Deal Paperwork Checklist & Funding Status Tracker
A done-for-you automotive automation built for the Finance & Insurance Manager, connecting DocuSign, Slack, and Airtable so the work below happens on its own.
What this automation does, step by step
The moment a deal is desked, the system generates a complete checklist of every document required for that specific deal (based on the lender, product mix, and customer type) and sends it to the F&I manager's deal queue.
As documents are received and uploaded, the checklist updates in real time, and the F&I manager knows exactly what's missing before they sit down with the customer.
After signing, the system tracks funding status with each lender and alerts the accounting office the moment a deal is funded and ready to post.
- DMS (e.g., CDK Global or RouteOne)
- Zapier or Make.com
- Airtable or Google Sheets (deal checklist tracker)
- Email or Slack (funding status alerts)
- DocuSign (digital document collection)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
The manual version of this puts the entire workload on a finance & insurance manager, who has to juggle phone calls, emails, and spreadsheets just to keep things moving.
With this automation
- Expiration and renewal alerts on a 90, 60, and 30 day countdown
- Signature and document chasers that escalate on their own
- Deadline tracking for filings, permits, and inspections
- An automatic audit trail of every notice sent
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