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Remote Quote and Apply

The way that vehicles are bought and sold has changed for the foreseeable future, and here at Close Brothers Motor Finance, we want to navigate the ‘new norm’ together by supporting you and your business in continuing to sell vehicles.

Introducing our latest feature – Remote Quote and Apply!

Our latest functionality to our Showroom proposal software allows a customer to submit their details and complete a finance proposal form all from the comfort of their own home. This is just one way to keep your business running, be it physically or remotely, and the functionality is easy to use and understand. 

Please remember, to ensure you don’t inadvertently enter into a distance sale, you’ll need to speak to the customer face to face, whilst observing social distancing at your dealership prior to them signing their agreement.

The below instructional video from Codeweavers provides a walkthrough of the process.

Whilst Remote, Quote and Apply was introduced in light of the current climate, it’s a tool that will continue to benefit both you and your customers, since you’re able to quote customers for finance and send them the quote immediately, and they can receive quotes instantly too.

It also means that a customer can complete the proposal form online in the comfort of their own home, and you’ll know when they begin the process, so you can call and follow up to help if needed. 

The completed proposal form is then sent back to you, and you can access this in the Proposals tab on your Showroom platform. You can then check through the information and submit this to Close Brothers Motor Finance as you usually would. We will then underwrite this as normal.

This additional functionality is free of charge and you don’t need to do anything to take advantage, as it’s automatically available in Showroom.

When using Remote Quote and Apply, if accepted for finance, we suggest that customers physically sign their finance agreement as it’s easier to maintain social distancing. Here’s how to do this:

  • Your branch will email the documents to you
  • Print two copies of all documents
  • Ask the customer to sign both
  • You retain one copy and give the customer the other to take home
  • Instead of printing the documents, you can save them to your computer to email these to the customer for them to sign and send back to you
  • You should also get a copy of the customer's ID for your records, as usual 

If you have any further questions about Remote Quote and Apply, please contact your Account Manager in the first instance.

  1. Log into Showroom as usual.
  2. Once you have created a quote for a customer and saved it as normal, click on ‘Email Remote Apply’.

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  3. Select the quotes you would like to email to the customer
  4. Fill in the customer’s name and email address
  5. Confirm the customer is happy with us using their data by reading them the text next to the check box
  6. Click ‘Send Email’ – the email will appear to the customer as though your dealership has sent it, but will contain Close Brothers Motor Finance branding around the finance quote.

Yes, you will be prompted to manually input a registration number as usual to create the quote.

As long as they complete basic contact information, this will be stored in Showroom, allowing you to follow up if necessary. When a customer starts filling in the form, you will be sent an alert by email.

You’ll get an email alert, and you’ll be able to access the completed form in the Proposals tab on Showroom. Please make sure you have a quick read through and check the information before sending on to us.

We are continuing to review our Anti-Money Laundering requirements, but for now we require certified copy ID for all customers before pay-out. 

We are also making a courtesy call to all customers to welcome them to Close Brothers Motor Finance and to confirm they have signed their documents and are in possession of their vehicle.

While using this new functionality, we want to make sure you don’t enter a distance sale without realising it, as distance sale agreements come with different regulations, and rights for the customer. 

You’ll need to ensure at some point during the sales process, you speak to the customer face to face at your dealership prior to them signing their finance agreement. This can be done in the same visit.

When handing a vehicle over to a customer, it’s important that social distancing and staff protection procedures are in place.  You may prefer to deliver the vehicle, as opposed to having the customer visit your dealership, but whatever option you and the customer agree, please do continue to monitor Government guidelines around travel restrictions.

  • Your branch will email the documents to you
  • Print two copies of all documents
  • Ask the customer to sign both
  • You retain one copy and give the customer the other to take home
  • You should also get a copy of the customer's ID for your records, as usual