Finance flags. Doesn't move the floor.
Finance and back office have the documents — but not the right to push a delivery. DealerIQ gives them a clear flag system, separates signing from delivery appointments, and tracks registration, plates, insurance, and title in one place.
Built around how the work actually happens.
Critical and warning flags appear on the delivery card the moment finance raises them — with reasons attached.
Treat signing appointments as a distinct event so deals don't 'look ready' before paperwork is real.
Track temp vs perm plates, title status, and CO status per deal — visible to ops, not just back office.
Insurance binder confirmed by finance is a one-click toggle that unblocks the checklist.
Finance can flag and resolve. Back office can update reg/plate/title. Neither can reschedule deliveries.
Open flags roll up to the Risk Dashboard so managers see what's holding the day hostage.
Built for the people moving the cars.
- Finance ManagerWorkload, open flags, and signing appointments — not the full operational board.
- Back Office CoordinatorRegistration, plate, title, and CO readiness with masked customer PII.
- Sales ManagerWhich deliveries are blocked by paperwork and why.
- GMFinance bottlenecks expressed as delivery risk, not a separate report.
The fire drills this kills.
- Customer in the lobby, deal not funded.
- Temp plates expired and nobody noticed.
- Missing insurance binder discovered at the delivery table.
- Finance and back office quietly delaying deliveries with no audit trail.
See this workflow on your dealership's floor.
DealerIQ runs alongside your DMS — coordinating sales, recon, finance, and delivery on one operational board.