Posted June 13, 2023

Streamlined dealer financing

HBS Systems has partnered with Trnsact, a digital financing platform for equipment dealers that transforms the financing process.

This partnership will provide dealers utilizing HBS Systems’ NetView ECO equipment dealership management solution with a faster, easier, and more secure financing process to drive sales, increase compliance and provide better customer and dealer staff experiences.

The integration enables a secure and compliant finance management platform that allows dealers to streamline credit and financing workflows with any lender or aftermarket provider and offer customers a single online credit application. No longer will applicants need to complete multiple PDF credit applications. Instead, an applicant can scan a QR code or receive a text message link to complete a single application easily on their mobile device and quickly receive financing terms from the dealer’s preferred captive lender or bank.

This digital-first process dramatically reduces the administrative time sales reps or other dealer staff must spend entering data, waiting for lender responses, and sharing updates with customers.

“Our team works tirelessly to reduce keystrokes and streamline workflows and processes to increase efficiencies for our valued customers. We are honored to partner with Trnsact to provide equipment dealers modern finance department capabilities to improve sales velocity and customer experience all in one location,” says Chad Stone, president and CEO of HBS Systems. “Our team is constantly working to provide an open API to easily bring innovative partners into the HBS Systems NetView ECO software ecosystem.”

“At Trnsact, we believe every dealer should have workflow automation tools that empower their sales team to close more sales with less effort. We are proud to partner with HBS Systems, a leader in innovation for the equipment dealer industry to streamline F&I within their NetView ECO dealer management software,” saysBeckham Thomas, CEO, and co-founder, of Trnsact. “We believe this new partnership will bring new synergies for HBS Systems dealers by further reducing the steps required to advance equipment financing sales and maximize opportunities to offer insurance warranty programs with ease.”