Desking and deal workflow
Work the pencil. Keep the reasoning.
Bring the vehicle, trade and customer discussion into a documented desk process, with clear estimates and controlled manager approval.
Build the discussion around the deal
Keep the deal jacket and trade appraisal close to each scenario. Compare cash and retail finance estimates without losing the history of how the pencil changed.
- Multiple pencils and scenario comparison
- Discounts, verified rebates and fee review
- Trade allowance, payoff and net equity
- Cash down, assumed APR and term-based payment estimates
Give managers the controls they need
Approval actions, negotiation history and saved revisions make the desk handoff visible. Internal cost and gross information stays behind the appropriate permissions, separate from the customer worksheet.
Make tax assumptions visible
The Florida tax engine uses effective-dated county rates and documented jurisdiction verification. Unknown or unsupported jurisdiction information requires review; this is not a nationwide tax service or legal determination.
Present the estimate honestly
Generate a worksheet from saved scenarios. Taxes, fees, financing terms, APR and payments may change. A worksheet is not lender approval or a final contract; lender and F&I integrations are not advertised as completed functionality.