Select a deal — or create a new one
Click any deal in the left panel to begin
Retail Finance
Lease
Payment Matrix
Multi-Pencil
Lender Routing
AI Advisor
Deal History
Lease

Payment Matrix

Fill in the deal structure and click Run Matrix to see all payment scenarios across 5 terms × 6 down amounts.

✏️

Multi-Pencil

Click Run Pencils to generate three offer structures: Max Gross, Payment Match, and Quick Close.

Lender Routing

Run the matrix first, then click Route Lenders to see which banks auto-approve vs. need a call for this deal structure.

AI Desk Advisor analyzes the full deal history, pencil responses, and current structure to give you tactical closing advice.

Deal History

Select a deal from the left panel to view pencil history, customer responses, and manager notes.

🔑

Lease Calculator

Switch to the Lease tab in the inputs panel, fill in the lease structure, and click Calculate Lease.