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Insights & Compliance.

See what is moving, what is stalling, and the exact deal behind every number—backed by compliance you can prove. All views pull from the same record you use to quote, present protections, send the branded credit application (email or SMS) buyers complete from anywhere, and route to your preferred lenders.

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Insights & Compliance
CASE-000000
Risk
0/100
Calibrating
Signal
Stable
Monitoring
Flags
0
Checks
0
Elapsed
0:00
IDV
Identity verification
Name + address match
Queued
OFAC
Sanctions screening
Watchlist scan
Queued
DOCS
Document set
Uploads + signatures
Queued
POLICY
Terms validation
Rates + fees policy
Queued
Insights
Stand by
No decision history linked
Address normalization pending
Docs not requested
Reviewing
Running checks

Leader's view

Deal pipeline, gross margin, and team activity by store and by rep. Open a chart and jump straight to the live deals that make it up so reviews stay quick and grounded in facts.

Finance operations

Track submissions to your lenders, responses back, and time to decision by lender. See what is waiting on whom, attach the missing item once on the deal, and keep the file moving without version chase.

OEM program performance

Warranty and insurance results across the network. Roll up by dealer and location, then drill to sales rep and program to spot where enablement or incentives will move the needle.

Customer Profile Report

Understand who your customers are and how they finance. Prime vs subprime mix, average deal size by tier, and trend over time so leaders plan with facts and credit teams set expectations.

Profit and inventory signals

See cost, ask, and quoted price in one place. Margin contribution from protections is visible with the deal. Aging flags units that need action so pricing and coaching decisions are timely and accurate.
TRUST CENTER

Compliance you can prove.

Compliance is embedded in every step so reporting holds up to audits and lender reviews. Because Insights runs on Trust Center data, every chart is drillable to the source—and every source has the history to back it up.

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KYC/KYB Checks

Verify customer and business identities automatically at the same time of application.

OFAC/Watchlist Screening

Real-time sanctions and red flag alerts to prevent compliance misses.

Data Security & Privacy

End-to-end workflows aligned with FTC Safeguards standards, ensuring compliant permissioned data controls.

KYC/KYB

KYC/KYB verification and Red Flags monitoring in the flow.

Disclosures

Required disclosures captured with accept/decline and stored on the deal.

Permissions

Role-based permissions and policy guardrails for who can view or change what.

Audits

Timestamped audit trails of quotes, selections, documents, submissions, and user actions.

Document Retention

Document retention in the deal record for quick packet pulls.

Protection

Readiness for FTC Safeguards, AML, and 1071 documentation needs.

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