Offer your customers the ease and convenience of an online finance application journey.

Self-Serve allows you to send a quote and online finance application directly to customers for them to complete in their own time and from the comfort of their home.

Benefits for your customers:

  • Increases the availability and access to finance
  • Gives customers time to thoroughly read over their finance agreement terms and conditions
  • Improves the customer journey and experience

Benefits for your dealership:

  • Helps to offer greater transparency for your customer
  • Provides better placement of products and price
  • Enhances your offering against online brokers and direct lenders
  • Allows you to engage with customers for finance earlier in their research/buying journey
Digital tools such as Quote & Propose and Self-Serve mean we’re able to provide a really compelling and compliant digital consumer journey, in a world where customers want ease and transparency.
David Clancy Group

How does it work?

  1. The customer enquires about a vehicle
  2. The dealer generates a finance quote and sends a link to the online finance application
  3. The customer can review quotes (change term, deposit and self-assessed credit score) and apply for finance
  4. If accepted, the customer receives a link to click, read, and sign their contracts
  5. The dealer receives a copy of the agreement via email and is notified when the finance is paid out
  6. The dealer checks and certifies the driving license upon collection/delivery

Trustpilot reviews