Dealership Workflow

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Dealership Workflow is a cloud-based digital deal jacket and workflow management platform built specifically for auto dealerships. It fills the gap between CRM and DMS systems by managing the deal itself — from deposit through F&I, signing, funding, and archiving. Built by a Finance Director with 24 years of automotive F&I experience and over 25,000 deals processed, Dealership Workflow replaces paper manila folders with secure digital deal jackets that include role-based checklists, document management, status tracking, and FTC Safeguards Rule compliance built into every feature. Key features include digital deal jackets with role-based access controls, deal status tracking from deposit through funding, F&I cancellation and chargeback tracking by provider and manager, finance menu builder with PDF generation and SMS/email delivery, digital document signing with audit certificates, PDF tools, mobile document scanning, and multi-tenant architecture for dealer groups.