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FOR OEMs

Connect your incentive programs directly to the point of sale.

Trnsact puts OEM rates, incentives, and rules directly into dealer quoting, then shows how those programs move through the real funnel. Dealers keep their existing workflows. Captives and lenders receive verified submissions. Evidence is captured as work happens so you can see what is working, what is stalling, and why.
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From portal sprawl to program execution.

Stores juggle DMS, inventory tools, captive portals, lender portals, and spreadsheets. Rates change while quotes sit open. Warranty, insurance, and subscriptions are easy to miss. Reporting arrives weeks late, so incentives, production, and marketing cannot adjust until the quarter is almost over.
With Trnsact, program data appears where quotes are built. The buyer starts with a dealer branded credit application that can be sent by email or SMS and completed from any device. Decisions and conditions return to the same record. Warranty, insurance, and subscriptions are presented and enrolled in the same flow. You see the full path from quote to funded deal in time to act on it.
Program data where deals begin
One connected sales flow
Instant visibility, real results
OEM Program Execution

OEM programs do not belong in a separate portal that only a few power users visit. Trnsact delivers rates, incentives, eligibility, and guardrails into the quoting workflow the store already uses.

Dealers select from current options and see what is in or out of bounds as they structure the deal. If the scope changes, pricing and eligibility update in the moment. Field execution becomes consistent without copy and paste or manual lookups.

Publish once.
let the field execute correctly.

See the real funnel

Funnel visibility from first quote to funded deal.

Because quoting, credit, and protection all run on a single record, you can see how programs actually perform in the field. Usage, stall points, and pull through are no longer hidden in local spreadsheets or email threads.

You can see where programs are applied, where quotes slow down, and how incentives affect close rates by dealer, group, and region. That gives leaders signal in days, not months, so they can adjust programs, production, and marketing while the quarter is still in motion.

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Competitive Insights

Clarity on where the captive is most competitive and where to syndicate
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Fewer Missed Deals

Fewer first submit misses because program and documentation checks run up front
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Live Signal

Live signal on share, conditions, and pull through by dealer and region
Win FInancing

Show up where dealers actually send deals.

Captive portals are important, but they are not always the dealer’s first stop. Trnsact brings captives and third party lenders into a controlled waterfall that matches the store’s workflow.

Applications begin with a dealer branded credit form that collects the fields and documents your underwriters need. Identity checks, consent, and required disclosures are captured in the same flow. Submissions arrive in a clean, standardized format and decisions flow back to the same deal record the dealer uses.

Talk about lender routing

Put protection and subscriptions beside the iron

Warranty, insurance, and subscriptions appear next to equipment and terms, not in a separate follow up. Dealers present a consistent menu as part of the standard quote. Enrollment is digital and confirmation documents stay attached to the deal.

Attach and performance roll up by product line, dealer group, and region so you can shape offerings with current feedback instead of waiting for lagging reports.

See protection in the flow

Compliance and risk controls built into the workflow

Identity checks, Red Flags controls, required fields, disclosures, consent, and document evidence are captured at the point of entry. Conditions, approvals, and signatures stay attached to the same record that sales, lenders, and leadership rely on.Captives handle fewer exceptions because files arrive complete and documented. Dealer groups avoid rework. Reviews and exams move faster because the proof is already organized with each deal.
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Data Aligned

Program data that matches how you report.

Trnsact moves program data, submissions, and outcomes into DMS, LOS, CRM, ERP, and OEM reporting feeds so corporate and the field see the same numbers.
Captives and other providers stay in sync through standardized intake and responses. Status and outcomes are tied back to the same deal record, which removes rekeying and conflicting versions of the truth.

Optional inventory alignment
You can enable a dealer inventory layer so promotions, sourcing, and production planning reflect what is actually on the ground and what can ship.

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TRNSACT FOR OEMS

The transaction infrastructure behind your dealer network.

OEMs design programs centrally, execution happens across independent dealers, systems, and regions. Trnsact is the infrastructure that turns specs, incentives, captive programs, and protection offerings into consistent, measurable execution at the point of sale. You keep dealer autonomy, gain real-time visibility, and improve program ROI.
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TRNSACT FOR OEMS

The transaction infrastructure behind your dealer network.

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Current Reality

OEM ecosystems run on complexity: different dealer systems, different processes, regional rules, and changing program details. The result is predictable, inconsistent quoting, uneven adoption, missed financing and protection opportunities, and reporting that arrives too late to steer outcomes.
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What changes with Trnsact

Trnsact sits between OEM systems and dealer workflows, extending existing dealer integrations rather than replacing them. Dealers execute in the tools they already use, while OEM program logic and guardrails show up inside the deal flow.
OEM rules applied at the point of sale
Dealer-led by design, no portal dependency
Real-time visibility into adoption and outcomes
BUILT FOR COMPLEXITY

Standardize execution without forcing standard workflows.

OEMs do not need another portal. They need a system that makes dealer execution consistent across a network without changing how dealers sell. Trnsact delivers OEM-defined programs, eligibility, and packaging rules into dealer deal flows, then captures structured activity and outcomes back to the OEM. That is how you get control without disruption.

Network Visibility

See how programs perform in the field, not in hindsight.

Trnsact turns program execution into measurable signal. Track adoption, stall points, and pull-through by dealer, region, and program, with evidence captured as transactions progress. Leaders can adjust incentives, enablement, and strategy while the quarter is still in motion.

Captive and Lender Routing

Win share where dealers actually transact.

Deal flow does not start in a captive portal. Trnsact routes structured submissions to captives and lenders in the dealer’s workflow, with program eligibility and required documentation handled up front. Customers begin with a dealer branded credit application that can be sent by email or SMS, allowing customers to complete it from anywhere, and that routes to your preferred lenders, so decisions and conditions return to the same record.

Share clarity

Understand where captive programs are competitive and where syndication improves outcomes.

Cleaner submissions

Reduce exceptions with upfront rules, completeness checks, and standardized packages.

Live performance signal

Track conditions, approvals, and pull-through trends by dealer and region.
Talk about lender routing
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Make protection and subscriptions part of the transaction.

OEM-aligned warranty, insurance, and subscription offerings show up in the deal flow, not after the fact. Dealers present consistently, enroll digitally, and keep confirmations attached to the record. OEM teams can monitor attach and penetration trends by dealer and region.
See protection in the flow
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Enforce guardrails at the point of execution.

Compliance is strongest when it is embedded. Required fields, consent, disclosures, and documentation evidence are captured as work happens, tied to one record. That reduces rework, speeds reviews, and produces audit-ready files across the network.
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ECOSYSTEM INTEGRATION

Data that fits your ecosystem, not the other way around.

OEM to dealer data flow depends on dealer system capabilities and integrations. Trnsact enhances existing DMS and partner integrations so embedded workflows can extend further, with less manual work and better customer experience. Outcomes and program activity feed back in structured form for reporting, forecasting, and planning.
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OEM PERFORMANCE METRICS

Metrics that connect programs to outcomes.

Captive share within financed deals

Program usage by dealer, model line, and region

Warranty, insurance, and subscription attach rates

Exception rate and time to clear conditions

Quote to funded velocity across the network

DEALER-LED BY DESIGN

What changes for dealers and buyers.

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Less re-entry

Deal data moves through the flow without copying between tools.

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Fewer misses

Eligibility, packaging, and required steps are clear in the moment.
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Better buyer experience

Customers complete a branded credit application from anywhere.
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More consistent offers

Protection and subscriptions are presented and enrolled as part of the deal.
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Better oversight

OEM teams see execution and outcomes across the network in real time.
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