
Guarantee the expeditious funding of all contracts
Capture Lender Stipulations and completes Lender Deficiencies

Partnerships

Business partnerships are essential for fostering innovation, driving mutual growth, and creating lasting value in a competitive market.
By customizing our strategy to align with the unique needs and goals of each customer, taq build trusts, enhances collaboration, and
delivers tailored solutions that ensure mutual success.

This adaptability strengthens our relationships and positions our partners for long-term sustainability.

Read More About Our Custom Solutions

Lenders

Integration with leading brands RBC, SCI Lease Corp and iA Financial Services

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Your data is safe.

taq is committed to the highest standards of online security. Our systems and practices are designed to protect networks, devices, programs, and data from attack, damage, and unauthorized access.

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