Pinnacle Finance Blog

February 17, 2016

LOAN DOCUMENTS UPDATE

One of our primary goals at Pinnacle Finance is to fund loans as quickly as possible for our dealers.  Dealers can assist in this process by making sure that Pinnacle has all of the required documents and that they are completed correctly.  To help make the funding process as efficient as possible we have made some minor changes to our credit application and contract completion screens within the Pinnacle Online Dealer System (PODS).   First, to review, the following are the documents Pinnacle requires to fund a loan. Credit application signed by customer(s) – An original of the credit application […]
May 20, 2016

Save Time and Money – Best Practices for Completing Loan Documents Using Electronic Signatures

Why make a trip to your customer’s home to get loan documents signed when they can be done electronically?   Our Pinnacle Online Dealer System (PODS) provides a simple, fast and secure method of emailing the documents to your customer so they can sign them electronically.  PODS utilizes DocuSign, the industry leader in E-sign (Electronic Signatures). Here are a few tips to take advantage of this very powerful on-line tool: Set a phone call time – Although you can initiate an email to your customer(s) at any time to begin the DocuSign process, scheduling a brief phone call with the customer to […]