Finance Readiness Tracking
Finance readiness tracking that prevents handoff-time surprises
Finance is one of the most common sources of delivery slips — and the hardest one to see from the sales floor. DealerIQ tracks every finance signal in real time and surfaces it on the same card sales is using to plan the appointment.
Hernandez · 2022 F-150
4:00 PM · Sales: Marcus
Chen · 2024 CR-V
4:30 PM · Sales: Priya
Patel · 2023 RAV4
5:00 PM · Sales: Jordan
Finance lives in its own world
Sales books a 4:00 PM delivery. Finance is waiting on a stip the customer hasn't sent. Nobody surfaces this until 3:55 PM when finance walks out and says 'we can't fund this today.'
The customer is sitting in the showroom. Sales has no recovery. CSI takes the hit.
Finance readiness visible to the whole store
Every finance state — assignment, funding state, stips collected, paperwork signed — flows onto the delivery card the moment it changes.
Sales sees what's actually pending. Managers see the risk before the customer is in the showroom. Finance keeps its workflow but the rest of the store stops being blind to it.
What's inside
Live funding state
Assignment, approval, and funding state per deal — live on the board.
Stips tracking
Stip checklist with status, owner, and default N/A so missing stips don't trigger false flags.
Manager assignment view
Finance manager sees workload across the team — not just their own deals.
Lead-time enforcement
Finance deals enforce minimum lead time at booking; cash gets its own shorter window.
Risk surfacing
Finance-at-risk deliveries surface to the top of the board.
Audit log
Every change is timestamped to a named owner and visible to the GM.
Why DealerIQ
- Finance state is visible without sales having to walk to the office.
- Stips default to N/A — no false 'at risk' flags for stips that don't apply.
- Lead time enforced at booking, not at the appointment.
Frequently asked questions
What is finance readiness tracking?
Finance readiness tracking is the operational practice of surfacing finance state — assignment, funding, stips, signatures — to the rest of the store in real time, so deliveries are booked and confirmed against what's actually ready, not what's hoped for.
Does this replace my F&I menu or DMS?
No. F&I menu and the DMS own the deal and the products. DealerIQ surfaces the readiness state — funding, stips, signatures — to the operational board the whole store shares.
How are stips handled?
Stips default to N/A so they don't trigger false at-risk flags when they don't apply. When a stip is required and unresolved, the delivery card flags it with the owner.
How long does it take to roll out DealerIQ at a rooftop?
Most stores are live on the board within a week. There is no data migration — DealerIQ runs alongside your existing DMS and CRM, and your team starts using it the same day.
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