Automate Each Step in the Financing Process from Credit Application to Document Signature
Streamline Processes and Save your Team Time, Money, and Energy
How Does the AgentDealer Integration Help Me?
GreatAmerica and The Sailor Group, makers of AgentDealer, have recently joined forces to help streamline and automate each step in the financing process from credit application to document signature in order to save your team time, money and energy. The GreatAmerica and AgentDealer integration now enable you to:
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
Browse the below FAQs for information on processes, documents and costs for the AgentDealer Integration.
Does GreatAmerica notify me when they receive my credit application?
Yes, when the credit application is submitted through AgentDealer, the automatic response back from GreatAmerica is the application number. That number, unique to GreatAmerica, can be referenced at any point during the application process, as well as duration of the agreement. If you update application information at any time, those updates will be sent over to GreatAmerica.
How do I receive regular lease data updates?
Fields within the contract such as equipment payment, remaining payments, and even buyout and upgrade information will automatically update on a daily basis through this integration. This means there’s no need for your team to reach out and manually request the information you need to enhance and maintain your customer relationships. Instead, they can stay within the AgentDealer system to obtain all of the contract information needed.
I’m already creating the agreements on my own, why should I use the integration to create digital documents?
This integration also facilitates the generation of your GreatAmerica agreement. Manual creation of agreements leads to inconsistencies and wastes valuable time. Instead, rely on one true source of information, AgentDealer, to auto-populate the right information and generate an agreement automatically so the information in your agreement and system always match, making it easier to send for digital signature.
If I send an agreement for digital signature how do I know if it’s been signed?
Once the document has been created within AgentDealer, your team can copy anyone on the email that will need to see, store, or verify the executed agreement. Not only will those copied get an agreement copy emailed to them, but the signer and GreatAmerica will automatically get the executed copy as well, meaning you only have to hit send once.
Why should I take advantage of these integrations?
Think about your process from a customer’s point of view. Does your technology empower you to put your customers at the forefront of your processes? Do your processes reflect you are a technology driven company? After you close the deal, will the customer rave about the ease of doing business with your team? Could you benefit from a time savings? If there is room to improve on any of these areas, this integration can help take the customer experience you provide to the next level, while also helping your team increase productivity.
How Can I Get Started?
You don’t need to be enrolled in all of the GreatAmerica AgentDealer integrations to take advantage of one. For example, you can start by adding the lease data updates and submitting a credit application electronically. We can set you up with only those two, while maintaining the flexibility to expand into other integrations, as needed.
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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.