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