Finance and Loan Management for Car Dealers
Finance and loan management records down payments, follows each loan file from application to approval, and holds the EMI schedule. It also lists customer dues still open on booked and delivered vehicles.
The money side of one deal
The file on the deal
Loan papers, the down payment receipt and the insurance copy are uploaded to the deal. When a buyer asks about delivery, the executive opens the record instead of walking to the finance desk. The status is on screen.
The list the finance desk works from
- Bookings waiting on a loan approval
- Files missing a document, with the document named
- Down payments received but not yet receipted
- Balances outstanding on vehicles already delivered
It records finance, it does not provide it
No loan is approved here and no bank system is connected. What the bank or financier says is entered by your desk, and this keeps the status, the schedule and the papers in one place. Disbursement happens between the lender and the dealership as it does today.
Frequently asked questions
Do reminders go out before an EMI date?
They can, where the dealership is the one following up. Some leave EMIs to the bank and use reminders only for balances owed to the showroom.
Can we work with more than one financier?
Yes. Each deal records which bank or financier the file went to, and the desk can see how many files are pending with each.
Does it calculate EMIs for a buyer on the floor?
No. The schedule is recorded once the terms are known. For quick sums during a negotiation, the financier’s own calculator remains in use.
Where do the papers live?
On the deal and on the customer record, searchable by name or policy number. The originals stay wherever your dealership keeps them.
Tell us what you need.
Share your requirements and one of our engineers will come back to you within one business day.
What happens after you share your requirements
- A senior engineer reads your answers. Nobody phones first.
- Within one business day you get a written note: what we understood, what we would start with, and the questions we still have.
- If it fits, a proposal follows with the order of work, what we need from you and what you receive at each step.
- No call is booked and nothing is paid until you have read the note. Your details stay with us.
Start with your requirements
Seven short steps that tell us what you need. A senior engineer reads them before anyone gets in touch.
Share your requirements