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For dealership F&I & delivery teams

Stop losing gross after the sale

DealerFlow tracks every deal from sold to delivered — funding, paperwork, and delivery keep moving until the money actually lands.

  • Built in Ontario for Canadian dealerships
app.dealerflow.ca/deliveries
DealerFlow delivery board with readiness icons and at-risk flags
At risk today
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The problem

Deals don't stall at the sale. They stall after it.

Everything between "sold" and "delivered" lives in someone's head, a sticky note, or a text thread — until it doesn't.

01

Contracts sitting unfunded

Days pass, nobody's chasing the lender, and cash stays on the table.

02

Customers chasing you for updates

They call, you don't have an answer, and a $40k deal deserves better.

03

Mats promised, mats forgotten.

The small stuff gets waved through at delivery — then it's your problem forever.

How it works

From sold to funded, one board.

The same four moments repeat on every deal — DealerFlow just makes sure none of them get missed.

01

Deal lands

A sold deal gets its own record the moment it's entered — vehicle, lender, salesperson, everything downstream needs.

Deal queue showing a newly sold deal
02

Stips tracked

Every lender document the deal needs shows up on a checklist, owned by name, aging the moment it's overdue.

Funding stips checklist placeholder
03

Customer uploads from their phone

A link, no login. The customer photographs what's missing and it lands straight on the deal.

Customer portal on a phone
04

Delivery goes green and funds

Detail, paperwork, insurance, funding — once every signal clears, the card turns green and the deal is done.

Delivery board card fully ready
01
Delivery board with five readiness icons per card
Delivery board

Every delivery, scored the same five ways.

Detail, accessories, paperwork, insurance, funded — five readiness signals on every card, so a coordinator knows what's actually blocking a handoff without opening the deal.

  • An "at risk" flag the moment a delivery scheduled today or tomorrow still has anything outstanding.
  • One-tap delay reasons and appointment booking, not another spreadsheet.
  • A live contracts-in-transit strip — aging buckets, cash at risk, funded this week.
02
Deal queue showing funding status per deal
Funding & documents

Lender stips, tracked and chased automatically.

Every stip lives on the deal with a status, an owner, and an aging clock — and customers can upload what's missing straight from their phone, no app required.

  • A public, no-login portal per deal — camera or file upload, signed straight to storage.
  • The stip owner gets notified the moment a document lands.
  • Funding overdue and aging stips surfaced automatically, not chased by memory.
03
We-owes board placeholder
We-owes

What you promised, until it's actually done.

Floor mats, a second key, a tint appointment — anything promised at the sale is tracked from that moment to the day it's fulfilled, not just at delivery.

  • Anything still open when a deal is marked delivered becomes a we-owe automatically, with a due date.
  • A dedicated board, sorted by due date, so nothing quietly ages out.
  • Customers see plain-language status on their own portal — never cost or vendor.
Customer portal showing delivery stepper and appointment
Customer portal

Your customer already knows what you know.

A link, not an app. The buyer sees their own delivery status, their appointment, and what's still owed — in plain language, updated the moment your team moves the deal.

  • A simple stepper — sold, paperwork, getting ready, scheduled, delivered.
  • Confirm the appointment, or ask for a different time, in one tap.
  • Never shows price, lender, financing terms, or internal notes.
Built for Canada

Built for Canadian dealerships, not adapted for them.

Designed around how Canadian stores actually work — not a US platform with the currency symbol swapped.

  • Canadian lenders. The banks and credit unions your store already works with.
  • PIPEDA. Built around Canadian privacy law from day one, not retrofitted for it.
  • Data in North America. Your dealership's data — and your customers' — never leaves North America.
  • Works alongside your DMS. DealerFlow tracks the deal after the sale — it doesn't replace what you already run it on.
Pricing

Two plans. No surprises.

Every plan starts the same way — book a demo and we'll get you running the same week.

Core

For a single rooftop that wants funding, delivery, and promises tracked in one place.

$399/ rooftop / month
Book a demo
  • Deal tracking, sold to delivered
  • Funding stips & document capture
  • Customer portal
  • Delivery readiness board
  • We-owes
Recommended Pro

Everything in Core, for stores that want the numbers and the connections too.

$699/ rooftop / month
Book a demo
  • Everything in Core
  • Reporting & per-user funding stats
  • Integrations
  • Priority support

Running a pilot first? Pilots are available — ask when you book a demo.

FAQ

Questions dealers actually ask.

Does it replace my DMS?

No — it sits alongside it. DealerFlow tracks a deal after it's sold, from funding through delivery; your DMS stays the system of record for the sale itself.

Do I have to enter deals manually?

Yes, today. Integrations with common DMS platforms are coming — for now, entering a sold deal takes under a minute.

Can customers use it without an app?

Yes. Every deal gets a link — no login, no download. Customers see their status and upload documents straight from their phone's browser.

Who can see what?

Access is role-based — salesperson, finance manager, sales manager, GM, and admin each see what's relevant to their job, and every change is logged.

Where does the data live?

North America, always. DealerFlow is built around PIPEDA from the ground up, and your data is never sold.

How long does it take to set up?

About an afternoon. Add your team, connect your lenders, and you can log your first sold deal the same day.

See it on a real deal, not a slide deck.

20 minutes. Bring a deal from your own lot — we'll show you what it looks like the moment it's sold.