Every email your dealership gets now updates the deal.
Forward your lender approvals, credit applications, and supplier invoices to your dealership's Smart Intake address. The data lands on the right deal in Trnsact, automatically. No retyping. No skipped steps.
Pleased to confirm approval of $85,000 at 7.49% over 60 months. Conditions and stipulations attached.
The current state
Today, every email from a lender or buyer is more work for your team.
Someone has to open it. Find the matching deal in your software. Copy the numbers across by hand. On a busy day, the email sits until they get to it, and the deal sits with it.
Email is how the work gets done. Your software lives somewhere else.
Lenders email approvals. Buyers email applications. Suppliers email invoices. Every one of those emails has information your team has to enter into your deal records by hand. Smart Intake reads the email so they don't have to.
What it handles
Trnsact reads the documents your team gets every day.
Lender approvals are working today. Credit applications and supplier invoices are next. Same email address. Same process. Different documents.
Lender approvals
When a lender approves (or denies) a deal by email, the numbers post to the deal automatically. If the deal already exists, the approval is added to it. If not, the system creates the deal.
Credit applications
When a buyer or broker emails a credit application, it shows up in your system as a new deal. The applicant, the business, the equipment, and the financing request. All captured, no typing required.
Supplier invoices
When a supplier emails an invoice quote for a piece of equipment, the equipment description and pricing land on the deal record automatically.
How to get emails in
Trnsact gives your dealership an email address. Here are three ways to use it.
When you sign up, we set up an email address that belongs to your dealership, something like your.email@magic.trnsact.com. Every email sent to that address gets read by Trnsact and posted on the right deal. Here's how your team gets emails there.
Set a rule once. Every matching email gets there on its own.
In your email tool (Outlook, Gmail), add a rule that says "forward any email from your lender to your.email@magic.trnsact.com." Set the rule once, and every matching email gets forwarded automatically from then on.
Counterparties send the way they already do. You get a copy on the deal.
Lenders, buyers, and suppliers can include your.email@magic.trnsact.com on the CC line of the emails they already send. They send as usual. Your team gets the original. Trnsact gets a copy.
Pleased to confirm approval on Application 84423. Terms: $85,000 at 7.49% over 60 months. Decision letter attached.
When an email comes in, someone clicks forward.
When an email arrives that should go to Trnsact, someone on your team clicks "forward" and sends it to your.email@magic.trnsact.com. No setup needed. Works the moment you sign up.
Pleased to confirm approval of $85,000 at 7.49% over 60 months. Conditions and stipulations attached...
What's included
Smart Intake handles each email from start to finish.
It reads the document, posts the data on the deal, and shows your team what happened to every email, including anything that needs review.
Every field on the document, captured automatically.
- PDF attachments and inline email body text
- Lender, applicant, equipment, amount, rate, term, fees, conditions, and stipulations. All the data on the document
- Matches an existing deal in your system, or creates a new one
- Confidence score on every extraction
Your team sees what happened to every email.
- Log of every email landing in your dealership's inbox, with what was extracted
- Failed-parse queue when a document can't be read. Nothing silently dropped
- Low-confidence reads flagged so your team can double-check
- Your dealership picks the inbox name during setup
The same workflow, going the other way.
Dealers email credit applications to a lender's Smart Intake address. The application is captured as a new submission in the lender's system on receipt. No rekeying. Talk to your Trnsact relationship lead about turning on Smart Intake for your team.
Ready to put your inbox to work?
We'll pick your Smart Intake address with you, walk the path that fits your team, and get a test email through the system. Demo on request.
Add-on module. Talk to your account manager to enable.