Set commissions, pipeline stages, lender routing, alert thresholds, and KPI targets — all yours, all saved to your account.
Salesperson Pay Plan
How your salespeople earn on every deal. Louie uses these when calculating the commission calculator and pay stubs.
% of front gross per deal
% of F&I/back gross
Minimum flat commission per unit
Extra $ for internet-sourced deals
Extra $ for new-to-store customers
Bonus for perfect CSI score
Days before chargeback exposure ends
Finance Manager Pay Plan
F&I producer earnings — applied to every funded deal.
Sales Manager Override
Desk/closer earns a % of total deal gross.
Saved!
Deal Pipeline Stages
The stages a deal moves through from lead to delivery. SLA = hours before Louie flags the deal as stuck. Leave SLA blank for no alert on that stage.
Saved!
Lender Priority by Credit Tier
Louie calls these lenders first for each tier. Leave blank to use Louie's outcome-weighted recommendations.
Prime — FICO 720+
Near-Prime — FICO 620–719
Subprime — FICO 550–619
Deep Subprime — FICO < 550
LTV & Term Caps
Louie will flag deals that exceed these caps during desking.
Monthly income below which stips are required
Saved!
Deal Alert Thresholds
Louie surfaces these in the morning briefing and in-app alerts when thresholds are crossed.
Alert Toggles
Gross Below Target Alert
Notify when a deal closes below your gross targets above
Manager Override Alert
Alert GM when a manager changes the desk number after customer commitment
Saved!
Monthly Volume & Gross Targets
Louie uses these targets to color-code dashboards and calculate attainment percentages across all manager views.
Performance Rate Targets
Reporting Period
Day of month your reporting period starts
Show Previous Period Comparison
Display last month's numbers alongside current on all dashboards
Saved!
Credit Application — SSN Visibility
Controls whether staff viewing a saved credit application can see the customer's Social Security Number. The full 9-digit SSN is never stored on this server either way (FTC Safeguards Rule) — only the last 4 digits are kept for matching. This toggle controls whether that last 4 digits is shown at all.
Show SSN in Credit Applications
Off (default): SSN is fully hidden when viewing a saved credit application. On: the last 4 digits are shown, masked as ***-**-1234.
Saved!
Vendor & Contractor Directory
Tow companies, your repo company, window cleaners, lot/landscaping crews, general maintenance — keep them here so Louie can dispatch to them directly (e.g. the "Send to Repo" action on seriously delinquent BHPH accounts).