Text or Email a Digital Credit Application from the CRM
complete
Jonathan Schultz
As a user, I would like the ability to email or text a link to Credit Application fields that the customer can fill out digitally and submit the digital form, and the updates and additions are then applied to the Credit App in the CRM.
As a dealership, I would like the ability to Show or Hide, Require or make Optional, all Credit App fields in the CRM so that I can customize the experience for our customers based on what we want them to fill out and submit.
Michele McCoy
complete
We’re excited to introduce the new Send Credit App, designed to streamline the credit application process for both you and your customers. With just a few clicks, you can now send a secure credit application link via text or email, making it easier than ever to gather necessary information quickly and efficiently.
Ben B
How close is this to being completed? This would be very helpful.
Drew Adler
Ben B: Hey Ben - this is being actively rolled out and will be live in all dealerships by the end of next week!
Drew Adler
in progress
This feature will allow you to send a credit app link to a customer. When clicking the link, the customer is taken to a DriveCentric-hosted site in which they can add to or update their credit app information and save it. Upon save, the changes made to the credit app by the customer will be reflected in the Credit App in the CRM. Additionally, there will be a Notification delivered to the user when the Credit App has been updated by the customer. There will also be Activity Timeline logs indicating what information was updated by the customer.
Drew Adler
Merged in a post:
Credit app lead
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Payton Meek
When a co-buyer submits an online credit application a new lead is started for that customer... What should happen is the credit app lead (co-buyer) should automatically connect to the main buyers open deal.
Shelby Parker
Hey Payton Meek, thanks for your feedback! I have a few more questions for you:
- Can you provide more details on how you envision the connection between the main buyer's open deal and the co-buyer's credit app lead?
- What specific information from the co-buyer's credit application would you like to see automatically transferred to the main buyer's open deal?
- Are there any specific scenarios or exceptions where the co-buyer's credit application should not be linked to the main buyer's open deal?
P
Payton Meek
Shelby Parker,
- We would like the credit application lead to move in to the buyers open deal... I think that would require somewhere on the credit application to say you are co-buyer of ___________.
- We don't need any specific information we just don't want an open deal started for a co-buyer credit application. This is causing there to be two open deals and they can't be merged.
- No, if there was a case we should be able to open a new deal.
The main issue is that is creating a secondary deal that can't be merged with the main buyers already open lead.
R
Rodney Singleton Jr
Having the credit application automactically upload to clients profile would be a win. As it stands we have to manually type in there information.
Drew Adler
Merged in a post:
Elead has a credit app that can be emailed or texted as a link and when the customer fills it out and hits save, it pushes back in the system and saves into their profile.
J
Jonathen Lowe
Shelby Parker
Hiya Jonathen Lowe, thanks for this post! I have a few more questions for you:
- Can you provide more details on the specific information you would like to be captured in the credit application?
- What is the desired workflow once the credit application is saved into the customer's profile?
- Are there any specific security or compliance considerations we should be aware of when implementing this feature?
J
Jonathen Lowe
Shelby Parker If I have a customer that is wanting to do a credit app. In Eleads I could email the customer a app that they could fill out and email back into the customers profile.
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MICAH MACALISTER
Ive worked with both Eleads and Vin Solutions, both you can email your client a quick link to your online credit app. This would be helpful if Drive Centric would integrate this into there sytem. Its all about being more quick and efficient right which in turn bring more sales? Just honest feedback here. Enjoy the system so far but this feature request is here to make it better.
Drew Adler
Merged in a post:
email or text credit app
S
Seth Hidalgo
we need to have a credit application that we can send to our clients
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