AgentDealer Unveils New Suite of Features with GreatAmerica Financial Services
by Sara Santora, on 10/26/25 5:00 PM
The Sailor Group, Inc., developers of the innovative AgentDealer platform, in collaboration with GreatAmerica Financial Services, are thrilled to unveil a suite of groundbreaking features designed to supercharge efficiency and streamline operations. These enhancements empower customers to seamlessly navigate the entire application process within the AgentDealer system, from submission to funding and beyond, saving valuable time and centralizing all records in one cohesive platform.
Introducing the game-changing features:
- Effortlessly view your customers' GreatAmerica invoices.
- Instantly access executed agreements.
- Seamlessly create invoices for funding.
- Efficiently generate funding worksheets.
- Conveniently upload documents to GreatAmerica at the time of application.
- Swiftly create End-of-Term Buyout Quotes.
With these cutting-edge features, AgentDealer and GreatAmerica Financial Services customers now have a unified system that connects everything needed to process applications, research lessee details, view invoices and agreements, and even generate End-of-Term quotes. This integration ensures a smoother, more efficient workflow, enhancing overall productivity.
“Our long-standing partnership with GreatAmerica has been instrumental in helping us deliver even greater value to our customers through AgentDealer,” said Ed Barfield, CEO of The Sailor Group, Inc. “Their commitment to innovation, reliability, and customer success aligns perfectly with our mission to provide best-in-class CRM solutions tailored for the office technology industry.”
Tawnya Stone, vice president of the strategic technology team at GreatAmerica, shares her excitement: “In today’s fast-paced environment, our office imaging dealers are constantly seeking ways to boost operational and administrative efficiencies while reducing sales cycle time. Our integrations with AgentDealer leverage technology to alleviate the administrative burden for our dealers, making the financing process easier and more efficient.”
