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Automate Each Step in the Financing Process from Credit Application to End of Term Quoting

Streamline Processes and Save your Team Time, Money, and Energy

How Does the AgentDealer Integration Help Me?


The AgentDealer integration with GreatAmerica empowers dealers to move faster, operate smarter, and deliver a more seamless customer experience. By embedding financing into the sales workflow, it transforms a traditionally manual process into a streamlined, tech-enabled advantage.

  • Create a quote with rates updated daily
  • Submit a credit application through the AgentDealer portal
  • Check the status of a credit application
  • Generate digital lease documents
  • Obtain a digital signature
  • Retrieve daily lease data updates automatically
  • See executed agreements for current customers
  • Submit funding worksheets & funding invoices
  • View invoices
  • Upload documents
  • Create end of term quotes
Blog

Evolving the Sales Workflow:

What to Know About the Enhanced Integration Between AgentDealer and GreatAmerica

GreatAmerica and The Sailor Group, the makers of AgentDealer, consistently work together to help streamline and automate each step in the financing process from credit application to signature. Read about the latest GreatAmerica financing capabilities available through AgentDealer and get started using them today!

Read More

Media

AgentDealer Demo

The below video shows how the AgentDealer integration with GreatAmerica works. 

AgentDealer Demo Videos

Check out the below videos to learn how each of our integrations with AgentDealer works.

View Lease Data

Generate Documents / Digital Signatures

Check Credit Application Status

Submit a Credit Application

Funding Worksheet/Invoice Details

View Agreements or Invoices

Upload Documents

Get Buyout

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About AgentDealer

The Sailor Group is a trusted provider of cloud computing products & services. They are experts in the creation, integration and customization of Software as a Service (SaaS) applications, specializing in the use of Salesforce.com. As an approved partner for Salesforce.com, they have many years of experience and extensive knowledge of the Salesforce.com and Force.com platforms. They help companies of all sizes across many industries to implement, customize and develop solutions to maximize the value of this incredible technology.

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