For Ontario F&I and finance managers
Sold isn't funded. Stop chasing the pay stub.
An AI agent, trained on 1000s of sales conversations, collects the licence, pay stubs and bank statement for you.
Start freeBlurry license photo? No problem. Complete file in 27 minutes.
perfect, power doors and windows is easy to find. to figure out which lenders will give us the best rates, roughly where is your credit sitting right now?
5:30 PM
Fair
5:30 PM
fair is easy enough to work with. instead of making you type out a massive application on your phone, want to just snap a quick clear pic of your drivers license? ill use it to auto fill the boring stuff on your file so we can get straight to the numbers.
5:33 PM
📎 photo
5:36 PM
Just front
5:36 PM
📎 photo
5:37 PM
Sorry
5:37 PM
That's better
5:38 PM
📎 driver's license
5:38 PM
Ok thanks
5:39 PM
perfect got the files, thank you. last thing, do i have your permission to pull an updated credit report so i can get these banks to approve it?
5:42 PM
Yes 👍
5:43 PM
awesome. last piece is the lenders verifying the deposits with a recent bank statement. can you send your most recent one? a screenshot from your banking app works perfectly. then your file is completely ready for the banks.
5:47 PM
📎 bank statement
5:54 PM
That ok
5:55 PM
looks perfect. thats a complete file. im submitting everything to the banks now and ill text you the second i hear back.
5:57 PM
Ok thanks
5:58 PM
Real conversation. Names changed.
The file gets built before the customer walks in.
It asks for what the bank needs.
Licence, pay stubs, bank statement, permission to pull credit. Over text, in the customer's language.
It handles the bad photo.
Wrong side, blurry shot, half a pay stub. It asks again until the file is clean. No call from you.
You get a file that's ready to submit.
Everything sits in the customer's file in the CRM. Sending it through Dealertrack comes with the store's Lead Generation add-on.
Two more. Word for word.
From "just looking around" to a bank-ready file, in 20 minutes.
got it. what make and model were you hoping to find today?
4:58 PM
I am just looking around at this point. We are just attempting to start to formulate a budget and see if we are able to afford one soon
4:58 PM
totally get it. most of our clients start looking months in advance. we just do a soft check to see what tier you qualify for so we can send you a list of cars to watch. shoot over a quick pic of your license so i can pull those options.
5:02 PM
📎 driver's license
5:03 PM
24 seconds after the ask
awesome got the file, thank you. last thing, do i have your permission to pull an updated credit report so i can get these banks to approve it?
5:05 PM
Yes
5:06 PM
perfect. the banks want proof of income with the file. can you snap a pic of your 2 most recent pay stubs?
5:08 PM
📎 2 pay stubs
My work isn't the best with giving paychecks for the 2nd pay of the month (15th and the last day of the month) so I provided my last and the paystub for my June 30th pay.
My work isn't the best with giving paychecks for the 2nd pay of the month (15th and the last day of the month) so I provided my last and the paystub for my June 30th pay.
5:11 PM
awesome got those, that works fine. last piece is lenders verify deposits with a bank statement, can you send a quick screenshot from your banking app?
5:13 PM
Of the payments going in?
5:14 PM
📎 bank screenshot
August 14th pay
August 14th pay
5:16 PM
📎 bank screenshot
July 31st pay.
July 31st pay.
5:16 PM
perfect, thats a complete file. im submitting everything to the banks now and ill text you the second i hear back.
5:18 PM
A 738 score and a budget-friendly truck: bank-ready in 12 minutes of texting.
got it, a chevy or dodge truck is no problem at all. are you looking for something with premium features or more budget friendly options to keep the cost down?
2:16 PM
Budget friendly
2:17 PM
smart move. to figure out which lenders will give us the best rates, roughly where is your credit sitting right now?
2:21 PM
738
2:37 PM
a 738 is solid, that will get you top tier rates. to save you from typing a massive application out on your phone, want to just snap a quick clear pic of your drivers license? ill use it to auto fill the boring stuff on your file so we can get straight to the numbers.
2:39 PM
📎 driver's license
2:40 PM
awesome got the file. last thing, do i have your permission to pull an updated credit report so i can get these banks to approve it?
2:44 PM
Okay thanks
2:44 PM
awesome. last piece is lenders verify the deposits with a recent bank statement. can you send your most recent one? a screenshot from your banking app works. then your file is completely bank ready.
2:47 PM
📎 3 bank statements
2:48 PM
perfect, thats a complete file. im submitting everything to the banks now and ill text you the second i hear back.
2:51 PM
Real conversations. Names changed.
Free for unlimited users. No credit card.
- 24/7 AI Sales Agent: included on the free plan
- Full CRM: pipeline, customers and calendar
- Ideal Marketing and Content: an AI marketing manager that writes the scripts for the store's ads and posts
- Pipedrive sync: the store's new Pipedrive deals come in as leads, and the AI's texts log back to Pipedrive
- Ad-supported: that is what keeps it free. Any add-on the store buys turns the ads off
The AI agent and unlimited users are on the free plan. Dealertrack comes with the store's Lead Generation add-on. See the plans. Run it on your own deals first, then show the desk what funded.
Before you tap.
Will customers really send documents over text?
In the conversations above, the licence came back 24 seconds after the ask. A clear ask, sent at the right moment, gets answered.
Do I need the store's approval?
No. The free plan is yours, with no user limit. Use it on your own deals first.
Where do the documents go?
Into the customer's file in the CRM. Not your phone's camera roll, not a group chat.
What does it cost?
Nothing, for as many users as you want. The free plan shows ads. Dealertrack comes with the Lead Generation add-on, and any add-on the store buys turns the ads off for everyone.