Deal Desk
Everything about a live deal on one screen.
The customer, the numbers, the worksheet, the decision, the notes — with every lender on the deal visible at a glance instead of locked in the finance manager’s head.
Two seconds
to see where a file stands with every bank
Tracked to close
stipulations, the place deals quietly rot
Public form
a credit application on your own web address
Two seconds
The lender board
Every bank on the deal is shown as a chip with where it stands — submitted, approved, declined, funded — over a real lender registry.
Anyone can see the state of a file in two seconds instead of asking the finance manager. That single change is what stops a desk becoming a bottleneck.
Where deals quietly rot
Stipulations tracked to close
What each bank wants, what has been sent, and what is still outstanding. Stips are where deals quietly rot; here they are visible to everyone who touches the file.
Combined with document handling, a stip that arrives by text ticks itself off before anybody thinks to chase it.
The rest of the desk
Lenders, stips and decisions on one screen.
The credit application
Lives on the deal, with a public application form on your own web address that feeds straight in.
Invoicing
Invoice generation, line items, payment records and payment reminders.
Payment assistance
A request flow for customers who need help arranging payment.
Internal notes
On the file, where the next person will actually find them.
Questions
The things dealers ask first.
Give us your cell number on the walkthrough and the system will work you like a real lead.
Book a walkthroughCan staff see lender status without asking the finance manager?
Yes. The lender board shows every bank on the deal and its current state, so the answer is on screen instead of in someone head.
Where does the credit application come from?
From a public application form on your own web address, or entered in the platform. Either way it lands on the deal.
Does this replace my DMS?
No. It works alongside it, covering everything from the moment the lead arrives to the moment the car is delivered.
Next up
Come find the leak
in your own store.
Fifteen minutes, three live demonstrations, and one honest conversation about what is actually costing you deals.