Finance & Insurance That Closes More Deals
Get every deal bought, every product sold, and every contract funded — without retyping a single field. Dealer-Mate’s F&I workflow carries the deal from the desk to funding in one smooth flow.
Questions? Call (323) 525-0747
The Lender Network
300+ lenders — including credit unions through CUDL — ready to buy your deals.
Route every deal to the right lender and track approvals in one place. Submit to multiple lenders, compare approvals side by side, and keep every stip and callback organized on the deal.
- 300+ lenders, including credit unions through CUDL
- Route deals and track every approval in one view
- Compare terms and pick the best buy for the customer
Route deals and track approvals in the Dealer-Mate 2.0 deal screen
Credit in One Click
Pull three-bureau credit without leaving the deal.
Pull all three bureaus in one click — with OFAC checks built in, so every applicant is screened automatically. Scores, tradelines, and red flags land right on the customer record, ready for desking.
From Desk to F&I
The deal arrives complete — no retyping.
When the desk pencils the deal, F&I gets everything: customer, vehicle, trade, terms, and lender approval — already filled in. No retyping, no missing fields, no “let me check the worksheet.” The F&I office starts where the desk left off. Learn more about Desking →
Deals move from desk to F&I inside the Dealer-Mate 2.0 dashboard
F&I Menu Selling
Every product, presented on every deal.
- GAP insurance
- Service contracts
- Tire & wheel protection
- Theft protection
Present every product on every deal with a clean, customer-facing menu. Payments update instantly as products are added — and penetration is tracked per deal and per producer, so you always know what’s selling.
Paperwork Done
Contracts and disclosures print — or e-sign — straight from the deal.
Retail installment contracts, disclosures, and every form in your library pull their fields straight from the deal. Print the packet or send it for e-signature — no retyping, no missing pages. Learn more about Forms Printing →
Compliance, Built In
Truth in Lending disclosures are calculated and printed correctly on every deal.
OFAC checks run on every applicant, and every funded deal carries a full audit trail — what printed, what was signed, and when.