Workflow example
Quote to funded deal
A customer chooses a home, the salesperson builds a quote with options and fees, financing is tracked through the lender, conditions are resolved, documents are generated, and the deal moves toward closing. eDealerTracPro keeps the record connected.
Quotes with pricing, amenities, line items, taxes, fees, deposits, and amount financed.
Deal records connected to customers, inventory, salesperson, location, status, funding, closing, and delivery.
Trade-in and land value fields connected to the customer and deal workflow.
Credit applications and lender-specific financing details.
Commission vouchers, cost sheets, TA sheets, generated PDFs, and document workflows.
Status visibility from open deal through funded, delivered, sold, or canceled.