Deal Tracker Pro - The Only Finance Management Software Solution
Designed Specifically for Commercial Truck and Trailer Dealers
NOW GUIDED BY AI
Equipment Funding Solutions has developed a software application that will significantly change the way dealers arrange financing for their customers acquiring equipment. Deal Tracker Pro is a revolutionary software platform that combines modern technology with common sense. Today’s buyers expect a smooth and efficient funding process and dealer management needs total transparency and a full suite of reporting. Our platform delivers that and more all driven by the latest AI tools.
LEARN MORETime Kills Deals... But We Have the Solution
Shave minutes and hours off every stage of the process by implementing the most efficient F&I platform designed for Commercial Truck and Trailer Dealers.
The EFS Application & Deal Tracker Portal is the ultimate set of financing tools to streamline your Captive AND Indirect financing process.
Benefits of the Platform Include the Following:
Lead Generation
The EFS 5-minute application is mobile friendly and PCI and Experian EI3PA certified for the ultimate in security. Dealers using our system have seen a 100%- 200% increase in online applications.
Pre-Qualification Module
Your salesman and F&I department will instantly receive an estimation of the customer's required down payment, monthly payment, and term, thus eliminating wasted time on unqualified buyers. This feature alone is reason enough to adopt the platform.
Decision Engine
Your F&I manager will be able to instantly run a deal through the criteria of over 220 Lender programs and then choose which lender(s) to send it to.
Submission Module
Once a lender(s) is chosen, you will be able to electronically and SECURELY submit the financial package to the lender and receive notification that the application was received.
Funding Module
Each lender on the platform has a unique set of funding requirements. These requirements can be loaded into the system and submitted electronically to ensure the completeness of your funding request without referencing each lender's guidelines.
Lender Portal
The lender portal allows you to communicate directly with the lenders through the system. You can receive approvals, declines, and stipulations immediately and respond without leaving the portal.
Reporting
Our suite of fully customizable reports measures Workflow, Organizational Performance, and Lender profitability. You will finally have full transparency of your F&I Department.
Dealer Facing
Dealer Facing means you, the dealer, control your deal from start to finish with our Dealer managed option. You control which lenders see, and ultimately fund, your deal.
Integration
The EFS platform integrates with your current DMS system, Website, Inventory management systems, and most Marketplaces to further streamline the process.
