Create and close a deal
Walk a sale through the 5-step closing wizard, from deal info to printed paperwork.
A deal moves through a guided 5-step wizard. You can jump between steps, but the order below is the natural flow.
Start the deal
- Go to Deals and click New deal, or start one from a converted lead's page.
- Pick the deal type — Cash, Finance, or Wholesale.
- Attach the vehicle and the customer. Moving the deal to pending reserves the car so it can't be double-sold.
The 5 steps
- Deal info — selling price, fees, taxes, and any trade-in.
- Buyer — buyer (and co-buyer) details; trade-in specifics.
- Compliance — run the OFAC sanctions check and review Red Flags. A match blocks mark sold until it's cleared.
- Paperwork — generate the closing packs, add F&I products, send documents for e-signature, and upload supporting scans.
- Review & print — review every document, finalize, and print/download the full package for the customer.
Mark sold lives only on the deal — it flips the vehicle to sold atomically, creates the title work, and (for finance/BHPH) sets up the loan. The vehicle list has no separate "sell" action by design.
Record payments
On the deal's Payments tab, record deposits and payments against the sale price. Payments are idempotent — a double-click or retry won't post twice.
If something goes wrong
- Cancel a deal that's still pending to free the vehicle.
- Unwind a sold deal to reverse it (blocked while an open BHPH loan exists on it).
FAQ
Why can't I mark the deal sold?
The most common reason is an unresolved OFAC match or an unacknowledged Red Flag in the Compliance step. Clear those and try again.
Can I edit the price after creating the deal?
Core money fields (selling price, tax, doc fee, other fees) are set when the deal is created and pre-fill from your deal defaults. Set them correctly up front; there's no separate edit path afterward.