IRVINE, Calif. -

CU Direct recently integrated with DealerSocket’s CRM in an effort to boost performance for both credit unions and dealerships.

As a result of the collaboration, CU Direct has expanded its CUDL auto financing platform’s DMS/CRM integration solution to include DealerSocket.

The company explained the system integration with the CUDL platform is designed to minimize 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,” Harris continued.

The companies also highlighted the new system integration with DealerSocket’s CRM can provide 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.

CUDL can connects financing providers to 15,000 dealers nationwide. Collectively, the 1,100 credit union partners on the CUDL platform have been the nation’s leading auto financing source since 2017, according to CU Direct.

“As the lending landscape and consumer expectations continue to evolve, we recognize the value and need for delivering a simplified, streamlined application process for dealers and their customers,” CUDL product director Marty Simons said.

“As a result, we’re excited to partner with DealerSocket to provide dealers with a faster, enhanced application process, paving the way for an improved customer experience,” Simons went on to say.