The digital deal jacket replaces everything we used to manage with paper manila folders. Every deal has a complete digital home — documents, checklists, status updates, and a full audit trail. The F&I cancellation tracking module alone has saved us from losing track of chargebacks that used to slip through the cracks on spreadsheets. The role-based checklists ensure nothing gets missed before a deal moves to the next stage. Review collected by and hosted on G2.com.

The platform is still early and adding new features regularly. Some integrations with third-party DMS systems are still being developed. Review collected by and hosted on G2.com.