Windermere, FL, April 12 2022, The Sailor Group, Inc., the developers of Agent Dealer, a custom CRM platform for the office technology industry, announced today the availability of a custom integration with Wells Fargo Vendor Finance to automate the lease approval process from within the Agent Dealer platform.
Working directly with the Wells Fargo team The Sailor Group has developed a simple way for applicants to submit and manage lease requests s Reps can not only build their deal using the QuoteBuilder tool but also, with the click of a button, connect directly with Wells Fargo to submit their quote information for lease approval. The request status will automatically update back in Agent Dealer and the salesperson is then notified.
“We have been listening to our customers, and many have been waiting for this integration for some time. We are excited to work with Wells Fargo to bring this integration to Agent Dealer making it more streamlined and simpler to submit and get lease approvals,” said Ed Barfield CEO of The Sailor Group, Inc
“This integration enables a seamless process for our dealer and OEM partners to submit credit applications and receive decision notifications at the push of a button,” said Bradley Bolick, vice president of sales for Wells F Fargo Vendor Financial Services. “This is a continuation of our collective effort to create a more efficient, simplified business process and is the first of a series of integrations that will help our partners increase sales, maximize profits, and improve customer retention.”
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