2016 client summit roundtable discussion - digitizing communications
TRANSCRIPT
1CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Digitizing CommunicationsPresented By Shaun Bailey
CLIENT ldquoFESTrdquo 2016
2CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
ROUNDTABLESESSIONS
Talking texting emailing analyzing
bull PRODUCT ROADMAPCOMMUNITY
bull VERIFICATIONSOPTIMIZATION
bull DIGITIZING COMMUNICATIONS
bull RISKANALYTICSREPORTING
3CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
The early birdhellip
4CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
The age we live in
5CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Our customers are getting ldquosmartrdquoer
3099 3123 3147 317 3194 3218 3241 3266 329 3313
626
928
1221445
1711905
20722198 2292 2368
0
50
100
150
200
250
300
350
2010 2011 2012 2013 2014 2015 2016 2017 2018 2019
US Population vs Smart Phone Users
US Population Smart Phone Users
Next year more than 23rds of people in the US will have a
smartphone
1 out of 5 people in the US have a smartphone
6CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Getting from here to there
7CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
PC Load Letter
8CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
9CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Automating Verifications
bull SCANNING INDEXING AND IMAGING
bull DATA ENTRY
bull VERIFICATION
Dealertrack DDS
10CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
How it worksDealer sells a car and completes the lenderrsquos funding documents
Dealer sends the contract to Dealertrack DDS
Dealertrack DDS scans indexes and verifies the documents
Dealertrack DDS sends the completed verification to defi
defi creates the contract attaches the images indexes the images to your documents and populates questions being answered by DDS
11CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Traditional Verifications vs Dealertrack DDS
Dealer sends
contract to lender
Lender creates contract
Lender scans forms
Lender attaches scans to
defi
Lender indexes scans to
documents
Lender answers
questions of documents
Lender completes
VF tasks
Deal moves to RB status
Dealer sends contract to lender
DDS creates scans forms indexes scans answers questions creates contract in
defi
Deal moves to RB status
Traditional Verifications
Dealertrack DDS Verifications
12CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
13CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Removes most data entry
bull Improves accuracy
bull Speeds up funding process
bull Funding documents come over the same day funding documents
bull Pre-validation of lender funding rules
RouteOne eContracting
14CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
RouteOne eContracting
15CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
RouteOne eContracting
16CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
RouteOne eContracting
17CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
18CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Email Fax Text Message
bull Packaged Notifications
bull Adverse Action Letters
Notifications
19CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
20CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Dealer API
bull Inbound Data Sources
ndash Inbound Update
ndash Inbound Submit
ndash Create Contract
ndash Update Status
API Integration
21CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
How do we digitize our communications with our customers
Embracing technology
22CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
23CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Solutions By Text
24CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Solutions By Text
Demo
25CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Phase Onendash Outgoing text messages
ndash Phone number validation
bull Phase Two
ndash Incoming text messages
ndash SMS images to defi index center
Solutions By Text
26CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
27CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Print amp Mail Vendors
28CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Quick Integration
bull Standardized Mail Templates
bull Fully automate creation and fulfilment of Adverse Action lettersndash Email amp Print
bull Reduce vendor management overhead related to Adverse Action letters
bull Reduce ldquonon-revenue producingrdquo work by outsourcing the letter fulfillment
Print Vendors
29CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Adverse Action Letters
Email Collected
Adverse Action Email Bounced
Adverse Action Letter Sent
Email CollectedAdverse Action Email Received
No Email Collected
Adverse Action Letter Sent
30CONFIDENTIAL amp PRIVATEdefi SOLUTIONS CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Text COMMUNICATIONS to 77513 and take a quick session survey
Texting solution provided by Solutions by Text
31CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
SHAUN BAILEYEmail sbaileydefisolutionscom
Phone (678) 221-4189
2CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
ROUNDTABLESESSIONS
Talking texting emailing analyzing
bull PRODUCT ROADMAPCOMMUNITY
bull VERIFICATIONSOPTIMIZATION
bull DIGITIZING COMMUNICATIONS
bull RISKANALYTICSREPORTING
3CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
The early birdhellip
4CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
The age we live in
5CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Our customers are getting ldquosmartrdquoer
3099 3123 3147 317 3194 3218 3241 3266 329 3313
626
928
1221445
1711905
20722198 2292 2368
0
50
100
150
200
250
300
350
2010 2011 2012 2013 2014 2015 2016 2017 2018 2019
US Population vs Smart Phone Users
US Population Smart Phone Users
Next year more than 23rds of people in the US will have a
smartphone
1 out of 5 people in the US have a smartphone
6CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Getting from here to there
7CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
PC Load Letter
8CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
9CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Automating Verifications
bull SCANNING INDEXING AND IMAGING
bull DATA ENTRY
bull VERIFICATION
Dealertrack DDS
10CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
How it worksDealer sells a car and completes the lenderrsquos funding documents
Dealer sends the contract to Dealertrack DDS
Dealertrack DDS scans indexes and verifies the documents
Dealertrack DDS sends the completed verification to defi
defi creates the contract attaches the images indexes the images to your documents and populates questions being answered by DDS
11CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Traditional Verifications vs Dealertrack DDS
Dealer sends
contract to lender
Lender creates contract
Lender scans forms
Lender attaches scans to
defi
Lender indexes scans to
documents
Lender answers
questions of documents
Lender completes
VF tasks
Deal moves to RB status
Dealer sends contract to lender
DDS creates scans forms indexes scans answers questions creates contract in
defi
Deal moves to RB status
Traditional Verifications
Dealertrack DDS Verifications
12CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
13CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Removes most data entry
bull Improves accuracy
bull Speeds up funding process
bull Funding documents come over the same day funding documents
bull Pre-validation of lender funding rules
RouteOne eContracting
14CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
RouteOne eContracting
15CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
RouteOne eContracting
16CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
RouteOne eContracting
17CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
18CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Email Fax Text Message
bull Packaged Notifications
bull Adverse Action Letters
Notifications
19CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
20CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Dealer API
bull Inbound Data Sources
ndash Inbound Update
ndash Inbound Submit
ndash Create Contract
ndash Update Status
API Integration
21CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
How do we digitize our communications with our customers
Embracing technology
22CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
23CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Solutions By Text
24CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Solutions By Text
Demo
25CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Phase Onendash Outgoing text messages
ndash Phone number validation
bull Phase Two
ndash Incoming text messages
ndash SMS images to defi index center
Solutions By Text
26CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
27CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Print amp Mail Vendors
28CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Quick Integration
bull Standardized Mail Templates
bull Fully automate creation and fulfilment of Adverse Action lettersndash Email amp Print
bull Reduce vendor management overhead related to Adverse Action letters
bull Reduce ldquonon-revenue producingrdquo work by outsourcing the letter fulfillment
Print Vendors
29CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Adverse Action Letters
Email Collected
Adverse Action Email Bounced
Adverse Action Letter Sent
Email CollectedAdverse Action Email Received
No Email Collected
Adverse Action Letter Sent
30CONFIDENTIAL amp PRIVATEdefi SOLUTIONS CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Text COMMUNICATIONS to 77513 and take a quick session survey
Texting solution provided by Solutions by Text
31CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
SHAUN BAILEYEmail sbaileydefisolutionscom
Phone (678) 221-4189
3CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
The early birdhellip
4CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
The age we live in
5CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Our customers are getting ldquosmartrdquoer
3099 3123 3147 317 3194 3218 3241 3266 329 3313
626
928
1221445
1711905
20722198 2292 2368
0
50
100
150
200
250
300
350
2010 2011 2012 2013 2014 2015 2016 2017 2018 2019
US Population vs Smart Phone Users
US Population Smart Phone Users
Next year more than 23rds of people in the US will have a
smartphone
1 out of 5 people in the US have a smartphone
6CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Getting from here to there
7CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
PC Load Letter
8CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
9CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Automating Verifications
bull SCANNING INDEXING AND IMAGING
bull DATA ENTRY
bull VERIFICATION
Dealertrack DDS
10CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
How it worksDealer sells a car and completes the lenderrsquos funding documents
Dealer sends the contract to Dealertrack DDS
Dealertrack DDS scans indexes and verifies the documents
Dealertrack DDS sends the completed verification to defi
defi creates the contract attaches the images indexes the images to your documents and populates questions being answered by DDS
11CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Traditional Verifications vs Dealertrack DDS
Dealer sends
contract to lender
Lender creates contract
Lender scans forms
Lender attaches scans to
defi
Lender indexes scans to
documents
Lender answers
questions of documents
Lender completes
VF tasks
Deal moves to RB status
Dealer sends contract to lender
DDS creates scans forms indexes scans answers questions creates contract in
defi
Deal moves to RB status
Traditional Verifications
Dealertrack DDS Verifications
12CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
13CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Removes most data entry
bull Improves accuracy
bull Speeds up funding process
bull Funding documents come over the same day funding documents
bull Pre-validation of lender funding rules
RouteOne eContracting
14CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
RouteOne eContracting
15CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
RouteOne eContracting
16CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
RouteOne eContracting
17CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
18CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Email Fax Text Message
bull Packaged Notifications
bull Adverse Action Letters
Notifications
19CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
20CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Dealer API
bull Inbound Data Sources
ndash Inbound Update
ndash Inbound Submit
ndash Create Contract
ndash Update Status
API Integration
21CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
How do we digitize our communications with our customers
Embracing technology
22CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
23CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Solutions By Text
24CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Solutions By Text
Demo
25CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Phase Onendash Outgoing text messages
ndash Phone number validation
bull Phase Two
ndash Incoming text messages
ndash SMS images to defi index center
Solutions By Text
26CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
27CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Print amp Mail Vendors
28CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Quick Integration
bull Standardized Mail Templates
bull Fully automate creation and fulfilment of Adverse Action lettersndash Email amp Print
bull Reduce vendor management overhead related to Adverse Action letters
bull Reduce ldquonon-revenue producingrdquo work by outsourcing the letter fulfillment
Print Vendors
29CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Adverse Action Letters
Email Collected
Adverse Action Email Bounced
Adverse Action Letter Sent
Email CollectedAdverse Action Email Received
No Email Collected
Adverse Action Letter Sent
30CONFIDENTIAL amp PRIVATEdefi SOLUTIONS CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Text COMMUNICATIONS to 77513 and take a quick session survey
Texting solution provided by Solutions by Text
31CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
SHAUN BAILEYEmail sbaileydefisolutionscom
Phone (678) 221-4189
4CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
The age we live in
5CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Our customers are getting ldquosmartrdquoer
3099 3123 3147 317 3194 3218 3241 3266 329 3313
626
928
1221445
1711905
20722198 2292 2368
0
50
100
150
200
250
300
350
2010 2011 2012 2013 2014 2015 2016 2017 2018 2019
US Population vs Smart Phone Users
US Population Smart Phone Users
Next year more than 23rds of people in the US will have a
smartphone
1 out of 5 people in the US have a smartphone
6CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Getting from here to there
7CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
PC Load Letter
8CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
9CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Automating Verifications
bull SCANNING INDEXING AND IMAGING
bull DATA ENTRY
bull VERIFICATION
Dealertrack DDS
10CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
How it worksDealer sells a car and completes the lenderrsquos funding documents
Dealer sends the contract to Dealertrack DDS
Dealertrack DDS scans indexes and verifies the documents
Dealertrack DDS sends the completed verification to defi
defi creates the contract attaches the images indexes the images to your documents and populates questions being answered by DDS
11CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Traditional Verifications vs Dealertrack DDS
Dealer sends
contract to lender
Lender creates contract
Lender scans forms
Lender attaches scans to
defi
Lender indexes scans to
documents
Lender answers
questions of documents
Lender completes
VF tasks
Deal moves to RB status
Dealer sends contract to lender
DDS creates scans forms indexes scans answers questions creates contract in
defi
Deal moves to RB status
Traditional Verifications
Dealertrack DDS Verifications
12CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
13CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Removes most data entry
bull Improves accuracy
bull Speeds up funding process
bull Funding documents come over the same day funding documents
bull Pre-validation of lender funding rules
RouteOne eContracting
14CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
RouteOne eContracting
15CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
RouteOne eContracting
16CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
RouteOne eContracting
17CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
18CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Email Fax Text Message
bull Packaged Notifications
bull Adverse Action Letters
Notifications
19CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
20CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Dealer API
bull Inbound Data Sources
ndash Inbound Update
ndash Inbound Submit
ndash Create Contract
ndash Update Status
API Integration
21CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
How do we digitize our communications with our customers
Embracing technology
22CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
23CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Solutions By Text
24CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Solutions By Text
Demo
25CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Phase Onendash Outgoing text messages
ndash Phone number validation
bull Phase Two
ndash Incoming text messages
ndash SMS images to defi index center
Solutions By Text
26CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
27CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Print amp Mail Vendors
28CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Quick Integration
bull Standardized Mail Templates
bull Fully automate creation and fulfilment of Adverse Action lettersndash Email amp Print
bull Reduce vendor management overhead related to Adverse Action letters
bull Reduce ldquonon-revenue producingrdquo work by outsourcing the letter fulfillment
Print Vendors
29CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Adverse Action Letters
Email Collected
Adverse Action Email Bounced
Adverse Action Letter Sent
Email CollectedAdverse Action Email Received
No Email Collected
Adverse Action Letter Sent
30CONFIDENTIAL amp PRIVATEdefi SOLUTIONS CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Text COMMUNICATIONS to 77513 and take a quick session survey
Texting solution provided by Solutions by Text
31CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
SHAUN BAILEYEmail sbaileydefisolutionscom
Phone (678) 221-4189
5CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Our customers are getting ldquosmartrdquoer
3099 3123 3147 317 3194 3218 3241 3266 329 3313
626
928
1221445
1711905
20722198 2292 2368
0
50
100
150
200
250
300
350
2010 2011 2012 2013 2014 2015 2016 2017 2018 2019
US Population vs Smart Phone Users
US Population Smart Phone Users
Next year more than 23rds of people in the US will have a
smartphone
1 out of 5 people in the US have a smartphone
6CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Getting from here to there
7CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
PC Load Letter
8CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
9CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Automating Verifications
bull SCANNING INDEXING AND IMAGING
bull DATA ENTRY
bull VERIFICATION
Dealertrack DDS
10CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
How it worksDealer sells a car and completes the lenderrsquos funding documents
Dealer sends the contract to Dealertrack DDS
Dealertrack DDS scans indexes and verifies the documents
Dealertrack DDS sends the completed verification to defi
defi creates the contract attaches the images indexes the images to your documents and populates questions being answered by DDS
11CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Traditional Verifications vs Dealertrack DDS
Dealer sends
contract to lender
Lender creates contract
Lender scans forms
Lender attaches scans to
defi
Lender indexes scans to
documents
Lender answers
questions of documents
Lender completes
VF tasks
Deal moves to RB status
Dealer sends contract to lender
DDS creates scans forms indexes scans answers questions creates contract in
defi
Deal moves to RB status
Traditional Verifications
Dealertrack DDS Verifications
12CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
13CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Removes most data entry
bull Improves accuracy
bull Speeds up funding process
bull Funding documents come over the same day funding documents
bull Pre-validation of lender funding rules
RouteOne eContracting
14CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
RouteOne eContracting
15CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
RouteOne eContracting
16CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
RouteOne eContracting
17CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
18CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Email Fax Text Message
bull Packaged Notifications
bull Adverse Action Letters
Notifications
19CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
20CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Dealer API
bull Inbound Data Sources
ndash Inbound Update
ndash Inbound Submit
ndash Create Contract
ndash Update Status
API Integration
21CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
How do we digitize our communications with our customers
Embracing technology
22CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
23CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Solutions By Text
24CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Solutions By Text
Demo
25CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Phase Onendash Outgoing text messages
ndash Phone number validation
bull Phase Two
ndash Incoming text messages
ndash SMS images to defi index center
Solutions By Text
26CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
27CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Print amp Mail Vendors
28CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Quick Integration
bull Standardized Mail Templates
bull Fully automate creation and fulfilment of Adverse Action lettersndash Email amp Print
bull Reduce vendor management overhead related to Adverse Action letters
bull Reduce ldquonon-revenue producingrdquo work by outsourcing the letter fulfillment
Print Vendors
29CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Adverse Action Letters
Email Collected
Adverse Action Email Bounced
Adverse Action Letter Sent
Email CollectedAdverse Action Email Received
No Email Collected
Adverse Action Letter Sent
30CONFIDENTIAL amp PRIVATEdefi SOLUTIONS CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Text COMMUNICATIONS to 77513 and take a quick session survey
Texting solution provided by Solutions by Text
31CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
SHAUN BAILEYEmail sbaileydefisolutionscom
Phone (678) 221-4189
6CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Getting from here to there
7CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
PC Load Letter
8CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
9CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Automating Verifications
bull SCANNING INDEXING AND IMAGING
bull DATA ENTRY
bull VERIFICATION
Dealertrack DDS
10CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
How it worksDealer sells a car and completes the lenderrsquos funding documents
Dealer sends the contract to Dealertrack DDS
Dealertrack DDS scans indexes and verifies the documents
Dealertrack DDS sends the completed verification to defi
defi creates the contract attaches the images indexes the images to your documents and populates questions being answered by DDS
11CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Traditional Verifications vs Dealertrack DDS
Dealer sends
contract to lender
Lender creates contract
Lender scans forms
Lender attaches scans to
defi
Lender indexes scans to
documents
Lender answers
questions of documents
Lender completes
VF tasks
Deal moves to RB status
Dealer sends contract to lender
DDS creates scans forms indexes scans answers questions creates contract in
defi
Deal moves to RB status
Traditional Verifications
Dealertrack DDS Verifications
12CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
13CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Removes most data entry
bull Improves accuracy
bull Speeds up funding process
bull Funding documents come over the same day funding documents
bull Pre-validation of lender funding rules
RouteOne eContracting
14CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
RouteOne eContracting
15CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
RouteOne eContracting
16CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
RouteOne eContracting
17CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
18CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Email Fax Text Message
bull Packaged Notifications
bull Adverse Action Letters
Notifications
19CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
20CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Dealer API
bull Inbound Data Sources
ndash Inbound Update
ndash Inbound Submit
ndash Create Contract
ndash Update Status
API Integration
21CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
How do we digitize our communications with our customers
Embracing technology
22CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
23CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Solutions By Text
24CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Solutions By Text
Demo
25CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Phase Onendash Outgoing text messages
ndash Phone number validation
bull Phase Two
ndash Incoming text messages
ndash SMS images to defi index center
Solutions By Text
26CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
27CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Print amp Mail Vendors
28CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Quick Integration
bull Standardized Mail Templates
bull Fully automate creation and fulfilment of Adverse Action lettersndash Email amp Print
bull Reduce vendor management overhead related to Adverse Action letters
bull Reduce ldquonon-revenue producingrdquo work by outsourcing the letter fulfillment
Print Vendors
29CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Adverse Action Letters
Email Collected
Adverse Action Email Bounced
Adverse Action Letter Sent
Email CollectedAdverse Action Email Received
No Email Collected
Adverse Action Letter Sent
30CONFIDENTIAL amp PRIVATEdefi SOLUTIONS CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Text COMMUNICATIONS to 77513 and take a quick session survey
Texting solution provided by Solutions by Text
31CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
SHAUN BAILEYEmail sbaileydefisolutionscom
Phone (678) 221-4189
7CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
PC Load Letter
8CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
9CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Automating Verifications
bull SCANNING INDEXING AND IMAGING
bull DATA ENTRY
bull VERIFICATION
Dealertrack DDS
10CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
How it worksDealer sells a car and completes the lenderrsquos funding documents
Dealer sends the contract to Dealertrack DDS
Dealertrack DDS scans indexes and verifies the documents
Dealertrack DDS sends the completed verification to defi
defi creates the contract attaches the images indexes the images to your documents and populates questions being answered by DDS
11CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Traditional Verifications vs Dealertrack DDS
Dealer sends
contract to lender
Lender creates contract
Lender scans forms
Lender attaches scans to
defi
Lender indexes scans to
documents
Lender answers
questions of documents
Lender completes
VF tasks
Deal moves to RB status
Dealer sends contract to lender
DDS creates scans forms indexes scans answers questions creates contract in
defi
Deal moves to RB status
Traditional Verifications
Dealertrack DDS Verifications
12CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
13CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Removes most data entry
bull Improves accuracy
bull Speeds up funding process
bull Funding documents come over the same day funding documents
bull Pre-validation of lender funding rules
RouteOne eContracting
14CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
RouteOne eContracting
15CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
RouteOne eContracting
16CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
RouteOne eContracting
17CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
18CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Email Fax Text Message
bull Packaged Notifications
bull Adverse Action Letters
Notifications
19CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
20CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Dealer API
bull Inbound Data Sources
ndash Inbound Update
ndash Inbound Submit
ndash Create Contract
ndash Update Status
API Integration
21CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
How do we digitize our communications with our customers
Embracing technology
22CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
23CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Solutions By Text
24CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Solutions By Text
Demo
25CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Phase Onendash Outgoing text messages
ndash Phone number validation
bull Phase Two
ndash Incoming text messages
ndash SMS images to defi index center
Solutions By Text
26CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
27CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Print amp Mail Vendors
28CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Quick Integration
bull Standardized Mail Templates
bull Fully automate creation and fulfilment of Adverse Action lettersndash Email amp Print
bull Reduce vendor management overhead related to Adverse Action letters
bull Reduce ldquonon-revenue producingrdquo work by outsourcing the letter fulfillment
Print Vendors
29CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Adverse Action Letters
Email Collected
Adverse Action Email Bounced
Adverse Action Letter Sent
Email CollectedAdverse Action Email Received
No Email Collected
Adverse Action Letter Sent
30CONFIDENTIAL amp PRIVATEdefi SOLUTIONS CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Text COMMUNICATIONS to 77513 and take a quick session survey
Texting solution provided by Solutions by Text
31CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
SHAUN BAILEYEmail sbaileydefisolutionscom
Phone (678) 221-4189
8CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
9CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Automating Verifications
bull SCANNING INDEXING AND IMAGING
bull DATA ENTRY
bull VERIFICATION
Dealertrack DDS
10CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
How it worksDealer sells a car and completes the lenderrsquos funding documents
Dealer sends the contract to Dealertrack DDS
Dealertrack DDS scans indexes and verifies the documents
Dealertrack DDS sends the completed verification to defi
defi creates the contract attaches the images indexes the images to your documents and populates questions being answered by DDS
11CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Traditional Verifications vs Dealertrack DDS
Dealer sends
contract to lender
Lender creates contract
Lender scans forms
Lender attaches scans to
defi
Lender indexes scans to
documents
Lender answers
questions of documents
Lender completes
VF tasks
Deal moves to RB status
Dealer sends contract to lender
DDS creates scans forms indexes scans answers questions creates contract in
defi
Deal moves to RB status
Traditional Verifications
Dealertrack DDS Verifications
12CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
13CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Removes most data entry
bull Improves accuracy
bull Speeds up funding process
bull Funding documents come over the same day funding documents
bull Pre-validation of lender funding rules
RouteOne eContracting
14CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
RouteOne eContracting
15CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
RouteOne eContracting
16CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
RouteOne eContracting
17CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
18CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Email Fax Text Message
bull Packaged Notifications
bull Adverse Action Letters
Notifications
19CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
20CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Dealer API
bull Inbound Data Sources
ndash Inbound Update
ndash Inbound Submit
ndash Create Contract
ndash Update Status
API Integration
21CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
How do we digitize our communications with our customers
Embracing technology
22CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
23CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Solutions By Text
24CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Solutions By Text
Demo
25CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Phase Onendash Outgoing text messages
ndash Phone number validation
bull Phase Two
ndash Incoming text messages
ndash SMS images to defi index center
Solutions By Text
26CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
27CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Print amp Mail Vendors
28CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Quick Integration
bull Standardized Mail Templates
bull Fully automate creation and fulfilment of Adverse Action lettersndash Email amp Print
bull Reduce vendor management overhead related to Adverse Action letters
bull Reduce ldquonon-revenue producingrdquo work by outsourcing the letter fulfillment
Print Vendors
29CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Adverse Action Letters
Email Collected
Adverse Action Email Bounced
Adverse Action Letter Sent
Email CollectedAdverse Action Email Received
No Email Collected
Adverse Action Letter Sent
30CONFIDENTIAL amp PRIVATEdefi SOLUTIONS CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Text COMMUNICATIONS to 77513 and take a quick session survey
Texting solution provided by Solutions by Text
31CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
SHAUN BAILEYEmail sbaileydefisolutionscom
Phone (678) 221-4189
9CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Automating Verifications
bull SCANNING INDEXING AND IMAGING
bull DATA ENTRY
bull VERIFICATION
Dealertrack DDS
10CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
How it worksDealer sells a car and completes the lenderrsquos funding documents
Dealer sends the contract to Dealertrack DDS
Dealertrack DDS scans indexes and verifies the documents
Dealertrack DDS sends the completed verification to defi
defi creates the contract attaches the images indexes the images to your documents and populates questions being answered by DDS
11CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Traditional Verifications vs Dealertrack DDS
Dealer sends
contract to lender
Lender creates contract
Lender scans forms
Lender attaches scans to
defi
Lender indexes scans to
documents
Lender answers
questions of documents
Lender completes
VF tasks
Deal moves to RB status
Dealer sends contract to lender
DDS creates scans forms indexes scans answers questions creates contract in
defi
Deal moves to RB status
Traditional Verifications
Dealertrack DDS Verifications
12CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
13CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Removes most data entry
bull Improves accuracy
bull Speeds up funding process
bull Funding documents come over the same day funding documents
bull Pre-validation of lender funding rules
RouteOne eContracting
14CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
RouteOne eContracting
15CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
RouteOne eContracting
16CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
RouteOne eContracting
17CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
18CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Email Fax Text Message
bull Packaged Notifications
bull Adverse Action Letters
Notifications
19CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
20CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Dealer API
bull Inbound Data Sources
ndash Inbound Update
ndash Inbound Submit
ndash Create Contract
ndash Update Status
API Integration
21CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
How do we digitize our communications with our customers
Embracing technology
22CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
23CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Solutions By Text
24CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Solutions By Text
Demo
25CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Phase Onendash Outgoing text messages
ndash Phone number validation
bull Phase Two
ndash Incoming text messages
ndash SMS images to defi index center
Solutions By Text
26CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
27CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Print amp Mail Vendors
28CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Quick Integration
bull Standardized Mail Templates
bull Fully automate creation and fulfilment of Adverse Action lettersndash Email amp Print
bull Reduce vendor management overhead related to Adverse Action letters
bull Reduce ldquonon-revenue producingrdquo work by outsourcing the letter fulfillment
Print Vendors
29CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Adverse Action Letters
Email Collected
Adverse Action Email Bounced
Adverse Action Letter Sent
Email CollectedAdverse Action Email Received
No Email Collected
Adverse Action Letter Sent
30CONFIDENTIAL amp PRIVATEdefi SOLUTIONS CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Text COMMUNICATIONS to 77513 and take a quick session survey
Texting solution provided by Solutions by Text
31CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
SHAUN BAILEYEmail sbaileydefisolutionscom
Phone (678) 221-4189
10CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
How it worksDealer sells a car and completes the lenderrsquos funding documents
Dealer sends the contract to Dealertrack DDS
Dealertrack DDS scans indexes and verifies the documents
Dealertrack DDS sends the completed verification to defi
defi creates the contract attaches the images indexes the images to your documents and populates questions being answered by DDS
11CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Traditional Verifications vs Dealertrack DDS
Dealer sends
contract to lender
Lender creates contract
Lender scans forms
Lender attaches scans to
defi
Lender indexes scans to
documents
Lender answers
questions of documents
Lender completes
VF tasks
Deal moves to RB status
Dealer sends contract to lender
DDS creates scans forms indexes scans answers questions creates contract in
defi
Deal moves to RB status
Traditional Verifications
Dealertrack DDS Verifications
12CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
13CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Removes most data entry
bull Improves accuracy
bull Speeds up funding process
bull Funding documents come over the same day funding documents
bull Pre-validation of lender funding rules
RouteOne eContracting
14CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
RouteOne eContracting
15CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
RouteOne eContracting
16CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
RouteOne eContracting
17CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
18CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Email Fax Text Message
bull Packaged Notifications
bull Adverse Action Letters
Notifications
19CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
20CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Dealer API
bull Inbound Data Sources
ndash Inbound Update
ndash Inbound Submit
ndash Create Contract
ndash Update Status
API Integration
21CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
How do we digitize our communications with our customers
Embracing technology
22CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
23CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Solutions By Text
24CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Solutions By Text
Demo
25CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Phase Onendash Outgoing text messages
ndash Phone number validation
bull Phase Two
ndash Incoming text messages
ndash SMS images to defi index center
Solutions By Text
26CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
27CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Print amp Mail Vendors
28CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Quick Integration
bull Standardized Mail Templates
bull Fully automate creation and fulfilment of Adverse Action lettersndash Email amp Print
bull Reduce vendor management overhead related to Adverse Action letters
bull Reduce ldquonon-revenue producingrdquo work by outsourcing the letter fulfillment
Print Vendors
29CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Adverse Action Letters
Email Collected
Adverse Action Email Bounced
Adverse Action Letter Sent
Email CollectedAdverse Action Email Received
No Email Collected
Adverse Action Letter Sent
30CONFIDENTIAL amp PRIVATEdefi SOLUTIONS CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Text COMMUNICATIONS to 77513 and take a quick session survey
Texting solution provided by Solutions by Text
31CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
SHAUN BAILEYEmail sbaileydefisolutionscom
Phone (678) 221-4189
11CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Traditional Verifications vs Dealertrack DDS
Dealer sends
contract to lender
Lender creates contract
Lender scans forms
Lender attaches scans to
defi
Lender indexes scans to
documents
Lender answers
questions of documents
Lender completes
VF tasks
Deal moves to RB status
Dealer sends contract to lender
DDS creates scans forms indexes scans answers questions creates contract in
defi
Deal moves to RB status
Traditional Verifications
Dealertrack DDS Verifications
12CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
13CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Removes most data entry
bull Improves accuracy
bull Speeds up funding process
bull Funding documents come over the same day funding documents
bull Pre-validation of lender funding rules
RouteOne eContracting
14CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
RouteOne eContracting
15CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
RouteOne eContracting
16CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
RouteOne eContracting
17CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
18CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Email Fax Text Message
bull Packaged Notifications
bull Adverse Action Letters
Notifications
19CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
20CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Dealer API
bull Inbound Data Sources
ndash Inbound Update
ndash Inbound Submit
ndash Create Contract
ndash Update Status
API Integration
21CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
How do we digitize our communications with our customers
Embracing technology
22CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
23CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Solutions By Text
24CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Solutions By Text
Demo
25CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Phase Onendash Outgoing text messages
ndash Phone number validation
bull Phase Two
ndash Incoming text messages
ndash SMS images to defi index center
Solutions By Text
26CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
27CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Print amp Mail Vendors
28CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Quick Integration
bull Standardized Mail Templates
bull Fully automate creation and fulfilment of Adverse Action lettersndash Email amp Print
bull Reduce vendor management overhead related to Adverse Action letters
bull Reduce ldquonon-revenue producingrdquo work by outsourcing the letter fulfillment
Print Vendors
29CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Adverse Action Letters
Email Collected
Adverse Action Email Bounced
Adverse Action Letter Sent
Email CollectedAdverse Action Email Received
No Email Collected
Adverse Action Letter Sent
30CONFIDENTIAL amp PRIVATEdefi SOLUTIONS CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Text COMMUNICATIONS to 77513 and take a quick session survey
Texting solution provided by Solutions by Text
31CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
SHAUN BAILEYEmail sbaileydefisolutionscom
Phone (678) 221-4189
12CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
13CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Removes most data entry
bull Improves accuracy
bull Speeds up funding process
bull Funding documents come over the same day funding documents
bull Pre-validation of lender funding rules
RouteOne eContracting
14CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
RouteOne eContracting
15CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
RouteOne eContracting
16CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
RouteOne eContracting
17CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
18CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Email Fax Text Message
bull Packaged Notifications
bull Adverse Action Letters
Notifications
19CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
20CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Dealer API
bull Inbound Data Sources
ndash Inbound Update
ndash Inbound Submit
ndash Create Contract
ndash Update Status
API Integration
21CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
How do we digitize our communications with our customers
Embracing technology
22CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
23CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Solutions By Text
24CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Solutions By Text
Demo
25CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Phase Onendash Outgoing text messages
ndash Phone number validation
bull Phase Two
ndash Incoming text messages
ndash SMS images to defi index center
Solutions By Text
26CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
27CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Print amp Mail Vendors
28CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Quick Integration
bull Standardized Mail Templates
bull Fully automate creation and fulfilment of Adverse Action lettersndash Email amp Print
bull Reduce vendor management overhead related to Adverse Action letters
bull Reduce ldquonon-revenue producingrdquo work by outsourcing the letter fulfillment
Print Vendors
29CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Adverse Action Letters
Email Collected
Adverse Action Email Bounced
Adverse Action Letter Sent
Email CollectedAdverse Action Email Received
No Email Collected
Adverse Action Letter Sent
30CONFIDENTIAL amp PRIVATEdefi SOLUTIONS CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Text COMMUNICATIONS to 77513 and take a quick session survey
Texting solution provided by Solutions by Text
31CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
SHAUN BAILEYEmail sbaileydefisolutionscom
Phone (678) 221-4189
13CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Removes most data entry
bull Improves accuracy
bull Speeds up funding process
bull Funding documents come over the same day funding documents
bull Pre-validation of lender funding rules
RouteOne eContracting
14CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
RouteOne eContracting
15CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
RouteOne eContracting
16CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
RouteOne eContracting
17CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
18CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Email Fax Text Message
bull Packaged Notifications
bull Adverse Action Letters
Notifications
19CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
20CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Dealer API
bull Inbound Data Sources
ndash Inbound Update
ndash Inbound Submit
ndash Create Contract
ndash Update Status
API Integration
21CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
How do we digitize our communications with our customers
Embracing technology
22CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
23CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Solutions By Text
24CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Solutions By Text
Demo
25CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Phase Onendash Outgoing text messages
ndash Phone number validation
bull Phase Two
ndash Incoming text messages
ndash SMS images to defi index center
Solutions By Text
26CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
27CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Print amp Mail Vendors
28CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Quick Integration
bull Standardized Mail Templates
bull Fully automate creation and fulfilment of Adverse Action lettersndash Email amp Print
bull Reduce vendor management overhead related to Adverse Action letters
bull Reduce ldquonon-revenue producingrdquo work by outsourcing the letter fulfillment
Print Vendors
29CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Adverse Action Letters
Email Collected
Adverse Action Email Bounced
Adverse Action Letter Sent
Email CollectedAdverse Action Email Received
No Email Collected
Adverse Action Letter Sent
30CONFIDENTIAL amp PRIVATEdefi SOLUTIONS CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Text COMMUNICATIONS to 77513 and take a quick session survey
Texting solution provided by Solutions by Text
31CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
SHAUN BAILEYEmail sbaileydefisolutionscom
Phone (678) 221-4189
14CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
RouteOne eContracting
15CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
RouteOne eContracting
16CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
RouteOne eContracting
17CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
18CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Email Fax Text Message
bull Packaged Notifications
bull Adverse Action Letters
Notifications
19CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
20CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Dealer API
bull Inbound Data Sources
ndash Inbound Update
ndash Inbound Submit
ndash Create Contract
ndash Update Status
API Integration
21CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
How do we digitize our communications with our customers
Embracing technology
22CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
23CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Solutions By Text
24CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Solutions By Text
Demo
25CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Phase Onendash Outgoing text messages
ndash Phone number validation
bull Phase Two
ndash Incoming text messages
ndash SMS images to defi index center
Solutions By Text
26CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
27CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Print amp Mail Vendors
28CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Quick Integration
bull Standardized Mail Templates
bull Fully automate creation and fulfilment of Adverse Action lettersndash Email amp Print
bull Reduce vendor management overhead related to Adverse Action letters
bull Reduce ldquonon-revenue producingrdquo work by outsourcing the letter fulfillment
Print Vendors
29CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Adverse Action Letters
Email Collected
Adverse Action Email Bounced
Adverse Action Letter Sent
Email CollectedAdverse Action Email Received
No Email Collected
Adverse Action Letter Sent
30CONFIDENTIAL amp PRIVATEdefi SOLUTIONS CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Text COMMUNICATIONS to 77513 and take a quick session survey
Texting solution provided by Solutions by Text
31CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
SHAUN BAILEYEmail sbaileydefisolutionscom
Phone (678) 221-4189
15CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
RouteOne eContracting
16CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
RouteOne eContracting
17CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
18CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Email Fax Text Message
bull Packaged Notifications
bull Adverse Action Letters
Notifications
19CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
20CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Dealer API
bull Inbound Data Sources
ndash Inbound Update
ndash Inbound Submit
ndash Create Contract
ndash Update Status
API Integration
21CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
How do we digitize our communications with our customers
Embracing technology
22CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
23CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Solutions By Text
24CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Solutions By Text
Demo
25CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Phase Onendash Outgoing text messages
ndash Phone number validation
bull Phase Two
ndash Incoming text messages
ndash SMS images to defi index center
Solutions By Text
26CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
27CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Print amp Mail Vendors
28CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Quick Integration
bull Standardized Mail Templates
bull Fully automate creation and fulfilment of Adverse Action lettersndash Email amp Print
bull Reduce vendor management overhead related to Adverse Action letters
bull Reduce ldquonon-revenue producingrdquo work by outsourcing the letter fulfillment
Print Vendors
29CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Adverse Action Letters
Email Collected
Adverse Action Email Bounced
Adverse Action Letter Sent
Email CollectedAdverse Action Email Received
No Email Collected
Adverse Action Letter Sent
30CONFIDENTIAL amp PRIVATEdefi SOLUTIONS CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Text COMMUNICATIONS to 77513 and take a quick session survey
Texting solution provided by Solutions by Text
31CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
SHAUN BAILEYEmail sbaileydefisolutionscom
Phone (678) 221-4189
16CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
RouteOne eContracting
17CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
18CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Email Fax Text Message
bull Packaged Notifications
bull Adverse Action Letters
Notifications
19CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
20CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Dealer API
bull Inbound Data Sources
ndash Inbound Update
ndash Inbound Submit
ndash Create Contract
ndash Update Status
API Integration
21CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
How do we digitize our communications with our customers
Embracing technology
22CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
23CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Solutions By Text
24CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Solutions By Text
Demo
25CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Phase Onendash Outgoing text messages
ndash Phone number validation
bull Phase Two
ndash Incoming text messages
ndash SMS images to defi index center
Solutions By Text
26CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
27CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Print amp Mail Vendors
28CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Quick Integration
bull Standardized Mail Templates
bull Fully automate creation and fulfilment of Adverse Action lettersndash Email amp Print
bull Reduce vendor management overhead related to Adverse Action letters
bull Reduce ldquonon-revenue producingrdquo work by outsourcing the letter fulfillment
Print Vendors
29CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Adverse Action Letters
Email Collected
Adverse Action Email Bounced
Adverse Action Letter Sent
Email CollectedAdverse Action Email Received
No Email Collected
Adverse Action Letter Sent
30CONFIDENTIAL amp PRIVATEdefi SOLUTIONS CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Text COMMUNICATIONS to 77513 and take a quick session survey
Texting solution provided by Solutions by Text
31CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
SHAUN BAILEYEmail sbaileydefisolutionscom
Phone (678) 221-4189
17CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
18CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Email Fax Text Message
bull Packaged Notifications
bull Adverse Action Letters
Notifications
19CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
20CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Dealer API
bull Inbound Data Sources
ndash Inbound Update
ndash Inbound Submit
ndash Create Contract
ndash Update Status
API Integration
21CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
How do we digitize our communications with our customers
Embracing technology
22CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
23CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Solutions By Text
24CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Solutions By Text
Demo
25CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Phase Onendash Outgoing text messages
ndash Phone number validation
bull Phase Two
ndash Incoming text messages
ndash SMS images to defi index center
Solutions By Text
26CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
27CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Print amp Mail Vendors
28CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Quick Integration
bull Standardized Mail Templates
bull Fully automate creation and fulfilment of Adverse Action lettersndash Email amp Print
bull Reduce vendor management overhead related to Adverse Action letters
bull Reduce ldquonon-revenue producingrdquo work by outsourcing the letter fulfillment
Print Vendors
29CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Adverse Action Letters
Email Collected
Adverse Action Email Bounced
Adverse Action Letter Sent
Email CollectedAdverse Action Email Received
No Email Collected
Adverse Action Letter Sent
30CONFIDENTIAL amp PRIVATEdefi SOLUTIONS CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Text COMMUNICATIONS to 77513 and take a quick session survey
Texting solution provided by Solutions by Text
31CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
SHAUN BAILEYEmail sbaileydefisolutionscom
Phone (678) 221-4189
18CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Email Fax Text Message
bull Packaged Notifications
bull Adverse Action Letters
Notifications
19CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
20CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Dealer API
bull Inbound Data Sources
ndash Inbound Update
ndash Inbound Submit
ndash Create Contract
ndash Update Status
API Integration
21CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
How do we digitize our communications with our customers
Embracing technology
22CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
23CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Solutions By Text
24CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Solutions By Text
Demo
25CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Phase Onendash Outgoing text messages
ndash Phone number validation
bull Phase Two
ndash Incoming text messages
ndash SMS images to defi index center
Solutions By Text
26CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
27CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Print amp Mail Vendors
28CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Quick Integration
bull Standardized Mail Templates
bull Fully automate creation and fulfilment of Adverse Action lettersndash Email amp Print
bull Reduce vendor management overhead related to Adverse Action letters
bull Reduce ldquonon-revenue producingrdquo work by outsourcing the letter fulfillment
Print Vendors
29CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Adverse Action Letters
Email Collected
Adverse Action Email Bounced
Adverse Action Letter Sent
Email CollectedAdverse Action Email Received
No Email Collected
Adverse Action Letter Sent
30CONFIDENTIAL amp PRIVATEdefi SOLUTIONS CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Text COMMUNICATIONS to 77513 and take a quick session survey
Texting solution provided by Solutions by Text
31CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
SHAUN BAILEYEmail sbaileydefisolutionscom
Phone (678) 221-4189
19CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
20CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Dealer API
bull Inbound Data Sources
ndash Inbound Update
ndash Inbound Submit
ndash Create Contract
ndash Update Status
API Integration
21CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
How do we digitize our communications with our customers
Embracing technology
22CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
23CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Solutions By Text
24CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Solutions By Text
Demo
25CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Phase Onendash Outgoing text messages
ndash Phone number validation
bull Phase Two
ndash Incoming text messages
ndash SMS images to defi index center
Solutions By Text
26CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
27CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Print amp Mail Vendors
28CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Quick Integration
bull Standardized Mail Templates
bull Fully automate creation and fulfilment of Adverse Action lettersndash Email amp Print
bull Reduce vendor management overhead related to Adverse Action letters
bull Reduce ldquonon-revenue producingrdquo work by outsourcing the letter fulfillment
Print Vendors
29CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Adverse Action Letters
Email Collected
Adverse Action Email Bounced
Adverse Action Letter Sent
Email CollectedAdverse Action Email Received
No Email Collected
Adverse Action Letter Sent
30CONFIDENTIAL amp PRIVATEdefi SOLUTIONS CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Text COMMUNICATIONS to 77513 and take a quick session survey
Texting solution provided by Solutions by Text
31CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
SHAUN BAILEYEmail sbaileydefisolutionscom
Phone (678) 221-4189
20CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Dealer API
bull Inbound Data Sources
ndash Inbound Update
ndash Inbound Submit
ndash Create Contract
ndash Update Status
API Integration
21CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
How do we digitize our communications with our customers
Embracing technology
22CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
23CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Solutions By Text
24CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Solutions By Text
Demo
25CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Phase Onendash Outgoing text messages
ndash Phone number validation
bull Phase Two
ndash Incoming text messages
ndash SMS images to defi index center
Solutions By Text
26CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
27CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Print amp Mail Vendors
28CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Quick Integration
bull Standardized Mail Templates
bull Fully automate creation and fulfilment of Adverse Action lettersndash Email amp Print
bull Reduce vendor management overhead related to Adverse Action letters
bull Reduce ldquonon-revenue producingrdquo work by outsourcing the letter fulfillment
Print Vendors
29CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Adverse Action Letters
Email Collected
Adverse Action Email Bounced
Adverse Action Letter Sent
Email CollectedAdverse Action Email Received
No Email Collected
Adverse Action Letter Sent
30CONFIDENTIAL amp PRIVATEdefi SOLUTIONS CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Text COMMUNICATIONS to 77513 and take a quick session survey
Texting solution provided by Solutions by Text
31CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
SHAUN BAILEYEmail sbaileydefisolutionscom
Phone (678) 221-4189
21CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
How do we digitize our communications with our customers
Embracing technology
22CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
23CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Solutions By Text
24CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Solutions By Text
Demo
25CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Phase Onendash Outgoing text messages
ndash Phone number validation
bull Phase Two
ndash Incoming text messages
ndash SMS images to defi index center
Solutions By Text
26CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
27CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Print amp Mail Vendors
28CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Quick Integration
bull Standardized Mail Templates
bull Fully automate creation and fulfilment of Adverse Action lettersndash Email amp Print
bull Reduce vendor management overhead related to Adverse Action letters
bull Reduce ldquonon-revenue producingrdquo work by outsourcing the letter fulfillment
Print Vendors
29CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Adverse Action Letters
Email Collected
Adverse Action Email Bounced
Adverse Action Letter Sent
Email CollectedAdverse Action Email Received
No Email Collected
Adverse Action Letter Sent
30CONFIDENTIAL amp PRIVATEdefi SOLUTIONS CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Text COMMUNICATIONS to 77513 and take a quick session survey
Texting solution provided by Solutions by Text
31CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
SHAUN BAILEYEmail sbaileydefisolutionscom
Phone (678) 221-4189
22CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
23CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Solutions By Text
24CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Solutions By Text
Demo
25CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Phase Onendash Outgoing text messages
ndash Phone number validation
bull Phase Two
ndash Incoming text messages
ndash SMS images to defi index center
Solutions By Text
26CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
27CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Print amp Mail Vendors
28CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Quick Integration
bull Standardized Mail Templates
bull Fully automate creation and fulfilment of Adverse Action lettersndash Email amp Print
bull Reduce vendor management overhead related to Adverse Action letters
bull Reduce ldquonon-revenue producingrdquo work by outsourcing the letter fulfillment
Print Vendors
29CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Adverse Action Letters
Email Collected
Adverse Action Email Bounced
Adverse Action Letter Sent
Email CollectedAdverse Action Email Received
No Email Collected
Adverse Action Letter Sent
30CONFIDENTIAL amp PRIVATEdefi SOLUTIONS CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Text COMMUNICATIONS to 77513 and take a quick session survey
Texting solution provided by Solutions by Text
31CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
SHAUN BAILEYEmail sbaileydefisolutionscom
Phone (678) 221-4189
23CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Solutions By Text
24CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Solutions By Text
Demo
25CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Phase Onendash Outgoing text messages
ndash Phone number validation
bull Phase Two
ndash Incoming text messages
ndash SMS images to defi index center
Solutions By Text
26CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
27CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Print amp Mail Vendors
28CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Quick Integration
bull Standardized Mail Templates
bull Fully automate creation and fulfilment of Adverse Action lettersndash Email amp Print
bull Reduce vendor management overhead related to Adverse Action letters
bull Reduce ldquonon-revenue producingrdquo work by outsourcing the letter fulfillment
Print Vendors
29CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Adverse Action Letters
Email Collected
Adverse Action Email Bounced
Adverse Action Letter Sent
Email CollectedAdverse Action Email Received
No Email Collected
Adverse Action Letter Sent
30CONFIDENTIAL amp PRIVATEdefi SOLUTIONS CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Text COMMUNICATIONS to 77513 and take a quick session survey
Texting solution provided by Solutions by Text
31CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
SHAUN BAILEYEmail sbaileydefisolutionscom
Phone (678) 221-4189
24CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Solutions By Text
Demo
25CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Phase Onendash Outgoing text messages
ndash Phone number validation
bull Phase Two
ndash Incoming text messages
ndash SMS images to defi index center
Solutions By Text
26CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
27CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Print amp Mail Vendors
28CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Quick Integration
bull Standardized Mail Templates
bull Fully automate creation and fulfilment of Adverse Action lettersndash Email amp Print
bull Reduce vendor management overhead related to Adverse Action letters
bull Reduce ldquonon-revenue producingrdquo work by outsourcing the letter fulfillment
Print Vendors
29CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Adverse Action Letters
Email Collected
Adverse Action Email Bounced
Adverse Action Letter Sent
Email CollectedAdverse Action Email Received
No Email Collected
Adverse Action Letter Sent
30CONFIDENTIAL amp PRIVATEdefi SOLUTIONS CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Text COMMUNICATIONS to 77513 and take a quick session survey
Texting solution provided by Solutions by Text
31CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
SHAUN BAILEYEmail sbaileydefisolutionscom
Phone (678) 221-4189
25CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Phase Onendash Outgoing text messages
ndash Phone number validation
bull Phase Two
ndash Incoming text messages
ndash SMS images to defi index center
Solutions By Text
26CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
27CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Print amp Mail Vendors
28CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Quick Integration
bull Standardized Mail Templates
bull Fully automate creation and fulfilment of Adverse Action lettersndash Email amp Print
bull Reduce vendor management overhead related to Adverse Action letters
bull Reduce ldquonon-revenue producingrdquo work by outsourcing the letter fulfillment
Print Vendors
29CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Adverse Action Letters
Email Collected
Adverse Action Email Bounced
Adverse Action Letter Sent
Email CollectedAdverse Action Email Received
No Email Collected
Adverse Action Letter Sent
30CONFIDENTIAL amp PRIVATEdefi SOLUTIONS CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Text COMMUNICATIONS to 77513 and take a quick session survey
Texting solution provided by Solutions by Text
31CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
SHAUN BAILEYEmail sbaileydefisolutionscom
Phone (678) 221-4189
26CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
defi Integrated ldquoSOLUTIONSrdquo
bull DEALERTRACK DDS
bull ROUTEONE ECONTRACTING
bull NOTIFICATIONS
bull API INTEGRATION
bull SOLUTIONS BY TEXT
bull PRINT amp MAIL VENDORS
Embracing technology
27CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Print amp Mail Vendors
28CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Quick Integration
bull Standardized Mail Templates
bull Fully automate creation and fulfilment of Adverse Action lettersndash Email amp Print
bull Reduce vendor management overhead related to Adverse Action letters
bull Reduce ldquonon-revenue producingrdquo work by outsourcing the letter fulfillment
Print Vendors
29CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Adverse Action Letters
Email Collected
Adverse Action Email Bounced
Adverse Action Letter Sent
Email CollectedAdverse Action Email Received
No Email Collected
Adverse Action Letter Sent
30CONFIDENTIAL amp PRIVATEdefi SOLUTIONS CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Text COMMUNICATIONS to 77513 and take a quick session survey
Texting solution provided by Solutions by Text
31CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
SHAUN BAILEYEmail sbaileydefisolutionscom
Phone (678) 221-4189
27CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Print amp Mail Vendors
28CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Quick Integration
bull Standardized Mail Templates
bull Fully automate creation and fulfilment of Adverse Action lettersndash Email amp Print
bull Reduce vendor management overhead related to Adverse Action letters
bull Reduce ldquonon-revenue producingrdquo work by outsourcing the letter fulfillment
Print Vendors
29CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Adverse Action Letters
Email Collected
Adverse Action Email Bounced
Adverse Action Letter Sent
Email CollectedAdverse Action Email Received
No Email Collected
Adverse Action Letter Sent
30CONFIDENTIAL amp PRIVATEdefi SOLUTIONS CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Text COMMUNICATIONS to 77513 and take a quick session survey
Texting solution provided by Solutions by Text
31CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
SHAUN BAILEYEmail sbaileydefisolutionscom
Phone (678) 221-4189
28CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
bull Quick Integration
bull Standardized Mail Templates
bull Fully automate creation and fulfilment of Adverse Action lettersndash Email amp Print
bull Reduce vendor management overhead related to Adverse Action letters
bull Reduce ldquonon-revenue producingrdquo work by outsourcing the letter fulfillment
Print Vendors
29CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Adverse Action Letters
Email Collected
Adverse Action Email Bounced
Adverse Action Letter Sent
Email CollectedAdverse Action Email Received
No Email Collected
Adverse Action Letter Sent
30CONFIDENTIAL amp PRIVATEdefi SOLUTIONS CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Text COMMUNICATIONS to 77513 and take a quick session survey
Texting solution provided by Solutions by Text
31CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
SHAUN BAILEYEmail sbaileydefisolutionscom
Phone (678) 221-4189
29CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Adverse Action Letters
Email Collected
Adverse Action Email Bounced
Adverse Action Letter Sent
Email CollectedAdverse Action Email Received
No Email Collected
Adverse Action Letter Sent
30CONFIDENTIAL amp PRIVATEdefi SOLUTIONS CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Text COMMUNICATIONS to 77513 and take a quick session survey
Texting solution provided by Solutions by Text
31CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
SHAUN BAILEYEmail sbaileydefisolutionscom
Phone (678) 221-4189
30CONFIDENTIAL amp PRIVATEdefi SOLUTIONS CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
Text COMMUNICATIONS to 77513 and take a quick session survey
Texting solution provided by Solutions by Text
31CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
SHAUN BAILEYEmail sbaileydefisolutionscom
Phone (678) 221-4189
31CONFIDENTIAL amp PRIVATEdefi SOLUTIONS
SHAUN BAILEYEmail sbaileydefisolutionscom
Phone (678) 221-4189