Partner Case Study: Maintaining Visibility and Control After Finance Approval

Overview

For finance brokers, securing approval is only part of the journey. The period that follows — vehicle selection, dealer engagement, documentation, and settlement — is often where visibility drops and risk increases.

This case study explores how integrating vehicle sourcing into the broker workflow helps maintain control, clarity, and momentum after approval, ensuring customers progress confidently through to settlement without drifting into unmanaged dealership processes.

The Challenge: What Happens After Approval

In many finance-led car purchases, approval marks a handover point rather than a continuation.

Once customers begin engaging dealerships independently, brokers can be left unsure where the customer is in the process, which vehicle they’re considering, whether pricing or availability has changed, or if alternative finance conversations are occurring.

In addition, brokers often have no direct relationship with the dealership handling the vehicle, making it difficult to track progress, manage expectations, or intervene when issues arise.

The result is not always delay, but uncertainty — and uncertainty introduces risk late in the journey.

The Role of Book A Test Drive: Bridging the Gap

Book A Test Drive operates as the vehicle sourcing and coordination layer between broker, deale

r and customer.

Rather than fragmenting responsibility, we bridge it.

By managing vehicle sourcing directly and maintaining aligned communication across all parties, brokers retain visibility, dealers engage with prepared buyers, and customers move forward with guidance rather than guesswork.

In this case, that meant:

• The broker maintained clear line-of-sight on customer progress at every stage

• Vehicle suitability and availability were confirmed early, reducing late-stage changes

• Dealer engagement was coordinated through a single aligned channel

• Finance conversations remained with the broker, not diluted across the process

• Documentation, including tax invoices, progressed with clarity and urgency

Instead of needing to chase updates or reinsert themselves late in the process, the broker remained informed and in control from approval through to settlement.

Why Integration Matters More Than Speed

The value of an integrated car buying service is not measured purely in days saved.

It is measured in certainty.

When sourcing, dealer engagement, and customer decision-making are aligned early, common causes of delay are addressed before they surface. Expectations are clearer. Decision points are supported sooner. Momentum is maintained without pressure.

Brokers consistently report that when vehicle sourcing is treated as part of the finance journey — rather than something running alongside it  fewer deals stall and fewer clients drift out of view.

Results Summary (Partner Perspective)

Results Summary

• Improved broker visibility throughout the sourcing and settlement stages

• Clearer coordination between broker, dealer, and customer

• Reduced uncertainty around customer progress and dealer engagement

• Fewer interruptions and follow-ups required during settlement

• Greater confidence progressing approvals through to completion

Partner Reflection

“Being able to leave certain aspects of the process in capable hands made a real difference. It allowed me to stay focused on my client, knowing the vehicle side was being handled transparently and professionally. The journey felt smooth from start to finish.”

Erik Donert - Founder Edelweiss Finance

Why This Matters

The real cost of not having an integrated car buying service is not time, it is leakage.

When customers are left to navigate vehicle decisions independently, brokers lose visibility, relationships weaken and outcomes become unpredictable. When sourcing is coordinated properly, the journey holds together.

Same leads.
Clearer process.
Stronger completions.

About Book A Test Drive

Book A Test Drive is a vehicle sourcing service built to support finance brokers by managing vehicle selection, dealer engagement, and buyer coordination — while ensuring brokers remain central to the finance relationship.