One record, every desk
Enter the customer, vehicle and trade once. Every department works from the same deal and sees what needs to happen next.
Built for dealerships · Your store keeps its files
The deal jacket stays in your store's own cloud drive.
DealReady keeps Sales, F&I and Office on the same record—from intake and deal structure through the menu, signatures, the bank’s conditions, funding and delivery.
Your store’s deal jackets are your store’s data. DealReady encrypts each document and files it in the cloud drive your store connects, under your store’s own permissions. Your DMS and lender tools keep doing credit and contracts; this runs beside them.
Enter the customer, vehicle and trade once. Every department works from the same deal and sees what needs to happen next.
The agreed pencil becomes the menu structure. The buyer sees the selling price and payment—not dealer cost or profit.
Request documents, collect signatures and keep the completed PDFs with the customer’s deal instead of scattered across phones, inboxes and desktops.
Two things a dealer can check on day one.
Deal documents are encrypted, then written to the cloud drive your store connects. The store holds the drive, its permissions and its retention rules; the encryption key is held by the application, not by the drive.
Nothing in a deal jacket is sold or shared with a data buyer.
Capture the customer, vehicle, trade, license and insurance at intake. The rest of the deal reuses that information.
Work the structure on the pencil. Once the buyer agrees, the same numbers carry onto the F&I menu without being entered again.
Collect the remaining documents, send approved store forms for signature and see what is still holding up funding or delivery.
See which required title documents are complete and which are still missing, for the state on the deal. Where a state's list is not on file yet, the deal says so. DealReady checks the packet; your store remains responsible for filing the title.
See the destination state’s known packet requirements on the same deal. Available guidance includes its official sources and clearly identifies any coverage gaps.
DealReady reads supported scans, brings useful details onto the deal and leaves the original document in the jacket for staff review.
Each deal shows what is complete, what is blocking it and who needs to act next.
See which documents are signed, which of the bank’s conditions are complete and what still needs attention before the deal is ready for funding.
Customers sign in to their own deal to upload requested documents, review paperwork and complete available signatures.
Credit applications, bureau reports and scores remain in the lender tools your store already uses. DealReady does not store them.
DealReady writes into a cloud drive connected to your store, in its own work account or one run on its behalf. Nothing to export and nothing to ask us for.
DealReady is priced per store based on monthly deal volume and the parts of the workflow you use. We will build the right plan with you.
Give Sales, F&I and Office one record, one packet and one clear path from intake to delivery.