Feature Requests

We have a significant number of customers that purchase through a business. Not being able to submit their credit app right from the CRM creates a significant amount of duplicate work and previous CRMs have always had this ability available. Please integrate business credit apps push to DealerTrack/etc.

an option to send credit applications to both buyers under "credit app" instead of sending under each profile

Please create a box on the credit application that asks the customer for permission to run credit, send to lenders, etc. Attached is an example, this is needed to protect us in the event a customers disputes they gave us permission to pull their credit

Here are a few ideas for notating findings beyond the standard credit application: documenting job gaps, types of income (W2, 1099, temp, etc.), hourly wage, and average weekly hours. Also, note whether a job listed as one month is actually a full month or just two weeks. We're always looking to gather extra details that the credit application doesn’t capture.

The ability for an e-signature or option for a customer to provide consent for credit application to be sent and noted on their profile.

The credit app request for text or email in the customer card is great, please add a spanish option as well!

It would be great if we could have a field for gender. Sometimes, with all the foreigners names we have to deal with, is hard to know when to use Mrs. Ms. or Mr. to refer to a customer in an email or text message (I always call my customer, in a public communication, Mrs., Ms. or Mr., even if the customer is my son, sister-in-law or even my wife). With American names sometimes is confusing, too: Leslie, Robin, Kim, Sandy, etcetera. Thanks in advance...

Credit app issue: Insurance panel on the CRM for other source of income does not specify if it is monthly, yearly…annual and it puts the amount in as monthly. Can this be changed to call it out as monthly or give the option of monthly our annually.

when texting customer credit app the birthday does not fill

My dealership requires that we get insurance binders for all clients. In trying to call to get an insurance binder, the insurance customer needed me to verify the guest's DOB. My paperwork has already been sent off-site to our admin office, creating a huge headache.