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Sales deals and F&I — negotiation, financing, document management #3

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opened 2026-06-21 20:30:22 +00:00 by jmiller · 0 comments
jmiller commented 2026-06-21 20:30:22 +00:00
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Features

  • Deal jacket: vehicle + buyer + trade-in + financing in one record
  • Deal status: prospect → negotiating → pending_finance → approved → delivered → unwound
  • Gross profit calculation: sale_price - invoice - reconditioning - trade_allowance
  • F&I products: extended warranty, GAP insurance, paint protection, tire/wheel
  • F&I product profit tracking (front-end vs back-end gross)
  • Document checklist: title, registration, insurance, buyer's order, disclosure
  • Salesperson commission calculation (flat or graduated)
  • Deal desking worksheet (payment scenarios at different terms/rates)
## Features - Deal jacket: vehicle + buyer + trade-in + financing in one record - Deal status: prospect → negotiating → pending_finance → approved → delivered → unwound - Gross profit calculation: sale_price - invoice - reconditioning - trade_allowance - F&I products: extended warranty, GAP insurance, paint protection, tire/wheel - F&I product profit tracking (front-end vs back-end gross) - Document checklist: title, registration, insurance, buyer's order, disclosure - Salesperson commission calculation (flat or graduated) - Deal desking worksheet (payment scenarios at different terms/rates)
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Reference: MokoConsulting/MokoSuiteAuto#3
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