Transform your brokerage
Your finance customers. Your dealers. One place.
Better communication, smoother handovers and stronger
partnerships throughout every customer journey.
Your finance customers. Your dealers. One place.
Better communication, smoother handovers and stronger partnerships throughout every customer journey.
KEY FEATURES
Everything your brokerage needs.
From customer management and dealer relationships to documents and workforce control, Dealstack brings the core parts of your aftersales operation together.
A portal for all your dealers
Dealstack acts as a dedicated portal you can give your dealers, giving them one place to access and manage all of their finance customers.
Customer profile
Bring customer, vehicle, finance, document, communication and handover information together in one clear view of the deal.
Dealer connections
Manage your dealer network, complete dealer checks and set relationship preferences.
Automated documents
Automatically request documents, generate invoices and DOWs, and review uploads.
Workforce management
Manage employees, teams and sub accounts, with full control over permissions and visibility.
THE PROCESS
Smooth customer journey
Keep every stage connected, reduce back-and-forth with dealers, and give your team a clearer, more efficient way to move each deal forward.
with Dealstack straight
from your CRM
content easily on the
customer profile
and accept documents
uploaded by the dealer
final checks so nothing is
forgotten before collection
connections
The dealer network.
Your dealer relationships are a key part of how your brokerage operates. Keep every connection easy to manage as your network grows.
Lenders
More secure lender partnerships
Dealstack makes staying compliant easier with a clear, time-stamped audit trail of every deal and created connection. Keep a tight grasp of your data to build more trusted lender relationships.
Audit trail
Complete automated record of every key action accross your deals.
Lender access
Make lender audits simple by giving your lenders direct access to view deal data.
Risk scoring
Clear risk indicators for your deals, so you know when extra caution is needed.
Data centre
A customer profile serves as your deal data centre, with all the information centralised.
INTEGRATIONS
Integrate tools you already use
Dealstack integrates with the systems your brokerage already uses, making the deal process seamless.
