Submit Credit Apps, Generate Lease Docs, and Obtain Signatures Digitally

By bundling your documents with your digital signature, you no longer need to go back to the office, print off documents, or manually retrieve the customer’s signature. This promotes ease of doing business and provides a seamless experience, helping close deals faster and more efficiently.

Yes, ancillary documents need to be sent with the GreatAmerica agreement for signature.

Documents will need to be unlocked in order to have the sign codes to be embedded. Documents using Microsoft Word or Excel are preferable.

As many as you’d like. There is no limit set by GreatAmerica as this is the dealers Document Storage section of Sherpa CRM by White Cup.

Sherpa CRM by White Cup will embed the sign codes into the ancillary documents. Their process includes a meeting to understand the documents and make sure the codes a can be embedded for the desired outcome. Once embedded, Sherpa CRM by White Cup will provide dealers training on how to bundle the GreatAmerica agreement along with the ancillary documents.

Yes, to create the digital document there needs to be an open application in Sherpa CRM by White Cup, as the GreatAmerica application number is required on the digitally created GreatAmerica agreements.

This information is populated in Sherpa CRM by White Cap when an application is submitted.