Deal/Lead Security

We listen to our dealers when they make requests for enhancements.  One that got brought to our attention was added security for the Lead Console and Deals tab.  Dealers wanted the ability to restrict a salesperson to only see the deals that were assigned to them.  We felt that this was a good suggestion and one that all dealers could benefit from so this morning we released the new Deal list and Lead security.  We like to take the opportunity to add additional enhancements when we put out a new update so here are some things that were added as well:

Feature List

• Being able to assign a user to only see certain sales peoples' deals
• Added advanced search options under the Deal List
• Can save default filter settings for future settings like in inventory
• Can search in larger date range
• Can filter to view multiple deal types
• Can filter to view multiple deal statuses
• Can filter to view multiple sales peoples' deals
• Save setting to see up to 250 deals on one page
• Deal creation date has been added to the deal list next to the contract date
• A new deal can be started from the Deal List

Help!

At Fex we are always trying to think of new ways to help our dealers.  It is imperative that a dealer is able to find the answer they are looking for and in a timely manner because those precious moments with the customer are invaluable and who wants to lose a sale over not being able to work your DMS?  So Fex has beefed up our Help tab.  We have added the following to make things easier for our dealers to navigate through our system:

Frequently Asked Questions (FAQ's)

• Under the Help tab is a FAQ box.  Click on it to see the common questions in FEX
• The top ten questions are listed there with answers as well as videos in most cases to show you how to do it
• Other questions can be looked up in the search bar to find other relevant subjects

Training Videos

• We have created training videos for different areas of the system.
• You can find them under the Help tab on the right hand side
• Each section has been broken down into videos less than 11 minutes long
• They take you step by step through each area of the system for easy follow along

Online Chat

• In the upper right hand corner of your screen when you're logged in you will see online chat.
• Click on the green button to start a live chat
• Our customer service reps are happy to assist you answering questions or calling you to go over items
• They can also to a go to assist where they can see your computer screen to help you with a problem.

Training Calendar

• On the My Console tab is the training calendar
• That has a listing of the different trainings we are doing throughout the week
• If you click on the training, it gives you a description of the training and link to the training itself

Contact Phone Numbers

• On the Help tab in the bottom left hand corner is a listing of all our sales reps' phone numbers
• If you've lost their number or just trying to get a hold of someone after hours that's the place to look
• Tara Huber and Mike Dominguez's phone numbers are listed as well so you have added back up if you can't get a hold of your rep
• Corporate's 800 number is listed there as well.

Meet some of our Staff

At Finance Express, customer service is very important to us!  In order to have exemplary customer service, you have to have a great team of people, so to help put a face with a name here,  are some of our employees.

Aila Zaragoza, Accounting/Billing

Candy Huber, Collections

Chas Patterson, Senior Developer

David Moderi, VP of Online Strategies

Dennis Harvey, Customer Service

Michael Flashner, COO

Georgeanne Midgette, Sales Rep - covering NC, SC, VA, MD, WV, & CO

Jeff Hornbuckle, Systems

Jeff McCurry, Chief Technology Officer

Madeline Hodgkinson, Customer Service

Maria Atwood, Accounts Payable

Mike Dominguez, Customer Service

Ruth Brown, Sales Rep - covering TX, NE, NM, & MS

Straty Hadjiyannis, Customer Service & Lender Relations

Vince Fierro, Lender Relations

Tara Huber-Bauman, Sales & Training

About Finance Express

Finance Express was established in 2001 after its founder, David Huber, recognized a need for a simple, powerful and affordable dealer management solution for independent dealers. Mr. Huber brought years of experience in the automotive and finance industry together with innovative technology to develop a solution that levels the playing field for independent automobile dealers.

FEX is the first and only fully-integrated, web-based dealer management system ("DMS") that includes an integrated loan origination platform designed exclusively for independent dealers and a comprehensive risk mitigation program for participating lenders.

In early 2006, Finance Express formalized an equity partnership with Automotive Finance Corporation (AFC), a wholly-owned subsidiary of Adesa, Inc. This partnership gave Finance Express traction within the industry and creditability with leading lenders.

In October of 2006, Finance Express acquired software technology company CompuSolutions, Inc. (aka DealTrace), which specialized in Buy Here Pay Here, accounting systems and comprehensive integration solutions. Together these two companies created FEX 2.0 – the simple, powerful and affordable full-service dealer management and loan servicing system, created especially for the independent used car dealer. Today, FEX is the only system that fully integrates regional, national, and local lenders into the dealer management system with accounting, collections, buy here pay here, and inventory management, and provides all other tools needed to run an internet connected dealership today.

In May of 2007, Finance Express acquired the Tracker Dealer Management System from Manheim. The purchase of Tracker forged a strong relationship between Finance Express and Manheim Financial Services (MAFS).