CU Direct Integrates with DealerSocket

By Staff Writer November 19, 2020


CU Direct, a developer of lending software technology for the credit union industry, announced a new integration with DealerSocket’s award-winning CRM.

As a result of the collaboration, CU Direct has expanded its CUDL auto lending platform’s DMS/CRM integration solution to include DealerSocket, a leading SaaS provider to the automotive industry. The system integration with the CUDL platform minimizes the need for dealers to double enter data, better simplifying and streamlining the entire application process, while allowing more opportunities for quicker financing solutions.


“The new integration not only allows dealers to tap into CUDL's credit union network — which, collectively, represents one of the industry's top auto finance sources — it creates a seamless workflow within DealerSocket's CRM that streamlines the credit application process for dealers and ultimately improves the experience for their customers,” said Darren Harris, executive vice president and general manager of retail solutions at DealerSocket. “Having that access also means keeping those opportunities in one place, making it easier for sales teams to take advantage of the CRM’s marketing engine for follow-up and ownership lifecycle campaigns.”

The new system integration with DealerSocket’s CRM provides a number of key advantages for dealerships, including:

  • Improved transaction times and streamlined workflows with centralized and secured management of all customer opportunities.
  • Pushing deals from DealerSocket directly into CUDL system
  • Improved CSI with less customer time in the F&I office
  • Improved capture of customer financing with access to the nation’s largest credit union network.
  • Elimination of double entry with a direct push of customer credit and vehicle of interest details to the CUDL platform.
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Last modified on Thursday, 19 November 2020 14:27