Features

With DealTrak123 you can be assured that you are only sending proposals to the lenders that your customers qualify for.

In addition to checking lender criteria the system also validates key customer and vehicle details to minimise errors and ensure valid, accurate documents are produced every time. The system also allows you to email text and generate letters to keep your customers up to date.

To view a full list of the features DealTrak123 currently offers please click below.

Current Features

Core System

  • add Input personal and business proposals
  • add car Attach quotes and vehicles to a proposal
  • send proposals Send proposals to your chosen lenders
  • receive answers Get automatic answers direct to your screen
  • printer Print lenders documents
  • Log Keep a log of your proposals
  • search Search your previously inputted proposals

Deal Optimiser

  • coins Roll rates
  • cog edit Optimise deals based on your requirements
  • Cog go Optimise deals for multiple lenders quickly
  • compare Compare lenders commission on the fly

Reporting Suite

  • report Build custom reports
  • monitor Monitor conversion and penetration rates
  • links Links in with our Insurance suites
  • monitor Monitor lender performance
  • identify Identify trends quickly and easily
  • simplify Simplify financial reconciliation

Insurance Suite

  • sell Sell GAP, MBI, PPP and other products
  • ins Easily add insurance products into your deals
  • print Print insurance documentation
  • tick Control and monitor product pricing
  • sold Report on units sold, penetration and profit
core system deal optimiser reporting suite insurance suite

We are constantly developing our system to accommodate dealers and lenders requirements.

Click below to see a list of features that are currently in development.

Features in Development

Customer and Prospect Management

  • phone Text, email and generate letters
  • email Send bulk email and text campaigns
  • letter Store and generate different letter templates
  • add Enter or import customer and prospect data
  • campaigns Run styled sales campaigns
  • monitor Monitor salesperson activity and outcomes

Sales Desk

  • quotes Create immediate-response customer quotes
  • high impact High-impact quotation alternatives
  • letter Choose out put format (e mail, letter, fax)
  • follow up Follow-up sales activity

Stock Inventory

  • stock Integrate vehicle stock with F & I
  • real time Real-time stock changes
  • money Maximise stock mark-ups
  • profit Powerful profit management features
  • plug in Interfaces with existing stock management systems if required