Nate Marine, Regional Sales Director at NextGear Capital, and Nicki Rough, Manager of Product Management, sat down to discuss Account Portal and its features.
For independent dealers, the day-to-day management of a dealership can be both time consuming and cumbersome. Fortunately, if you have a floor plan with NextGear Capital, you have access to Account Portal which helps streamline daily business and can help create efficiencies for dealers.
Whether you’re out in the lanes or out on your lot, never miss a minute with helpful tools and insightful dashboards available through our online account management platform. Access Account Portal 24/7 for comprehensive account overviews from the convenience of any computer or mobile device.
Some Account Portal Features
Dashboard – A comprehensive account overview presents essential high-level information summarized at a glance.
Payments – A simple, streamlined process provides you with the freedom to make payments now, schedule them for a future date or enroll in AutoPay.
Vehicle Detail – Easily identify vital information for a unit, from title images and payment history, to total cost to floor and aging.
Titles – Access and view all of your titles in one centralized location. You can also release titles efficiently in a few simply clicks.
Manage Audits – The Audits tab allows you to view and manage outstanding audits. Access Self Reconciliation to clear audits in real-time and view recently cleared units on your mobile device.
Reporting – Get a clear picture of how your dealership is operating by accessing 5 different types of reporting including upcoming curtailments, receivable detail and past dealer statements.
Additional Resources – Access additional resources including informative documents, additional reporting, analytics, promotions, and how-to videos.
Want to learn more about Account Portal? We have created a video series where we discuss Account Portal in-depth. Check those videos by clicking the image below!