Keep dealer funding notices reliable for finance IT teams

IT admins miss approved outside-flooring funding on scheduled runs, leaving dealers without payment details and forcing manual finance follow-up. Scheduled checks deliver funding notices to dealers.

Overview

Missed funding notices create manual churn and expose finance to avoidable follow-up work. This workflow makes scheduled funding checks deliver funding notices to dealers and logs outcomes, eliminating notification bottlenecks and creating a clear audit trail. Customers report faster responses and fewer missed follow-ups.

Notable Features

Run scheduled funding checks
Send personalized funding emails
Log sends to finance ledger