What's Inside LouieAuto

outcome recording, model weight adjustment, cross-module learning, accuracy dashboard

autonomous store management and proactive deal oversight

patterns/insights/predictions/anomalies/correlations

REAL agentic loop (Claude tool-use): reasons over live inventory/audiences/credit-trends/lender-matrix and takes action

anomaly detection, risk warnings, metric anomalies

learned lender bias, FICO clustering, approval pattern detection

repricing, follow-up, objection response, acquisition scoring

EOP KPI baseline (inventory, approvals, gross, service)

outcome capture, summary, KB status, training export (JSONL)

real stock/loss-ratio/delinquency/news monitoring (stooq + FDIC + GDELT) of the lenders we route to, with rule-based buy

in-ear floor advisor: whisper API, pre-customer brief, lot walk, keyword detection

live scoreboard (today/WTD/MTD/YTD), team leaderboard, 30-day trend

0-100 vehicle investment value + price-for-gross vs price-to-move call in plain floor language; calibrates against actua

read from /root/shared/moat-signals.json

Saturday 8am summary: gross vs target, threat, opportunity, voice-ready script

12+ sim gap endpoints: equity feed, buy list, stocking, cost, lead, BDC, CSI

online deal builder, trade-in, lender match

exact moves ranked by success probability for 12 stall reasons; outcome tracking; win-rate by stall type

CFPB markup flagging, packing detection, income mismatch, pre-funding risk check

coverage tracker, batch checker, single-deal CFPB check

submission → approval → funding (end-to-end)

adjusted gross with chargeback projection, today\

per-deal risk scoring: DTI, LTV, FICO cliff, lender fit, approval probability

per-deal document archive: buyer order, RISC, stips, eSign, lender approval, audit package

create, track, update deal status through funding

customer profile → inventory ranked by gross potential, neg-equity aware, desk-it integration

per-deal cost sheet, post-sale COS adjustments, wholesale loss, buyer accountability scorecard

pre-submission AI probability score, lender match, risk flags, confidence breakdown

proactive stalled deal detection and one-tap rescue

0-100 fundability that moves as the desk structures the deal (no legacy has this)

real-time where is my deal

BEST GROSS / BEST APPROVAL / BEST PAYMENT optimizer with lender matching + stip prediction

prepare, submit to lenders, track status

legacy F&I portals XML v3 + legacy F&I software JSON credit app submission, status tracking, lender mix

funnel conversion, stall diagnosis, rep velocity benchmarks, AI insights

lender routing, deal tracking, submissions, stips

real-time rate cap monitor during deal structuring

payment grids + AI deal advice (calculate / ai-advise / vehicle)

matrix 6×5, 3-pencil, deal DB, lease calc, AI advisor, print worksheet

pre-credit-pull payment estimates by tier

blended pocket-to-pocket gross (front+reserve+products); advisory solver for back end needed when front is negative

max bid based on comps + recon + floor plan (7 hits)

DTI/stip/LTV/no-lender decline recovery plays with exact dollar math

FTC Used Car Rule, 20 seeds, print HTML

backend income log, VSC/GAP cancellations, provider breakdown

reserve optimizer, product catalog, gross profit, penetration metrics

menu presentation, ECOA, rate markup, deal jacket, adverse action

RISC generation (20 states), warranty/GAP catalog, AI contract text, state compliance

co-signer opportunity scanner + F&I penetration coaching by deal type

customer presentation sessions and product catalog

manager scorecard, product penetration rates by FICO band, AI product sequencing

gap, warranty, service plans, menus, acceptance tracking

real provider quotes (JM&A/SafeGuard/EasyCare/NAC/StoneEagle/AAS), compare, enroll, claims

auto-resubmit to backups, condition assessment, approval tracking

package weak credit with compensating factors, lender routing

assess harsh conditions, counter-offer strategy, auto-route alternatives

real-time lender comparison, approval odds, buydown availability, negotiation points

dynamic product recommendations, ROI calculator, deal-specific scenarios

analyze customer objections, targeted rebuttals with success probability

optimal reserve within compliance, ethical presentation framework, payment impact

stips, lender pipeline, days-to-fund

policy tracking, claim filing, prorated refund calculation

secure deal links, customer e-sign, home delivery scheduling

max reserve calc by lender/FICO/term, rate cap, payment impact, lender comparison

F&I pending deal tracking with stip status and countdown timers

auto-draft customer stip emails, F&I approval queue, one-click send

countdown timers per deal + automated customer alerts

auto-route emailed stips to customer deals, one-tap recall for funding

per-lender stip checklist, readiness scoring, hard-stop detection, quick-guide

measures lender_submit to stip_cleared time delta, computes p50/p75/p95

pending stips with countdown timers, escalation alerts, customer action items (15 hits)

FTC Safeguards Rule compliance

APR tolerance, finance charge, payment math, disclosure completeness; Reg Z §1026.18/22 compliance

legacy desking software killer: customer FICO/down → affordability + approval odds + payments

given a lender approval + upside-down trade, find inventory where the structured deal still fits the advance/payment/LTV

real-time recourse exposure board + charge-back dispute package assembler

PTI caps, tier shifts, stip changes surfaced before you submit a dead deal

API credentials, priority ordering, rate sheets, submission rules

real-time alerts when lenders change required doc formats, title clerk dashboard

multi-lender submission gateway (legacy F&I portals/legacy F&I software killer)

lender box appetite dashboard, FICO-band compare, routing recs, indirect vs in-house portfolio tracker

aggregate volume by lender, negotiation brief, buyrate improvement opportunity

real submission→decision→funding tracking with closed-loop learning

ranked lender options by approval likelihood, rate, payment

payoff sent/received log, overdue alerts, lien release tracking

CRUD for lender programs/tiers + live cache reload

explains every lender routing decision with scored breakdown + plain-English narrative

approval rates, days-to-fund, AI routing weights

approval rates, buydown capacity, stip frequency per lender

routing, performance, rate caps, buydown negotiation

shotgun submit, decisions, select, deal jacket

Louie learns from every close and loss; rep profiles, pattern extraction, nightly scan

feedback loop proof, reweight cadence, moat architecture (no auth)

lender fund rate prediction, F&I likelihood, trade-in propensity by YOUR data

lender rate alerts, history, comparison

predictive alerts at 60/75/90+ days with pricing recommendations

new car manager forecast by nameplate, OEM history, region scoring, dashboard

VIN decode + segment-aware KBB/NADA/Black Book estimates, options adjuster, LTV calculator

3-book auto valuation, options adjuster, pack+recon all-in cost, underwater/tight/healthy position

age-band pricing, market position, demand signals, floor plan ROI + Predictive Stocking AI

sold-order pipeline, build status, ETA, allocation conversion

turn analysis, aged units, acquisition scoring, stocking plan

notify salesperson when interested vehicle sells, suggest alternatives

scores inventory by lender fundability for the floor’s credit mix (the legacy pricing tool wedge: funded gross, not just days-supply)

0-100 money-making score + Platinum/Gold/Silver/Bronze tier + pricing posture per in-stock unit

FRED real rates, market comps, demand signals, segment health

vehicle condition, recon tasks, inventory movement, dashboard

real-time vehicle condition + photos, offline-first

LIVE MarketCheck active-listing count + avg days-on-market + supply rating/posture per unit; honest unavailable when no

comps simulation, price scoring, aged-unit action plans, price-change audit trail

competitor pricing, market trends, supply days, our position

UCM daily pricing: market velocity, days-to-sell, demand signals, accept/reject log

weekly auction buy list with max bids, market signals, sell rate calibration

7-step kanban (ARRIVED→LIVE), $30/day floor plan burn

vendor invoices, all-in cost calculation, underwater unit flagging

AI condition analysis with cost estimation, timeline, and recommendation (12 hits)

vehicle intake through front-line ready, work orders, bottleneck alerts

investment grade + days-on-lot → reprice/hold/wholesale + suggested price, ranked by trapped capital

nightly scoring algorithm, weekly AI narrative, max bids per VIN, market signals

photo management, AI descriptions, 360 view builder, VDP syndication

Carfax/AutoCheck adapter, demo VHR generator, red-flag summary for desking

upload, AI caption, background removal, VDP syndication (third-party marketplaces/third-party marketplaces/CarGurus)

records every pencil sequence from first offer to close; replay any deal to coach managers on where gross was protected or lost

trade equity detection, acquisition scoring, buy criteria

track M&A outreach contacts, status, and pipeline for LouieAuto sale process

trade performance tracking, payoff/appraisal logging, gross analysis

legacy pricing tool-style appraisal list, VIN decode, CTM calc, market data

BID/WATCH/PASS with max bids (beats Manheim dealer tools)

GO/MAYBE/PASS verdicts + max bid per VIN

bid on live lanes, AI run list scoring, wholesale push to Manheim/ADESA/KBB ICO

push units to Manheim OVE/ADESA TradeRev/Copart/IAAI, track listings, results, portal comparison

partner network, vehicle locate, trade requests, transport, invoicing

instant cash offer estimator: KBB/NADA/Black Book/MMR breakdown, offer codes, acceptance tracking

live payoff lookup at appraisal (Ally, Cap One, TD, Ford Credit, GM Financial)

market scanner, state buy list, sourcing channel guide, private listing feed

units on floor, daily interest, curtailment schedule, cost analysis, aging matrix

MMR/ADESA/OVE/CarGurus/private-party signals

morning heat map by urgency tier, floor plan carry cost, price-drop queue, walk session logging

market-based pricing, age penalties, velocity optimization

per-unit cost tracking (labor/parts/sublet/PDI), queue, over-budget alerts, P&L feed

ideal mix, gaps, overstocked, acquisition priority

title pipeline kanban, lien release queue, issue tracking, stats, overdue alerts

MMR valuation, condition-adjusted offer range, comps, recon estimate, negotiation coaching

segment turn history, buy/avoid recommendations, market clock, AI-style stocking insights

Manheim/ADESA/KBB ICO, run list, offer tracking, P&L

AI depreciation curves tell when to retail vs auction (CRITICAL)

unified 0-100 composite buyer score: credit trajectory, lender fit, payment sensitivity, engagement recency, pipeline mo

lease-end/equity/competitor signals, AI talk tracks, campaign management

customers, leads, pipeline, sequences, dashboard

unified profile, timeline, equity snapshot, search, notes

trial accounts, demo data seeding, conversion to paid plans

white-label deal builder

single customer store, credit pulls, BHPH linking, inventory matching

unified customer record: deals + service + appointments + signals

ownership cycle, repurchase window, hot-trades list, at-risk detection

login, vehicles, payments, service booking, documents, messaging

lift attribution, peer benchmarks, NRR/churn/health by cohort

90-day unsold scan, equity + inventory match, AI call scripts, hot list

AI-powered follow-up queue (urgent/today/week), ai-suggest, complete, snooze

first-touch, multi-touch, channel ROI breakdown

bulk assignment, round-robin/capacity/skills-based routing, rep queue, 7 assignment strategies

scores CRM prospects by who will actually fund + matches them to fundable inventory (the legacy CRM software wedge: call order

9-signal buyer probability, HOT/WARM/COOL/COLD, BDC call scripts (beats Cox Neuron)

inbound leads, response grading (<5min=A), live alerts, today summary

CarGurus/third-party marketplaces/third-party marketplaces/third-party lead aggregators/FB/Google/OEM/form/phone/chat intake, ADF parse, dedup, auto-assign, timer wire

automated 3-touch win-back sequence, recovery tracking

log lost deals, reason patterns, follow-up queue, win-back call scripts

deal-at-risk scoring, month-end forecast, GSM Monday brief, stage velocity

visual CRM/deal kanban board, stage velocity, move action

active deal risk flags, morning brief, by-type tally

buyer intake form → Brian notification + buyer confirmation

deal-close referral ask, unique link tracking, referee convert, leaderboard, rewards

cross-channel activity feed, full profile, smart segments, deal attribution

90-day dead pile, equity/credit/inventory signals, AI call scripts, hot list

AI coaches your appraiser live during the walk-around: what to point out, market comps, anchor phrase to set expectations before penciling the trade offer

booking/day-before/day-of/no-show SMS sequences

scheduled outbound power-dialer; builds a call queue from a CDP segment and auto-dials via the voice provider (sim until

lead intake, campaigns, performance, notifications, recycling

Kanban lead management (New→Contacted→Apt→Deal→Submitted→Funded)

appointments, scripts, show tracking, conversion funnel

call queue, power-dial sessions, disposition tracking, campaign management

context-aware call/text/email scripts for 7 purposes; credit-tier and objection-aware; performance tracking

schedule, confirmations, show/no-show tracking

AI talk tracks, objection handling, call quality scoring

source ROI, conversion funnel, hot lead detection

incoming leads sorted by priority, auto-assignment, aging

rep stats, leaderboards, conversion rates

rep score trends, category breakdown, AI coaching brief

BDC rep scorecard, coaching brief, call quality metrics, objection handling

match caller to customer record, last visit, open deals, appointments (brain gap receptionist 361 hits)

embeddable AI chat for dealer websites, lead capture, session transcripts, analytics

dealer guide for connecting real email/SMS providers with Louie AI walkthrough

call transcription, sentiment, objection scoring, manager brief

immediate/scheduled sends, webhook tracking, open/click events

inbound call analysis, dept routing, voicemail triage, call log, callback scripts

two-way conversation engine, inbound/outbound, TCPA compliant, lead capture

extract winning objection handlers from YOUR closed calls

consent ledger, opt-out processing, DNC list, audit log, batch check ($1,500/violation)

internal quick comms (sales/desk/F&I)

AI personalized video scripts, queue management, HeyGen/Synthesia integration

BDC/sales video queue, AI scripts, send tracking, engagement metrics

Twilio Voice + Louie TwiML + call coaching

owned AI receptionist + outbound BDC (Louie Voice); orchestrates existing provider send-layer, simulated until Twili

lookalike export, source attribution, zip heatmap, spend ROI (beats Cox nVision)

Google/Facebook Ads campaign push, AI copy generation, performance tracking

post-delivery attribution survey, source breakdown, NPS, cost-per-customer ROI

owned Google Ads / Meta ad-spend built from LIVE inventory + real CDP audiences; honest dry-run until provider keys are

SMS/Email bulk outreach + scheduling + engagement tracking

predictive lifetime value, cross-source identity resolution, lead-source attribution

customer payment builder, trade estimate, soft-pull pre-qual, deal share token

generate, post, and track Facebook Marketplace vehicle listings

dealers create custom lead-capture pages with form builder

campaigns, channels, lead sources, ROI, market segments

segments customers, generates Claude copy (SMS/email/talk track), queues campaigns nightly

ROI tracking, campaign performance, conversion metrics

source ROI, cost-per-deal, funded-deal tracking, cut/scale recommendations

brand kit, templates, stock library, guidelines

workflows, triggers, sequences, multi-step campaigns

channel allocation, ROI simulation, spend optimization

multi-channel scheduling, coordination, publishing

review ingestion, AI response drafts, CSI flags, sentiment trend, competitor bench

post-delivery Day 3/7/14 sequence, Google review queue, templates

brand sentiment, trending models, buzz alerts

push to third-party marketplaces, third-party marketplaces, CarGurus; real-time listing sync, platform credentials

dealer public site config, lead management, setup guide

every appointment gets a 0-100 risk score before they arrive; high-risk appointments trigger an automatic confirmation text from Louie

VIN+mileage pad/rotor life prediction, urgency queue, service advisor upsell timing

OEM scores, Google reviews, at-risk alerts

unresolved flags, recovery actions, overdue alerts, resolution tracking

post-sale/service surveys, NPS, low-score follow-up alerts

create, multi-point tracking, send to customer, approval capture (brain gap service_advisor 541 hits)

service absorption rate, technician scorecard, RO analysis, overhead config

AI multi-point inspection, advisor recommendation generation, month-end RO revenue projection

MTD gross vs goal, EOM projection, at-risk $

fleet status, checkout/checkin, OEM reimbursement, utilization

inspection board, item grading, customer approval link

NHTSA API, trade-in + service integration, batch inventory scan

active recall surfacing during deal structure, auto-generated disclosure

RO board, equity pops, CSI risk flags, scorecard, approval queue

per-advisor scorecard, declined-service queue, AI coaching, mileage intervals

inventory matching, opener, probability scoring (beats Xtime passive flag)

equity alerts from declined RO recommendations

nightly scan for positive-equity customers during RO, salesperson alert with talk track

equity + payment calculator for service lane conquest

parts/loaner bridge, RO workflow alerts, customer notification, advisor war room

WO management, CSI, technician dispatch, equity alerts

AI write-up upsell, maintenance schedule, objection coaching

loaners, appointments, MPI inspections

equity check, today\

repair orders, advisor board, line items, waiting alerts

RO kanban, tech board, write-up, labor/parts lines

RO close triggers, equity checks, inventory matching

pickup/delivery scheduling, driver board, trip tracking, customer notifications

AI diagnosis, self-check, FAQ, ticket system

Ollama-powered support chat with full knowledge base

real-time RO assignment, status tracking, shop capacity, customer notify

work orders, labor logging, parts lookup, photo upload, offline sync (own prefix; /api/technician is technician-complete

efficiency scoring, comebacks, warranty claims, AI coaching

work orders, schedule, parts usage, quality, performance, feedback

dealer-installed accessories, F&I income tracking

catalog, deal add-ons, install tracking

inventory, orders, suppliers, usage tracking, performance

auto-suggestion for ROs, core exchange, RMA workflow, vendor pricing comparison

part lookup, RO requests queue, incoming POs, inventory bin locations

inventory, orders, sales, returns, vendor mgmt, analytics

inventory overview, top movers, special orders, returns queue, reorder alerts, gross breakdown

PO generation, delivery tracking, low-stock forecasting

RO-triggered pick list with bin locations, on-hand check, alt suggestions, counter-staff queue

body-shop accounts, tier pricing, quote→order, margin

tech tool inventory, lend/return log, damage reports, insurance-ready packet generation

subprime pipeline board: queue, callbacks, stips, inventory match link

fresh BK targeting + outreach automation

Cancellation of Debt at charge-off (IRC §6050P), eligibility list, IRS form generation

account ledger, payment scheduling, payoff quotes, portfolio summary

autopay enrollment, recurring processing, NACHA trace, R-code failure handling

past-due queue, escalation, AI call scripts, promise-to-pay tracking

Metro 2 dispute management (e-OSCAR 30-day response) + Payment Arrangement Engine (FDCPA-compliant promise-to-pay)

deferred/split down tracking, installment scheduling, state limits

GPS compliance enforcement (state-specific blocking + notice generation) + repo intelligence (risk scoring, intervention

Spireon/PassTime/Ituran/CalAmp abstraction, sim mode, state compliance

deal-ready grade, age/miles/recon/GPS scoring, deal structure suggestion

state-specific rules, auto-post at grace+1, waive workflow, GL entry

credit bureau tradeline reporting, fixed-width file generation, bureau submission

consumer-facing account lookup, ACH payment, SMS opt-out

payment collection, receipts, simple interest, late fees, void

delinquency, ADP, charge-off, yield, performance

repo orders, 13-state rules, condition reports, deficiency calc

dealer finance KPI dashboard, cohort analysis, covenant tracking, bank reporting

PTI/LTV guardrails, state APR caps, store charge-off benchmarks, AI approval

state-law deal structuring + vehicle auction buy/pass analysis

predicts payment cure vs repo with risk scoring

attorney contact tracker, referral stats, letter generator

FDCPA-compliant AI scripts, payment arrangements, Twilio batch outreach, recovery tracking

hardship case management, payment deferral/extension/BK routing, collections bridge

predictive default scoring, GPS triggers, automated outreach, risk dashboard

T-5 through T+14, SMS/IVR/call, TCPA-compliant

tablet intake to legacy F&I portals/legacy F&I software packet; SSN stored masked (last 4 only)

deal-desk credit app queue, status, lender decisions

score simulator, lender match, FICO education

declined customer re-pull cadence, tier-crossing alerts, BDC hot-list

FCRA permissible purpose, e-sign, PDF, bureau pull logging

credit app parser, FICO pattern analytics, bureau reads, subprime lender recommendations

tracks customer credit changes between pre-approval and funding

lender matrix, trajectory cohorts, opportunity scoring, velocity cliffs, AI insights

customer self-service credit app, soft pull, decision status

instant subprime lender matching for buyers (6 hits)

FCRA-compliant soft pulls, batch equity mining, consent management

dealer generates shareable token link; customer sees score track, coaching checklist, lenders unlocked

dispute letters, pay-for-delete, goodwill, FDCPA, BK analyzer, secured cards, freeze guide

salesperson uploads front/back DL photos; stored in deal jacket by deal number

upload paystub/DL/insurance/bank-stmt images; AI extracts fields + fraud signals

composite score, paystub math, 6-scheme pattern library

FTC 26-flag scan, ID document check, clearance workflow

soft pull integrations, bureau result storage, history

FTC Red Flag Rule compliance, identity screening, audit trail

form submit, tier result, lender match, dealer admin stats

real-time rate markup verification (state usury limits)

CARS Rule 16 CFR Part 463, TILA ad checker, TCPA/DNC consent + opt-out ledger

flags missing required disclosures before funding

instant employment and income verification

tracks and flags incomplete income documentation

flags rate markups exceeding state limits before contract printing

compliance log for all required disclosures (TILA, GLBA, RISC), deal audit pull

Offering Price (§463.4), Add-Ons (§463.5), TILA Reg Z, GLBA Privacy, Spot Delivery, Arbitration

real-time F&I markup disparate impact analysis, CFPB exam prep, rep-level patterns

9-element compliance tracker, risk assessment, staff training log, service provider oversight, board report

BBB/AG/CFPB/FTC/DMV complaint tracking, deadline alerts, AI draft responses, audit trail

FTC Safeguards compliance, Red Flags Rule alerts, deal anomaly detection, access audit log

flags service drive customers whose repair estimate exceeds $800 and who have enough equity to trade; turns your service lane into a sales floor

P&L, payroll, AR/AP, GL, reconciliation, statements

chart of accounts, journal entries, trial balance, P&L, balance sheet, bank reconciliation

P&L, balance sheet, cash flow, trial balance

vendor invoices, payment runs, AR collections, aging, cash flow

plans, records, leaderboard, chargebacks

dealer inventory financing, draw tracking, curtailments, bank reconciliation, aging alerts

multi-store profitability, store breakdown, margin analysis

NACHA ACH file generator for direct deposit, validate, demo format

real-time gross, MTD goals, salesperson leaderboard

all-in cost per unit: floor plan + insurance + opportunity + pack, aging alerts

job postings, pipeline, AI resume scoring, offers, onboarding

deal training, compliance certs, Red Flag/TCPA tracking, leaderboard

employees, payroll config, performance, workforce analytics, attendance

employee-relations investigations w/ timestamped documentation

claimed vs system pay, variance, resolution workflow

P&L, deal log, AP/AR, bank reconciliation, MTD summary

reviews, goals, coaching sessions, recognition, AI action plans

bench depth, departure risk, knowledge owners, ready-now status for all critical seats

clock in/out, PTO, schedules, overtime alerts, payroll export

intelligence_log → JSONL fine-tune pairs, quality report, outcome tagging

attrition risk flags, performance trends, technician turnover early warning

real-time cash position forecast based on floor plan, funding pipeline, and payoffs due; tells the owner exactly where the store's money will be in 30, 60, and 90 days

AI plain-English contract review

cloud storage with audit trail for signatures/disclosures

paperless F&I signing, SMS/email delivery, digital signature, 30-day stats

create signing requests, canvas signature capture, audit certificates, document status

real-time payoff status, lien release progress, automated deadline alerts (18 hits)

title pipeline, stage tracking, DMV deadlines, lien release, out-of-state

DMV kickback queue, outstanding title/lien work

every title through every stage, lien release, alerts

trade-in/purchase/sold/to-send/out-of-state titles, overdue alerts, one-click actions

automates title tracking from funding to DMV receipt

OEM claim formatting, submission simulation, aging alerts, payment tracking

OEM audit-package export, claim chargeback disputes, tech-doc review

register sold products to provider, track pending vs confirmed

customer promises tracked, printable forms, accounting ledger

showroom visits, walk-ins, conversion tracking, peak hours

industry benchmarking vs NADA/NIADA 2025, 6-month trend, AI opportunity analysis

walk-in up log, outcome tracking, hourly heatmap, salesperson closing rate

owner brief, scorecard, market intelligence

predicts performance failures 90 days early, identifies risk factors, intervention recommendations

real-time metrics updating as deals close

penetration, leaderboards, deal health, lender performance

Cohort retention, NRR, feature adoption, deal volume, revenue per dealer

cross-store PVR gap with AI routing compliance causality, not just correlation

MTD/YTD recap, salesperson/F&I rankings, wholesale P&L, money losers, bad trades, health score

contests, standings, spiff board

full agenda in 3 seconds: MTD pace, hot buyers, stalls, aged inventory, rep coaching, BDC, credit radar

MTD KPIs by location, goal attainment, peer comparison

EOP summary, trends, team performance, highlights

inventory, customers, leads, deals; auto column mapping; DMS export compatible; import history

safe migration from Cox/legacy DMS/legacy DMS providers with 7-day rollback window

complete portability (JSON, CSV, SQL, encrypted)

migrate from legacy DMS/legacy DMS providers/legacy F&I software without data loss

Standalone dealership management system (inventory, deals, customers, documents)

sync stats, credential validation, error tracking, circuit breaker status

legacy DMS/legacy DMS providers/legacy CRM software/legacy CRM software/legacy F&I portals OAuth flows + credential management

desktop app license validation, activate, purchase history

title pipeline kanban, ELT submissions, lien release queue, compliance alerts

download manifest, license lookup, heartbeats, update check

legacy F&I portals, legacy F&I software, FRED, SMS, third-party marketplaces API configuration

detailed config for all platforms

CRM activity, compliance tasks, lead management

CRM sync, lead history, call logs

credit app submission gateway, approval tracking, lender decisions

market pricing, demand, days-supply by segment

lead marketplace, vehicle matching, lead scores

dashboard, deal, alerts, leaderboard, hot inventory, quick-note

salesperson deal request + desk decision + status on phone while on lot

on-lot financing scenarios (6 hits)

inbound events from Twilio, legacy F&I portals, legacy F&I software → EventBus

morning briefing, KPIs, store health score, staff performance, quick actions

23 commercial accounts, active quotes, delivery pipeline, account management, upfit coordination

financial shape the dashboard renders (was shadowed by groupRollup per_store shape)

demand signal arbitrage across rooftops, net benefit ranking

consolidated P&L, inventory, floor plan, covenant analysis across all stores

list, create, update, per-store stats

queue/approve/reject/history/settings

users, config, DMS, security, audit, webhooks, backup

heartbeat-driven install monitoring dashboard

natural-language question over all dealer data → answer + chart, via safe read-only text-to-SQL

VIN scanner for accident/flood/title branding (CRITICAL)

SQLite online backup + streaming AES-256-GCM, run/list/restore/recovery-key; nightly cron; verified sha256 + integrity_c

Stripe-hosted checkout, license issuance, webhook handler

ai-coach (AirPod whisper), pre-read, OCEAN profile, VIN decode

live competitor inventory with photos, pricing, days listed (6 hits)

WoW delta, AI brief, price actions (beats nVision static reports)

local competitor pricing vs our lot, AI pricing analysis

live market intel with sales counter-points (10 hits)

My Day overview, task manager, reminders, NL chat for Brian and desk managers

inventory browse, online deal start, trade estimate, financing pre-qual, reserve

dealer-facing AI that pre-qualifies

true net per unit, all cost components, deal-level P&L

eligibility, inspection, certify, audit pack (5 programs)

upload dealer forms (buyer\

manager, salesperson, GM, compliance views with KPIs

fees/taxes, F&I catalog, lender terms, ZIP tax lookup

first-run onboarding, state licensing guide, readiness checklist, startup cost estimator

progressive unlock detection, fn lock map, stage progression

projects cash runway based on inventory and operating costs

instant payoff lookup at appraisal time

10-point pre-delivery walk, manager sign-off, timestamped to deal jacket

public, rate-limited; dealer enters own cell, Louie texts+calls live (sim until Twilio connected)

alerts at 4K/5.5K miles, depreciation tracking, holdback countdown

online deal starts, payment calc, trade estimate, soft pull, reserve, leads

20-state packet generator, e-title queue, status tracking, overdue alerts

token-gated installer links for post-purchase desktop download

risk scoring, income flags, required stips, desk manager stats

payoff vs trade value, hot/warm leads, contact logging

proactive equity scan across entire customer base, hot list, rep assignments, personalized talk tracks

federal/state incentives, objection handling, buyer briefs (beats Cox EV Battery Solutions)

checklist status, store profile, lenders, email, backup, team onboarding

floor manager 15-second scan: rep stages, manager T.O. queue, idle alerts, pace tracker

FTC Buyers Guide, Odometer, RISC, 8300, Bill of Sale, Privacy Notice, Red Flag; 50-state DMV catalog; deal jacket PDF

post-BK targeting with discharge date and conversion tracking

check hold tracking, deposit alerts, NSF management, deal jacket integration

rebates, dealer cash, conquest, loyalty, APR subvention, lease support

competitive intel, build queue, industry trends, self-audit

lead queue, source ROI, response times, funnel, team scorecard

module health (154 tools), DMS connection, user management, data security, API integrations, usage analytics

key log, test drive tracking, missing key alerts

board locations, missing key alerts, check-out log

electronic lien release to major lenders

instance mode (demo vs real data) + license-key activation

12-month 0% financing, kill switch on overdue payments, Stripe integration

deals at risk, reps struggling, forecast changes

listen to calls, give feedback

deals by stage, at-risk detection

deep dive any rep\

all reps metrics at a glance

real-time MMR + competitor pricing, fleet kill list, price-to-market alerts

competitor pricing, market trends, pricing anomalies

TOTP (RFC 6238) enrollment, verify, validate, backup codes; backs the Safeguards Rule access-control / MFA requirement

enable/disable modules per dealer

approval, appointment reminders, delivery prep

AI-powered responses for common sales objections

monthly Ford/GM/Toyota/Honda/Chrysler submissions, scorecard, due-date tracker

manufacturer captive finance rate specials (Ford, Toyota, Honda, Chrysler, Hyundai, Nissan, Subaru)

stack manufacturer rebates, conquest cash, APR sub, dealer cash for max savings

AI-guided build from zero to operational

instant payment quotes with alternatives (36/48/60/72 mo)

pre-credit-pull payment estimates by A/B/C/D tier

deal jackets (buyer\

for dealers who finished setup; 90-day adoption checklist, step completion, migration guides, dashboard. Pre-onboarding

traffic forecast, close probability, month-end projection

soft pull phone pre-qual (no credit score impact)

dealer aging-band rules, floor protection, preview affected units

SMS/voice credentials, sim mode, test send, Louie setup chat

no-auth inventory, payment calc, trade estimate, soft pull, F&I products, reserve (embeddable)

browse available slots, book appointment, confirm/cancel with token

batch inventory + single VIN + service drive

per-rep AI profiling and coaching personalization

auction vs retail decision, recon workflow, deficiency tracking, net recovery analytics

Service Advisor, Title, Lot Velocity, Deal Desk, P&L, HR Risk, Parts, Auction Intelligence

dashboard, call coaching, pipeline, objection handler

per-state base + local rates, trade-in credit + doc-fee taxability rules, deal tax calculator

dashboard, leads, pipeline, activity, talk tracks, performance

real-time pipeline + today\

shifts, clock in/out, tech flat-rate tracker

BK market signal, unit-to-buyer match, lender pulse, Fresh Start pipeline, deal scoring, second-chance calc

customer detail, payment history, payoff

default rates, yield, aging, profitability

past-due queue, escalation, recovery outcomes

accounts, delinquency, yield, risk tiers

credit scoring, approval decisions, risk matrix

lender matrix, deal routing, restructure plays, knowledge base, stip priority, income analysis

public inventory, F&I menu, trade estimate, credit app, reserve

OTP email verify + trial activation

stats, patterns, knowledge, run deals through the AI brain

closed deal repository with margin, lender, APR, F&I tracking

printable vehicle sheet, FTC buyers guide

window stickers, FTC Buyers Guide generator, lot compliance

audit trail of every lender submission + decision + stips

store-wide real-time tech status, efficiency %, flagged vs. actual hours (brain gap service_manager 541 hits)

competitive comparison, ROI calc, DMS migration importer

SMS/email/document templates with variable substitution

VIN/stock out & back, DL-verified, salesperson, duration, active-on-lot board

send payment links from service ROs, status tracking, payment log

used car dept dashboard, FTC Buyers Guide manager form, state forms library, advertising compliance

per-unit price history, staleness score, market delta, 1-click reprice

contracts, renewals, monthly spend tracking

knock-knock agent for aging inventory, recon drag, equity opportunities

Stripe sessions, webhook, license provisioning, Resend delivery

alias (task-spec path + external probes)

owner traffic & demo-access intelligence (deduped)