Indirect Dealer Management
Organize dealer relationships, store key files, and track who you're working with - all in one secure intranet tool.
If your credit union or bank participates in indirect lending, SimplifyIT gives you a centralized place to store dealer contracts, add notes, and manage associated documentation. It's a lightweight but powerful solution designed to reduce clutter and improve visibility.
What You Can Track
- Dealer Profiles. Name, contact information, status, region, and other internal notes.
- Contract Storage. Upload and store dealer agreements and other key documentation.
- Supplemental Files. Store W-9s, correspondence, and marketing materials for quick reference.
- Staff Visibility. Let authorized users look up dealer info directly from the intranet.
- Cloud or On-Prem Hosting. Flexible infrastructure options to meet your security needs.
Simple. Secure. Searchable.
This isn't a loan origination system. It's a companion tool that gives staff insight into who you're doing business with, what contracts are in place, and where key files are stored. Keep your indirect dealer relationships clean, transparent, and always accessible.
Built for Financial Institutions
Whether you're managing five dealers or fifty, this tool helps eliminate confusion and streamline internal communication. It's especially helpful for lending, compliance, and operations teams who need reliable records but don't want to dig through shared folders.
Works with Other Tools
Fully compatible with Smart Forms, Document Management, and Vendor Management. Keep everything in one place - from internal to external partners.
Want to See How It Works?
Schedule a live demo or watch the quick video overview.
