Structure deals, present F&I products, generate compliant contracts, and collect signatures — all from one screen. Faster turnaround, higher per-deal profit.
Key Features & Benefits
- Deal Structuring — Multiple payment scenarios, rate markups, term options, and lender comparisons in seconds.
- F&I Product Menu — Present extended warranties, GAP, tire & wheel, paint protection, and more with interactive menus.
- Contract Generation — Retail installment contracts, TILA disclosures, and all compliance forms auto-generated from deal data.
- Electronic Signatures — Customers sign finance contracts on a tablet — no printing, no scanning, no filing.
- Compliance Automation — Required disclosures, privacy notices, and state-specific forms generated and tracked automatically.
- F&I Performance — Track per-deal F&I revenue, product penetration rates, and portfolio performance.
- Digital Deal Jacket — Every signed contract and disclosure filed automatically in the digital deal jacket.
- Faster Turn Times — Streamlined F&I process reduces customer wait time and speeds up delivery.
- Lender Management — Track lender rates, funding status, and preferred programs for quick deal submissions.
What You Can Do Every Day
- Review incoming deals from sales desk — structure financing options
- Present F&I product menus to customers with payment impact
- Generate and review all compliance documents before signing
- Collect electronic signatures on finance contracts and disclosures
- Submit deals to lenders and track funding status
- Monitor per-deal F&I gross and product penetration rates
- Ensure all deal jacket documents are complete and compliant
- End-of-day review — funded deals, pending contracts, compliance check
Frequently Asked Questions
Does Desk2Deal calculate payments with different lender rates?
Yes. Desk2Deal's desking tools let you compare multiple lender programs, rate markups, term options, and down payment scenarios side by side — presenting the best options to customers instantly.
How does the F&I product menu work?
Interactive product menus show customers the cost and benefit of each F&I product (warranty, GAP, protection plans) with their impact on monthly payments. Increases product penetration through clear, transparent presentation.
Are the contracts compliant?
Yes. Desk2Deal generates all required compliance documents — Truth-in-Lending disclosures, privacy notices, arbitration agreements, and state-specific forms. Templates are reviewed and updated for regulatory changes.
How fast is the F&I process with Desk2Deal?
Finance managers report 30-50% faster F&I turnaround. Deal data flows from sales to F&I automatically, contracts generate in seconds, and e-signatures eliminate printing/scanning time.
Does Desk2Deal track finance chargebacks?
Yes. Track product chargebacks by product type, lender, and customer. Identify patterns early — high chargeback rates on specific products indicate training needs or product-fit issues that erode F&I profitability.