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F&I & desking

Desk and finance every deal — F&I tools built into the platform

Build each deal to the out-the-door number with automatic trade-in, tax, and fee math, structure the financing and F&I products, e-sign, and auto-fill the state forms — all in the same DMS that runs your lot. No separate desking or F&I tool to wire up.

  • Out-the-door math
  • In-house e-sign
  • Auto-filled forms
app.autodealer.io/deals/finance
Per-tenant data isolation Encrypted customer data Full audit trail Set up in a day
Desking

Build to the out-the-door number, every time

The desk works the deal in the right order — selling price, trade-in, fees, tax, title and registration — so the out-the-door total and the payment are accurate and consistent. Taxing the wrong base is the most expensive desking mistake; the engine handles the trade-in tax credit per your state.

  • Selling price → trade-in → doc fee → tax → title/reg → OTD
  • Trade-in sales-tax credit applied where the state allows it
  • Monthly payment from amount financed, term, and rate
  • Cash, finance, wholesale, and in-house deal types
Read: how to desk a car deal
app.autodealer.io/deals/finance
F&I & paperwork

Finance terms, products, and signatures in one flow

Set the financing terms, add the F&I products, and move straight to signing. In-house e-signature works in the store or over a remote link, and the state forms fill themselves from the deal you just built.

  • Finance terms + F&I products on the deal
  • In-house e-signature: in-store or remote link
  • State forms auto-filled from the deal
  • Co-buyers and trade-in carried through to delivery
app.autodealer.io/deals/sign
Compliance in the close

The checks run inside the deal, not after it

Compliance happens where the deal happens: OFAC sanctions screening, a Red Flags identity checklist, and FTC notices are part of the close — with a full audit log and document storage behind every step.

  • OFAC / SDN screening on the deal
  • Red Flags ID verification checklist
  • FTC notices captured at the right step
  • Full audit log + document storage
app.autodealer.io/deals/compliance
FAQ

Dealer F&I & desking software FAQ

What the F&I and desking tools do — and what they don’t.

What F&I and desking tools are included?

A guided deal flow desks the numbers and handles the F&I steps: selling price, trade-in (with the trade-in sales-tax credit where your state allows it), doc and government fees, sales tax, the out-the-door total, and the monthly payment — plus finance terms, F&I products, in-house e-signature, and auto-filled state forms. The F&I tools are part of the platform, not a separate product.

Does it calculate the out-the-door (OTD) price?

Yes. The deal builds to the out-the-door number — selling price, trade-in, doc fee, sales tax on the correct taxable base, and title and registration — then turns it into amount financed, term, and a monthly payment. The math runs as you desk, so you stop rebuilding it on a calculator.

Can it handle cash, finance, wholesale, and in-house deals?

Yes. The deal wizard handles cash, outside-financed, wholesale, and in-house (Buy Here Pay Here) deals, carrying co-buyers, the trade-in, and the finance terms through to delivery.

Does it e-sign documents and generate the forms?

Yes. In-house e-signature works in-store or with a remote signing link, and state forms are auto-filled from the deal so the paperwork is ready to sign. It is your own e-sign — there is no separate signing vendor to pay.

Does it submit credit applications to lenders or pull credit bureaus?

No. AutoDealer.io structures the financing and the F&I products on the deal and produces the paperwork; it does not submit credit applications to a lender network or pull credit-bureau reports. Pair it with your own lender portals and credit provider.

Does it do in-house (BHPH) financing too?

Yes. If you carry your own paper, the in-house loan servicing — origination, amortization schedules, payments, and delinquency — lives in the same platform. See the Buy Here Pay Here software page for the details.

Get started

Desk cleaner deals, faster

Start your free trial — desking, F&I, e-sign, and the deal paperwork are part of the platform. No setup fees, cancel anytime.