eFax for Dealers: Fax Numbers per Store and Partner

Some lenders still answer by fax. SecureWebX gives your store and each partner a fax number of its own, and shows the fax activity in the same console that holds the application.

eFax for dealers is a fax number, or several, that belong to your dealership inside SecureWebX, so a lender or partner who still works by fax can reach your finance office and the fax shows up in the console with the application it belongs to. That is the one sentence version. The reason it exists is not nostalgia. A meaningful share of credit unions, regional banks and secondary lenders still send countersigned approvals, funding notices and stip requests by fax, and a store that pretends otherwise ends up with a fax machine in the corner that one person knows how to check.

Inside SecureWebX, fax numbers are a managed object rather than a phone line. A number is assigned to the company, given a plain label such as the main fax line or the finance office fax, and set for inbound, outbound or both. A number can also be assigned to a specific lender or partner on your partner list, so the fax traffic for that relationship is separated from everything else. Recent fax activity and inbound status appear in the console, which means the finance manager waiting on an approval sees it arrive rather than walking to the machine on a hunch.

This page is the product side view of one capability. The Send to Lender secure share page covers the modern path for getting an application in front of a lender, and eFax is what covers the lenders who are not on that path yet.

A used car store works with a credit union that approves deals quickly and communicates the old way. The finance manager shares the application through Send to Lender, the credit union reviews it in the lender response portal, and the countersigned approval with the funding conditions comes back by fax, because that is how the credit union's funding desk works. In a store without eFax, that approval lands on a machine in the back office, sits in the tray under a parts invoice, and the customer who was told to come back at four is waiting in the showroom while somebody hunts for a sheet of paper.

With eFax the approval arrives on the fax number assigned to that credit union, the console shows the inbound fax under recent fax activity, and the finance manager opens it from the desk. The stipulation it asks for, proof of residence, gets requested from the customer through the stipulations workflow, uploaded, and shared back. The deal funds. Nobody touched a fax machine and nobody guessed whether the approval had come in.

The same afternoon a warranty company that only accepts contracts by fax needs a signed form. The store's outbound fax number handles that, and the record of the send sits in the console beside everything else on the deal. The finance office's day is a series of handoffs to outside parties, and eFax makes the fax handoffs as visible as the email ones.

Leave your number and a lead specialist calls you back to answer your questions about pricing, coverage, and setup. Mon - Sat, 9:00 AM - 6:00 PM Pacific.

Prefer to talk right now? Call or text 844-376-2274.

eFax lives inside the SecureWebX console, the same place the application inbox, worksheets, partner list and mailbox live. The console opens from the SecureWebX button on the LeadLocate CRM dock, one login, no second password. Fax numbers are provisioned and assigned on the administration side, so a store asks for a number and our team assigns it to the company or to a partner; from then on the store sees its assigned fax numbers, each with its label and its inbound and outbound setting, and the recent fax activity for each.

Because a fax number can be tied to a partner, the fax traffic for a lender sits alongside that lender's entry in your partner list, next to the email thread in the mailbox and the applications you have shared with them. The store's tracking phone numbers from the CRM sync into SecureWebX as well, so the numbers a customer or a lender sees on your paperwork are consistent across the platform. The console is also available as the SecureWebX app on iOS and Android, so a manager off the floor can see that a fax arrived without being at the desk.

The distinction in the title matters. A single store fax number is what most dealerships have, and it becomes a bottleneck the moment two lenders send on the same afternoon. eFax lets a dealership hold more than one number and label each one, so the main fax line, the finance office line and a line for a specific partner are separate. Assigning a number to a partner means inbound faxes from that partner are already associated with the relationship when they arrive, and outbound faxes to that partner go out from the number that partner recognizes.

Each number carries an inbound setting, receive faxes, and an outbound setting, send faxes, which can be on together or separately. A dealership group with several rooftops gets numbers per company, since each company in SecureWebX is its own console with its own users, partners and fax numbers. The activity view answers the question a finance manager actually asks, which is not how many faxes came in this month but whether the one they are waiting on has arrived.

It replaces three things. The physical fax machine and its phone line, which a surprising number of stores still pay for monthly. The standalone online fax subscription, which is a separate login, a separate bill and an inbox nobody in the finance office checks after the person who set it up leaves. And the habit of photographing a faxed approval with a phone and texting it to whoever needs it, which puts a customer's approval on a personal device and outside any record.

eFax is part of SecureWebX, and SecureWebX is part of every LeadLocate plan rather than an add on with its own contract. Plans are month to month; the pricing page lists them, from CRM Only at $199 to the plans that include exclusive local leads. A store already paying for a fax line and a fax service is paying for something it already has once it is on the platform.

A faxed approval is a document about a consumer's credit, and a fax tray is the least controlled place in the building for it to sit. When the fax lives in SecureWebX, it is inside a system where every sign in requires two factor authentication, application data is encrypted at rest, uploads are virus scanned, and the audit log records who viewed and shared what. A fax about an application belongs with the application, and the partner assignment on the number is what keeps it there.

Retention follows the SecureWebX rule: archive, never delete. A funding notice that arrived by fax is retained with the rest of the record, so a question months later about what the lender actually said has a document to point to. The credit application security page covers the controls in detail. A page like this one is careful to say what a fax number is and is not: it is a delivery path into a secure system, and it does not by itself make a store compliant, which is the job of the store's own compliance program.

Fax numbers are assigned by our team rather than self served, because a number has to be provisioned and then attached to the right company and partner. Ask for one from inside the console, from your SecureWebX support ticket, or from the contact page, and tell us how many you want and which partners should have their own. The number appears under assigned fax numbers with its label and its inbound and outbound settings, and fax activity starts showing in the console as soon as the first one arrives. A number for a partner who is new to your partner list starts with adding the partner, which takes a minute.

If your store needs something specific, a fax number in a particular area code, a routing rule that alerts a named user, or a number per rooftop for a group, that is available on request, and our team puts it in production for your dealership.

eFax is most useful alongside the rest of the lender handoff. Pair it with Send to Lender, so the modern lenders get a secure share and the fax lenders get a number, and both responses land on the application. Pair it with the stipulations workflow, so a stip requested by fax is fulfilled by upload and shared back without a second fax. Pair it with the lender and DMS export formats when the receiving side wants a file rather than a page, and with the mailbox for the partners who prefer email.

The all features list shows where eFax sits among everything else in the platform, and the pre-recorded live demo walks through the console it lives in.

Do I need a fax machine or a fax line?

No. eFax numbers live inside SecureWebX. Inbound faxes appear in the console under recent fax activity, and outbound faxes go out from a number assigned to your company or to a partner. There is nothing to install.

Can each lender have its own fax number?

Yes. A fax number can be assigned to a specific lender or partner on your partner list, so that relationship's fax traffic is separated from the main line and associated with the partner when it arrives.

Can a number receive and send?

Each number carries an inbound setting for receiving faxes and an outbound setting for sending them. They can be on together or separately, depending on how the number is used.

How do I get a fax number?

Ask our team from the console, a support ticket or the contact page. Numbers are provisioned and assigned to your company or partner on the administration side, then appear under your assigned fax numbers with their labels and settings.

Is eFax an extra charge?

eFax is part of SecureWebX, which is part of every LeadLocate plan. Plans are month to month and listed on the pricing page.

Is a faxed approval kept with the application?

Yes. Fax activity lives in the same console as the application, under the same two factor sign in, encryption at rest and audit log, and records are archived rather than deleted.

Fax numbers per store and per partner, inside the console that already holds the application. SecureWebX is part of every LeadLocate plan, month to month.

Prefer to talk right now? Call or text 844-376-2274.