Overview - TRNSACT

SOLUTIONS OVERVIEW

The Connected platform for every equipment deal.

Trnsact gives dealers one place to run every step of an equipment sale. Buyers start with a dealer branded credit application they can complete from anywhere by email, SMS, or QR code. Quotes, protection, lender routing, inventory, and compliance all write to the same digital record. Dealers, lenders, OEMs, and partners see the same information and keep every deal moving in a single workflow.

Optimized Workflows

One record at the center.

Trnsact keeps a single digital record at the center of the transaction so every step adds to the same source of truth.

From the buyer’s first application to final signature, everyone is working from the same up to date record.

Dealers

Run one connected process under your brand. Send a link, see status update live, and keep every document, approval, and note with the deal.

Lenders

Receive complete, standardized intake with compliance evidence attached. Post conditions and decisions back to the same record your dealers already use.

OEMs

Publish programs and specs once, have them applied correctly in the field, and see adoption and outcomes by dealer and region.

Insurance & warranty providers

Have products presented in the natural flow of quoting, with enrollments completed digitally and performance visible by store, dealer group, and channel.

Buyers

Review, apply, and sign from anywhere through a dealer branded experience that always ties back to the same record.

Send branded credit applications

Most buyers first experience Trnsact through your credit application.

Your team sends a dealer branded credit application by email, SMS, or QR code. Buyers complete it on any device. Required fields, documents, and consents are enforced up front so you are not chasing missing information. Identity checks and KYB are logged automatically on the record.

Lenders receive a clean, structured file that matches their intake needs, and return decisions and conditions to the same record your team already uses. From there, quoting, protection, and signing continue without breaking the flow.

Real time quoting

Trnsact brings programs, pricing, and inventory together so your teams can quote in real time.

Sales teams build quotes from live inventory and OEM programs inside one workspace. Taxes, fees, and terms update as the deal changes so numbers stay accurate. When a buyer updates their application or a lender adjusts terms, the quote reflects it without starting over in another tool.

Buyers see clear, up to date options that match what your store can actually deliver.

Route to your preferred lenders

Trnsact prepares lender routing in the background so your team can move faster without losing control.

Based on buyer profile, equipment details, and program rules, the platform highlights which of your preferred lenders are the best fit. Your team chooses where to send the deal, and submissions go out with complete information and compliance evidence attached.

Conditions and decisions return to the same record so sales, F&I, and lenders stay aligned on status and next steps.

Offer protection on every deal

Protection is built into the same workflow your teams already use to quote and sell.

Eligible protection products appear alongside every quote so sales and F&I teams can present them at the right time. Pricing and terms pull from your approved menus. When a buyer accepts coverage, enrollments and signed documents are captured on the same record as the deal.

This makes it easier to present protection on every deal, increase attachment rates, and keep a complete record of what was offered and sold.

Data that fits your system

Insights and Compliance.

Insights and compliance live in the same platform as your deals.

Compliance Built-In

Required fields, documents, and disclosures are enforced when applications and quotes are created.

Verified at Submission

Identity checks, consents, and enrollments are captured on the record as work happens.

Complete Audit Trail

Reporting shows penetration, adoption, and performance by store, dealer group, and partner.

Audit trails, lender and OEM evidence, and operational reporting all pull from the same trusted data set so you can answer how deals are being sold, financed, and protected without piecing together email threads and spreadsheets.