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The Sailor Group & GreatAmerica Collaborate on Suite of New Features

The Sailor Group & GreatAmerica Collaborate on Suite of New Features

The Sailor Group Inc., in collaboration with GreatAmerica Financial Services, has unveiled a suite of features designed to supercharge efficiency and streamline operations. These enhancements empower customers to seamlessly navigate the entire application process within the AgentDealer system, from submission to funding and beyond, saving valuable time and centralizing all records in one cohesive platform.

Introducing the game-changing features:

  • Effortlessly view your customers' GreatAmerica invoices.
  • Instantly access executed agreements.
  • Seamlessly create invoices for funding.
  • Efficiently generate funding worksheets.
  • Conveniently upload documents to GreatAmerica at the time of application.
  • Swiftly create end-of-term buyout quotes.

With these cutting-edge features, AgentDealer and GreatAmerica Financial Services customers now have a unified system that connects everything needed to process applications, research lessee details, view invoices and agreements, and even generate end-of-term quotes. This integration ensures a smoother, more efficient workflow, enhancing overall productivity.

"Our long-standing partnership with GreatAmerica has been instrumental in helping us deliver even greater value to our customers through AgentDealer," said Ed Barfield, CEO, The Sailor Group Inc. "Their commitment to innovation, reliability and customer success aligns perfectly with our mission to provide best-in-class CRM solutions tailored for the office technology industry."

"In today's fast-paced environment, our office imaging dealers are constantly seeking ways to boost operational and administrative efficiencies while reducing sales cycle time," said Tawnya Stone, vice president of the strategic technology team, GreatAmerica. "Our integrations with AgentDealer leverage technology to alleviate the administrative burden for our dealers, making the financing process easier and more efficient."

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