Deal desk software for car dealers, from quote to signed and delivered
carassessments.com.au includes deal desk software for car dealers that builds the deal, shows the manager live front and back end gross, and sends the quote by link for e-sign and deposit. Everything for the sale ends up in one deal jacket.
Deal gross
| Front end gross | $3,100 |
| Extended warranty commission | $450 |
| Paint protection | $280 |
| Finance referral | $600 |
| Total gross | $4,430 |
In the app
Deal: Sarah Kim
Deposit paid| 2021 Ford Ranger XLT | $44,990 |
| Trade-in, 2014 Corolla | −$7,500 |
| Extended warranty, 3 years | $1,290 |
| Tint and mats | $450 |
| Rego transfer and stamp duty | $1,580 |
| Deposit paid by link | −$1,000 |
| Balance to pay | $39,810 |
Quote
The deal desk in the app. Sample data.
The gross is worked out after the car has gone
Deals are desked on a calculator and a notepad, the warranty commission is remembered at the end of the month, and the true gross on a sale with a trade-in is anyone’s guess.
Then the buyer has to come back in to sign, the deposit sits in a drawer, and the paperwork for one car is spread across three folders and an inbox.
How it works
- 1
Build the deal
Vehicle, trade-in, deposit, accessories, warranty and on-road costs. The manager sees front and back end gross as you go.
- 2
Send it by link
The buyer gets the quote by link, e-signs and pays the deposit by card, PayTo or bank transfer.
- 3
Deliver and settle
Work the delivery checklist, record payments received against what’s owing, and confirm the PPSR encumbrance is cleared.
Live gross while you desk
The deal builder takes the vehicle, trade-in, deposit, accessories, warranty and on-road costs. The manager sees front and back end gross live, before the number goes to the buyer.
- Trade-in appraised with the same flow as any buy
- Add-ons: extended warranty, gap, tyre and rim, paint protection, with commission tracked
- Insurance referral and commission capture
- Repayment calculator
Quote, sign and deposit from the buyer’s phone
Quotes go out by link. The buyer e-signs and pays the deposit by card, PayTo or bank transfer, and holding deposits follow your refund rules.
- E-signed contract of sale
- Deposit payment by card, PayTo or bank transfer
- Holding deposits with refund rules
- Online buyer deposits receipted into trust on consigned cars
Finance captured once
The finance application is captured once on the deal. Run your responsible lending and credit licence workflow, or send the buyer down the broker referral path and track the referral.
- Responsible lending workflow or broker referral path
- Commission per salesperson: front gross, back gross, spiffs
- Finance application submission straight to lenders and brokers, comingComing
Delivery and settlement in one deal jacket
The delivery checklist covers rego transfer, keys, manuals and handover photos. Settlement shows payments received against what’s owing and confirms the PPSR encumbrance is cleared, and every document for the sale sits in the deal jacket.
- Delivery checklist with handover photos
- Settlement: payments received vs owing
- PPSR encumbrance cleared
- Deal jacket with every document