DealFlow
The Complete Finance Toolkit for Dealers
Submit to lenders, branded document collection, compliant ID verification, income and banking collection, and KYC - all in one seamless flow.
Options For All Dealers
Essentials
CAD$0.00
per month
Submit & Fund Deals: Send credit apps to lenders and fund seamlessly.
Branded Customer Portal: Keep your dealership front and centre with a fully branded experience.
One Link for Income Verification: Collect banking data once—use it with any lender.
Lead Completion Tools: Let shoppers finish apps and give digital consent, securely.
Document Delivery with Tracking: Send docs to any lender with watermarking and full history.
Auto-Structure Worksheets: Maximize deal profit with lender-specific structuring.
Pre-Submission Filters: Know if a deal qualifies before you send it.
Open API Access: Connect your CRM, DMS, and lead tools to automate workflows.
Unlimited Users: Add as many team members as you need—no seat limits.
Pro - Tier 1
CAD$100.00
per month
Includes everything in Essentials, plus:
25 Completed Identity Verifications: Biometric verifications on any government issued ID. Easy to send for secure, KYC compliant ID checks.
Tamper-Proof, KYC-Compliant Verified ID Submission: Digitally submit verified ID and income to lenders without storing PII, ensuring compliance and security.
Banking Data Insights: Access key financial indicators like payroll deposits, NSF activity, and account stability - before submitting to lenders.
Pro - Tier 2
CAD$250.00
per month
Includes everything in Essentials, plus:
100 Completed Identity Verifications: Biometric verifications on any government issued ID. Easy to send for secure, KYC compliant ID checks.
Tamper-Proof, KYC-Compliant Verified ID Submission: Digitally submit verified ID and income to lenders without storing PII, ensuring compliance and security.
Banking Data Insights: Access key financial indicators like payroll deposits, NSF activity, and account stability - before submitting to lenders.
Contact us for multi rooftop pricing