Code
- Your salesperson creates a QR code for the deal.
- That is their whole part: no typing, no photocopies, no documents.
Secure Customer Intake
The buyer completes it on their own phone. Your sales floor never sees the PII.
- One QR code at the desk starts everything: identity verification, the application, and every compliance approval, on the buyer's phone, in about two minutes.
- The completed application goes to your lenders through DealerTrack and RouteOne. DealSafe never connects to your DMS.
- The moment it's submitted, the sensitive parts lock down to the people who actually need them.
Four parts
Four corners of compliance
The buyer completes it on their own phone.
Four steps. Two of them are nobody's job.
Phone
- The buyer completes verification, the application and every consent on their own phone.
- Each approval is captured separately and time-stamped.
Lenders
- The completed application goes to DealerTrack and RouteOne, with CUDL to follow.
- Credit runs on your own 700Credit account. DealSafe never connects to your DMS.
Lockdown
- On submission, sensitive data is visible to general managers and finance managers only.
- Salespeople see their deals and their statuses. Nothing else.
Four approvals. Captured separately. Time-stamped.
Privacy policyTerms and conditionsHard-credit consentE-signature consent
One signature at the bottom of a stack proves nothing in particular. DealSafe captures each approval as its own event, time-stamped the moment the buyer agrees, and files it to the deal's Book of Evidence. When a lender, insurer or examiner asks how a consent was obtained, you export the record.
Need-to-know, enforced by the system.
- General managers and finance managers see the full file.
- Salespeople see their deals and statuses. No credit data, no license images, no Social Security numbers.
- Every access is logged. Who opened what, when, on which deal.
Not comfortable on their own phone? Same flow, your iPad.
Your salesperson walks through the same steps with the buyer on an iPad, side by side. The buyer still approves every consent themselves. Same record, same time-stamps, same lockdown afterward.
Scope honesty, as usual.
| Secure Customer Intake is | Secure Customer Intake is not |
|---|---|
| Verification, application and consents on the buyer's phone | A credit bureau or a lender. The pull runs on your 700Credit account. |
| Delivery of the application to DealerTrack and RouteOne, CUDL to follow | A replacement for your lender relationships |
| Role-based PII access with a logged audit trail | A DMS connection. DealSafe never connects to your DMS. |
| Included in The Desk and The Group | A desking, menu or deal-structuring tool |
See Red Flags & ID verification · See the Safeguards Rule program · See training & audit support · See pricing
Related reading: California's CARS Act: what changed on October 1, 2026, and where the credit application fits · The Red Flags Rule for auto dealers · How to choose dealer compliance software: a buyer's guide · Enforcement Watch
The intake, by the numbers.
1
QR code. The salesperson's entire part in collecting the buyer's data.
~2 min
On the buyer's own phone: verification, application, and every consent, while your F&I manager works the deal.
4
Approvals captured as separate, time-stamped events: privacy policy, terms, hard-credit consent, e-signature consent.
2 roles
General managers and finance managers see the file. The sales floor sees deal status. Every access is logged.
What if a buyer starts on their phone and doesn't finish?
The deal shows the incomplete status, and your salesperson can finish the flow with them on the iPad. Nothing is lost; the record picks up where it stopped.
Does DealSafe pull the credit?
No. DealSafe captures the buyer's consent to a hard credit check and files it to the deal. Your store then initiates the pull through DealSafe on its own 700Credit account, and DealSafe reports the results back into the deal file. We are not a bureau and not a lender. Your lender relationships stay exactly as they are, and DealSafe never makes a credit decision.
Can a salesperson ever see the SSN if they need to?
Access follows role, not request. If someone needs broader access, a GM changes their role, and that change is logged too. There is no "just this once" backdoor, which is precisely what makes the audit trail worth something.
Does this work for remote buyers?
Yes. The same flow runs by link before the buyer ever reaches the store: verification, application, and consents completed in advance, with the same lockdown on submission.
Which tier includes this?
The Desk and The Group. See the pricing page for the full comparison.
What happens to the data if we leave DealSafe?
You export everything, applications, consent records, and access logs, before the account closes. Your data is yours, in writing, as with every DealSafe tier.
See the intake run on a real deal.
Already decided? Start your order.