Home / Tools / Finance

F&I that funds fast and stays clean.

The back end is where good months become great ones — and where sloppy process costs real money. These tools keep every deal structured right, every product presented properly, and every dollar of funding chased until it lands.

What You Get

Back-end gross, front-of-mind

Compliance and profitability aren't opposites — with the right process they reinforce each other.

01
Deal structuring supportConsistent, transparent deal structures with every figure stored in exact cents — no rounding surprises, no mystery math at the desk.
02
Product & menu presentationEvery customer sees the full menu, every time — the professional, consistent presentation that lifts product penetration honestly.
03
Funding & CIT trackingContracts-in-transit visible and aged daily, so held deals get chased on day two — not discovered at month end.
04
Deposit handling done rightOnline holding deposits processed by a PCI-compliant payment provider — card details never touch your systems — with a tax invoice generated automatically.
05
Compliance trail built inEvery access to customer and deal information is recorded in an immutable audit log — the paper trail regulators and lenders expect, kept automatically.
06
Sensitive data locked downIdentity documents and licence numbers are encrypted at rest with AES-256 and visible only to the roles that need them.
How It Works

From pencil to funded

Structure

The deal is built on clean numbers shared between sales and F&I — one version of the truth.

Present

Products are offered through a consistent menu process, with the customer's choices documented.

Fund

Lender submission and stipulations tracked to the day, with CIT aging visible to management.

Audit

The complete history — who did what, when — is preserved automatically for every deal.

Tighten the back end. Keep the gross.

Tell us your average days-to-fund and your CIT number — we'll show you where the tools claw both back.

Book a Demo