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Module Directory

Every intelligence tool a dealership needs.
Not built by committee.

Built for how dealerships actually work. No 'basic plan' vs 'enterprise plan' — you get everything. Grouped by what a GM, desk manager, or BDC lead actually opens during the day, not by what's easy to build. 220 modules. 13 capability areas. Every one wired to a real workflow.

220

Modules

Capability Areas

Lender Integrations

Public API Feeds

PDF Report Types

AI Agents

autonomous, always on

All 220 in your one-time license from day one, at varying maturity — live in the demo, DMS-activated, or in active build. See /status for the full board.

All 220 modules in your license from day one — see /status for live-vs-in-build maturity.

See them live →

See all 220 live — no login, 24-hour demo session. Take the floor →

ⓘ

Scope — Intelligence Layer, Not a DMSLouieAuto sits on top of your existing DMS (CDK, Reynolds, Tekion, Dealertrack, ProMax) or CRM (VinSolutions, DriveCentric). It does not replace your DMS — it makes every decision inside it faster and smarter. Each module targets a specific workflow that incumbent software either does not handle or handles badly.

One License. Everything Active. Day One.

All 220 modules in your license from day one, at varying maturity. Connect your DMS and live modules activate on your data.

Connect your DMS →

Standalone — live today

These work without a DMS connection — powered by public APIs, AI, or your lender configuration.

VIN Decode / Recalls / Safety

Lender Routing & AI Deal Structuring

Morning Briefing (FRED + EIA + UMich)

Voice & Call Coaching

FB Marketplace Lister & Ad Generator

Stip Checker / Compliance

Users & Roles / Lender Config

CSI Surveys & Agreement Review

Activates on DMS connect

Connect your inventory feed or deal log and these switch from demo data to your live numbers — no additional setup, no re-licensing.

Sales Performance, PVR Tracker, Group Rollup

Price Intelligence, Missed Trades, Wholesale Alerts

New-Car Allocations, OEM Incentives, Stair-Step

Lead Source ROI, Contract Funding Dashboard

Salesperson Ranking, Money Losers, Bad Trade

CDK · Reynolds · Tekion · Dealertrack · ProMax

Morning Intel F&I & Desk Inventory BDC & CRM Fraud & Compliance Coaching Service Parts Recon & Lot Accounting Reports

The Brain

Every module below feeds data back into the AI brain. See exactly what each one sends — and what the brain does with it.

How the brain works →

Start Your Day Right 10 modules

Macro signals + dealer-group rollups fused into the first thing a GM sees every day. FRED + EIA + UMich refresh nightly. Health scores, benchmarks, pulse, forecast.

Dealer Health Score

Composite 0–100 with 6 sub-scores, AI narrative, and peer benchmark comparison.

Spot the problem department before month-end

Industry Benchmarks

Your PVR, close rate, and CSI ranked against regional peers updated quarterly.

Know exactly where you're leaving money vs. comp set

Gross Forecasting

Month-end projection with weekly pace breakdown, trend line, and risk flags.

Adjust the desk 2 weeks early — not on the 31st

Morning Briefing

Role-based AI brief: urgent deals, follow-ups due, aged units, market moves — delivered at open.

GM saves 45 min/day vs. pulling reports manually

Moat Intelligence Feed

Nightly FRED / EIA / UMich / Manheim refresh — rate environment, fuel, consumer sentiment, auction lanes.

Price metal before rate moves hit the floor

Moat Signals (Live)

Aggregate real-time signals from operating stores — deal flow, lender approvals, stip patterns.

Spot regional lender shifts 48 hrs before they hit your deals→ Brain: cross-rooftop deal patterns feed regional lender shift detection — the network effect in action

Louie's Pulse

Market-demand pulse for your DMA — segment velocity, days-to-turn, and buyer-intent index.

Stock what's moving, stop ordering what isn't

Louie's Forecast

Month-end projection with weekly breakdown, top-3 risks, and recommended actions.

Proactive desk adjustments worth avg $22K/month

Sales Meeting Autopilot

Full Monday, daily, and EOM meeting agenda generated in 3 seconds — MTD pace vs. goal, hot buyer list (DNA score + lender fit), stalled deals with exact fix, aged inventory with floor plan burn, BDC appt board, credit radar re-pull schedule. 6 reps, real numbers.

GM saves 45 min of manual report-pulling every morning — floor ready before the doors open→ Brain: feeds from deal velocity, buyer DNA, inventory aging, rep performance, BDC show rates, and credit coach loop — live cross-module synthesis every morning

30-Day Gross Trajectory

AI rolling projection of month-end gross updated daily — based on current pace, pipeline close probability, and 18-month seasonality model. Variance-from-goal flag triggers at 10% miss with specific desk recommendations.

Know by the 10th whether you'll hit the month — adjust the desk before the last week, not during it

Close More Deals 36 modules

Multi-scenario desking, lender routing against real program playbooks, PVR tracking, contract-funding visibility, title perfection, tax & fee config.

Deal Structure AI

Finds optimal term / APR / down / back-end combo for any payment ceiling — instantly.

avg +$420 back-end gross per deal

Deal Intelligence

Per-deal risk score — DTI, LTV, FICO cliff, stip probability — before you submit.

Cut dead submissions 38% · save 2.1 stips per funded deal→ Brain: DTI/LTV/FICO scores flow into the lender routing engine — every scored deal improves first-look accuracy

Deal Velocity Tracker

Stage-by-stage funnel velocity — where deals stall, per-rep speed vs. peers, stall AI diagnosis with specific next steps, NADA benchmark comparisons for every metric.

Find your bottleneck stage — avg 38% faster lead-to-fund when stalls are caught within 4 hours→ Brain: stall patterns by lender/FICO/rep feed into the routing optimizer and rep coaching engine

Contracts & Funding

Pending contract tracker with per-lender funding velocity and chaser alerts.

Same-day funding rate +23pp vs. national avg

PVR Tracker

Per-F&I-manager and per-product PVR with group average threshold.

Identify bottom-20% managers — avg $340/deal recovery

New-Car Desking

MSRP + all rebates + APR + OEM stacked incentives in one payment grid.

Capture avg +$800 in missed OEM stacking per new car

Fees & Taxes

Configurable tax rates, doc fee, title, registration — no more tax-error chargebacks.

Eliminate $200–500 chargeback exposure per deal

F&I Menu

Full product menu — GAP / VSC / KeyReplace / Maintenance with cost, retail, gross.

VSC+GAP attach +18pp = avg +$340/deal

Lender Config

42-lender matrix — FICO / LTV / PTI / reserve tiers — tuned to your actual programs.

First-look fund rate 68% → 83%→ Brain: feeds matchLenders() — the program matrix the routing engine reads on every deal

ZIP Tax Zones

County + city tax stacking by ZIP — 66 zones seeded, unlimited configurable.

Accurate payment quotes = fewer dead deals at funding

Credit & Soft Pulls

Pre-screen before hard pull — protect customer credit, qualify faster.

Cut hard-pull-to-decline ratio 61%

Credit Pattern Engine

Cross-customer FICO/lender pattern analysis — lender matrix by FICO band, trajectory cohorts showing which profiles convert, opportunity scoring for every active coach-loop customer.

Surface the 28% of subprime customers who will fund within 90 days→ Brain: lender approval rates by FICO band continuously update routing weights

Louie's Desk

Payment grid (36–84 mo) with live deal advice — built for the floor manager, not a spreadsheet.

Desktop in 60 sec vs. 8 min manual — more desks per hour

Louie's Finance

AI deal-score engine against 42 lender programs — picks the best path before you call.

84% first-look fund rate on submitted deals

Louie's Title

Title workflow with perfected / in-flight / past-deadline tracking per unit.

Cut title past-deadline rate from 14% → 3%

Co-Applicant Tools

Run the co-signer scenario in real time — credit impact, debt-to-income overlay, lender program match with co-app.

Save deals that die on solo credit — co-app adds 12–18% deal recovery

Digital Retail Flow

Online deal builder customers use before they walk in — payment range, trade value, credit range — routes into your pipeline.

30% of deals now start online — capture them before a competitor does

CPO Program Manager

Certified pre-owned program tracking — OEM inspection checklist, certification status, CPO warranty administration.

CPO units retail $2,000–$4,000 higher avg — certify every eligible unit

Stip Manager

Per-stip deadline tracking with automated customer SMS alerts — no more chasing docs by phone.

Stip-to-fund time 47 min → 9 min documented→ Brain: per-lender stip patterns update the stip-probability model and lender reliability scores

Stip Dashboard

F&I command center — every pending deal on one screen with stips outstanding, hours since submission, and funding probability.

Zero deals lost to expiring stip windows

Stip Pre-Pack AI

Before you call a lender, Louie tells you exactly what they'll ask for — 10 lender profiles (Westlake, Exeter, Cap One, Ally, TD, Santander, DriveTime, Regional, CPS, First Investors) with required stips, hard stops, LTV caps, SCRA flags, PTI limits. Readiness score 0–100. Submission gating built in.

Stip-to-fund time from 47 min → 9 min — pre-packed before you dial→ Brain: per-lender stip outcome history continuously refines the profile accuracy — what got approved last month updates what you pre-pack today

Reserve Optimizer

AI-powered reserve calculation — finds the max lender spread on every deal without triggering rate flags.

avg +$180/deal in captured reserve vs. manual estimate→ Brain: reserve margin outcomes calibrate rate-flag thresholds by lender

Lender Hub

Multi-lender submission gateway — route, submit, and track deals across all lenders from one screen. RouteOne/DealerTrack alternative built in.

One screen vs. four portals — avg 22 min saved per submission

Lender Scorecard

Per-lender performance metrics — approval rate, buydown capacity, stip frequency, avg rate, and funding velocity over 90 days.

Know which lenders are actually performing before you call them→ Brain: feeds getWeights() — the nightly 1:30am rebalance that re-ranks every lender from actual outcomes

Lender Rate Shopping

Real-time rate comparison across all configured lenders for any deal — term, APR, and reserve side-by-side.

Best rate found in 8 sec vs. 3 separate lender calls

Deal Jacket

Per-deal document vault — every doc, every note, every lender interaction in one timestamped record. Audit-ready.

Compliance audit in minutes, not hours — zero missing docs

Affordability Pre-Qualifier

Payment range calculator before the desk — input income, down, term, and the system shows what the customer can actually afford before you structure anything.

Cut dead desk presentations 31% — only structure deals that fit

Text-to-Pay

Send a secure payment link via SMS — customers pay stip deposits, delivery fees, and add-ons without stepping into the dealership.

Collect stip deposits same-day vs. waiting for a check — fund faster

E-Contracting & E-Sign

Full electronic contract workflow — customers sign from any device, docs route to F&I for review, and the completed packet uploads to the deal jacket automatically.

Delivery time down 40 min avg — zero missing signatures at funding

We-Owe Tracker

Every post-sale item owed to a customer tracked from promise to completion — detail, accessories, second key, windshield — with customer notification on close.

Zero we-owes lost in the handoff — closes the most common CSI complaint

AI Deal Closer

Deal stalled? Input the stall reason and Louie ranks the exact moves — extend term (here's the new payment), add down (here's the delta), adjust trade (here's what it buys), restructure back-end. 12 stall scenarios. Real math. No guessing. Win-rate tracking by move type and rep.

Recover stalled deals worth avg $3,400 front + back — 1 recovered deal/week = $177K/year→ Brain: move outcomes by stall reason + lender feed the deal structure optimizer — Louie learns which moves work for which customer profiles

RouteOne + DealerTrack Outbound

Push credit apps directly to RouteOne (XML v3 format) or DealerTrack (JSON) using the dealer's stored dealer ID/DT number — no portal switching. Input the deal, select the portal, Louie formats the full credit application and submits. Tracks lender decisions as they come back. Demo shows the R1 XML envelope + multi-lender routing (Cap One/Ally/TD mix). Status tracking every 90 seconds until decision.

Replace RouteOne and DealerTrack portals — submit faster, track in one place, cut manual re-entry→ Brain: lender decision outcomes by FICO/LTV/portal update the routing weight engine nightly

F&I Provider Rate Engine

Real provider rate quotes for VSC, GAP, tire & wheel, paint protection, and key replacement — JM&A, SafeGuard, EasyCare, National Auto Care, StoneEagle, and American Auto Shield (for high-mileage units). Input the vehicle (year/mileage/MSRP) and the deal (FICO/term) and get ranked quotes by gross. One-click enroll, policy number generated, claim tracking built in.

Stop guessing at F&I product cost — know your gross before you present the menu. MTD F&I gross tracked by provider and product.→ Brain: enrollment outcomes by product/FICO/lender feed the F&I penetration optimizer

Dealer Trade Manager

Locate, request, and track dealer trades — search the market by year/make/model/trim, fire the trade request, and track pickup/delivery status until the unit hits your lot.

Fill inventory gaps in 24 hrs instead of 5 days — capture the deal today instead of losing it

Payment Objection AI

Customer says the payment's too high — Louie instantly surfaces every structural move: term extension, down payment ask, trade bump, back-end trim. Shows the exact new payment for each option. 8 objection types, real math, no manual calculation.

Turn the payment objection into a closed deal — avg 1.4 additional closes/week per desk manager→ Brain: which move closes which customer profile feeds the deal structure optimizer

Auction Run List

Automatically ranks your aged inventory by wholesale economics — floor plan cost-to-date, ACV vs. retail gap, days-in-stock, and recommended auction channel (Manheim / ADESA / OVE / direct). One-click export to run list format.

Get out of losers before the 60-day cliff — avg $1,400/unit saved on aged wholesale decisions→ Brain: auction sell-through outcomes by unit type update the hold/run recommendation model

See the desk and F&I modules live — no login required.

24-hour demo session. Full platform.

Take the floor →

Know Your Metal 32 modules

Aging, wholesale advisor, acquisition engine, trade appraisal (photo-driven), market comps, missed-trade analysis, book lookup, new-car allocations, OEM incentive stacking.

Missed Trades

Pattern analysis of lost trades — what you're short on, where you're losing to which competitor.

Recover 2–3 missed trades/month avg = +$8K gross

Wholesale & F&I Report

Wholesale P&L by channel (Manheim / ADESA / OVE / Direct) + F&I penetration combo.

Surface avg $8K/month wholesale leak

Competitor Scan

Real-time alerts when competitors add, reprice, or pull inventory you're stocked against.

Reprice before you're overpriced — protect margin on 30% of units

Price Intelligence

Per-unit price position vs market median — flag overpriced and underpriced units.

Cut avg days-to-turn by 8 days · reduce floor plan cost→ Brain: price-vs-market deltas feed the depreciation curve and pricing recommendation model

Wholesale Alerts

Aged units flagged with floor-plan cost/day, ACV, and auction channel recommendation.

Get out before the 60-day cliff — avg $1,800/unit savings

Competitor Pricing

Live AutoTrader / CarGurus / Cars.com inventory scrape against your stock.

Beat 73% of competitor prices on matching units

Lease-Return Pipeline

Bucketed by days-out with equity position, mileage overage, and conquest opportunity score.

Contact customers 90 days before maturity — 3x turn rate

New-Car Allocations

Ordered / In Transit / Arrived / Delivered kanban with expected dates.

Zero units sitting unlogged in transit

OEM Incentives

All active programs with stacking rules, expiry countdown, and eligible VINs.

Capture every incentive stack — avg +$800/new car

Stair-Step Programs

Per-OEM tier tracking with units-to-next-tier and bonus dollar value at stake.

Know if you're 3 units from a $30K dealer bonus

Vision Trade Appraisal

Upload photos — AI returns condition score, recon estimate, and ACV recommendation.

Reduce over-appraised trades 60% · cut recon overruns→ Brain: condition/ACV pairs train the recon cost estimator — more photos = tighter estimates

Louie's Showroom

New-car stock with live OEM incentives, top sellers by segment, and price-vs-MSRP tracker.

Sell the incentive stack, not just the payment

Louie's Lot

Per-unit inventory table with ACV, margin, floor-plan cost/day, and days in stock.

Full cost-of-carry visibility on every unit, every day

Louie's Book

Complete deal history, notes, and documents for every vehicle that's crossed your lot.

Full unit history at the trade desk — never over-appraise twice

Book Values

VIN-decoded side-by-side KBB / NADA / Black Book estimates with segment-aware adjustments — one lookup, three books.

Stop leaving $400–$800 on the table by defaulting to one book

Trade Payoff Lookup

Instant lienholder payoff estimates — pulls the net equity position at appraisal time without a hold call.

Save 15–20 min per trade desk — no more hold music

Bookout System

Vehicle holds, inter-dealer trades, and double-booking prevention — reserve units and track availability across all rooftops.

Zero double-sold units — one source of truth for availability

KBB Instant Cash Offer

ICO workflow integration — generate, present, and track KBB Instant Cash Offers from within the platform.

Capture trade-in customers who came in from KBB — before they shop elsewhere

Auction Intelligence

AI-generated auction run list with channel recommendations (Manheim / ADESA / OVE / direct) and floor-plan cost-to-carry per unit.

Right unit, right channel — avg +$800 net vs. default lane assignment→ Brain: channel outcome data improves the auction routing optimizer nightly

Velocity Pricing

Dynamic repricing engine — automatically adjusts retail price as days-in-stock climb, protecting margin on fast movers while clearing aged units before the cliff.

Avg 6-day reduction in days-to-turn · floor plan cost savings compound daily

UCM Stocking Advisor

Used-car market analysis by segment, trim, and price band — tells you exactly what to buy at auction based on your local turn rates and margin targets.

Stop buying what doesn't move — right inventory from day one of DMS connect

UCM Competitive Intelligence

Local market scanner for any make/model/year within configurable radius — competitor listings, pricing position, days-on-market. State-calibrated buy list (TX/CA/FL) with F&I gross data per model. 12-channel sourcing guide with MMR spreads, run fees, and tips. Private listing feed sorted by acquisition spread.

Know what every competitor is charging before you price a unit. Buy trucks in TX at $1,847 avg backend vs. $1,100 for economy sedans.→ Brain: market scan data + sourcing channel outcomes improve the stocking buy list weights

Vehicle History Reports

Carfax and AutoCheck integration adapter — pulls real reports using dealer's API credentials, or generates a deterministic synthetic VHR in demo mode. Checks rebuilt/salvage/flood/lemon titles, accident history by severity, odometer rollback, service record count. Quick red-flag summary at the desking screen before you structure anything.

Catch a $4,500 recon surprise before you appraise the trade — not after you've already committed to a number→ Brain: VHR results feed the trade appraisal ACV model — cleaner history = higher confidence offer

Auction Outbound

Push units directly to Manheim OVE, ADESA TradeRev, Copart, or IAAI from one screen — no portal-hopping. Set reserve, buy-now price, condition. Track active listings, bids, and final results. Results dashboard: 90-day avg sale vs. reserve by portal, MMR spread analysis, best portal for your unit type (demo: ADESA TradeRev beats Manheim on trucks by +3.2%).

Get the best channel for each unit — avg +$847 net vs. defaulting to one auction portal→ Brain: auction outcomes by channel feed the wholesale routing optimizer ELITE

UCM Trade Appraisal AI

Structure a trade without guessing. Input year/make/model/mileage/condition — Louie returns MMR-anchored ACV, a 3-band offer range (max/target/walk-away), recon estimate by condition tier, and 3–5 live comps from your market. Negotiation coaching string tells the desk: "At this price you have $X ACV, room to move $Y." 72.2% acceptance rate on target offers. Supports 50 make/model combos with age and mileage curves built in.

Stop leaving $1,200+ on over-appraised trades — one tool at the trade desk pays for the platform→ Brain: appraisal outcomes (accepted/countered/lost) refine the ACV model and recon cost estimator over time ELITE

UCM Recon Cost Ledger

Every dollar in recon, tracked to the penny. Log labor, parts, sublet, PDI, and detail line items per unit with vendor and invoice reference. Atomic totals update on every line — no spreadsheet reconciliation at month-end. Over-budget alert triggers when recon exceeds 20% of acquisition cost. 12 active units, avg recon $2,101. Feeds directly into Deal P&L so your gross number is real, not estimated.

UCM managers who know their all-in cost before pricing protect avg $600/unit in gross vs. guessing→ Brain: recon cost by condition tier + make/model improves the Trade Appraisal recon estimate accuracy ELITE

UCM Lot Walk Assistant

Morning heat map — every unit tiered by urgency in 15 seconds. 🔴 Critical (60+ days, floor plan burning daily), 🟡 Watch (30–59 days), 🟢 OK. Each unit shows floor-plan daily carry cost, price-to-market %, recon alert if still in shop 15+ days, and a specific recommended action with dollar amounts ("drop to $21,900 — saves $47/day and puts you at 97% market"). Price-drop queue with calculated target price. Walk session logging with action audit trail. 24 units scanned in one tap.

Get aged units moving 8 days earlier on average — the UCM pays for itself on one wholesale save→ Brain: lot walk action outcomes feed the velocity model — which price drops actually moved units ELITE

UCM Days-to-Turn Intelligence

Know what to buy before you buy it. 12 segments (compact/sedan/SUV/truck/luxury/EV...) ranked by actual days-on-lot vs. target, with 90-day trend, seasonal demand index (Q1–Q4), and price-bucket-to-turn correlation. BUY / AVOID / REDUCE / HOLD recommendations per segment with specific reasoning. Market-clock per segment: HOT/WARM/COOL/COLD with demand index score. AI alerts: "Compact SUVs turning 6 days faster than baseline — you may be underpriced." 280 historical sales powering the baseline. Segment deep-dive shows top 3 configs by volume.

Buying the wrong segment costs 12+ extra days on lot — knowing ahead of time is the difference between $800 gross and $200 gross→ Brain: turn history + segment demand feeds the stocking advisor and auction buy recommendations ELITE

UCM Title Desk Workflow

Full title pipeline — Kanban from Awaiting through Transferred. Flags titles 30+ days (WARNING), 45+ days (HIGH), 60+ days (CRITICAL) with specific recommended actions. Lien release queue shows exactly which units are blocked from delivery. Issues dashboard surfaces salvage titles, rebuilt, flood, lemon, bonded, or missing — with event log trail per title. 28 active titles tracked; 3 lien releases pending. Auto-computes days-to-transfer when status moves. One screen replaces the paper pile on the title clerk's desk.

Past-deadline title rate: 14% → 3%. One delayed title costs avg $400–$800 in floor plan while the deal sits funded but undelivered→ Brain: title issue patterns feed the trade appraisal — known problem vehicles flagged at appraisal time ELITE

UCM Floor Plan Manager

$919K exposure tracked to the dollar. Every unit on floor plan — NextGear, Manheim, Ally — with daily interest accrual, curtailment schedule (Day 90/150/210), and real-time payoff calculation. Curtailment alerts before the fee hits. Aging cost matrix: 0–30 / 31–60 / 61–90 / 91–120 / 121–150 / 150+ with per-bucket daily burn rate and wholesale action thresholds. 38 units seeded. 1 unit past curtailment 2 (stock U4017) — flagged automatically. Selling a unit? One PATCH and the system calculates exact payoff including accrued interest.

Floor plan interest is often the largest invisible cost in the UCM. Knowing the burn per unit per day changes how fast you move metal→ Brain: floor plan carry cost per unit feeds lot walk urgency scoring and wholesale timing recommendations

VIN History Scan

CARFAX / AutoCheck integration at the point of appraisal — accident history, prior use (rental / fleet / taxi), title brand (salvage / rebuilt / lemon / flood), and odometer discrepancy flags. One VIN, one second, full risk picture before you make the offer.

Avoid over-paying on branded titles — avg $2,200 write-down when a problem unit slips through at auction→ Brain: history flags feed the trade appraisal model — problem VINs adjust ACV automatically

Market Absorption Rate

How fast is each vehicle segment actually selling in your DMA — not national averages, your local 50-mile market. Ranks segments by days supply, sales velocity, and price-to-market trend. Tells you what to buy at auction and what to avoid before you make the trip.

Buying into a 120-day market vs. a 30-day market costs $1,200+ per unit in lost gross — know before you bid→ Brain: local absorption data feeds stocking recommendations and auction buy-list scoring

Work Your Leads 26 modules

60-second lead response, unified inbox across SMS · email · FB, BDC sequences, customer pipeline, appointments, equity-pipeline targeting, AI Voice BDC.

CRM Dashboard

Live KPI rollup: pipeline by status, leads by source, activity today — one screen.

No more 6-tab morning ritual to see the pipeline

Customers

Full customer database — credit tier, income docs, lead source, purchase history, AI notes.

Full customer context before every call = higher close rate

Leads

AI-scored lead queue — ranked by purchase intent, payment fit, and time since last contact.

Work the hottest leads first — close 23% more appointments

Pipeline (Kanban)

8-column Kanban from New through Delivered — drag-drop, auto-log, SLA alerts.

Visible stalls = fewer deals dying in the middle of the funnel→ Brain: stage dwell times power the stall-pattern detection and SLA alert engine

Buyer DNA Score

Unified 0-100 opportunity score per customer — credit trajectory (improving/stable/declining), lender fit probability, payment sensitivity, engagement recency, pipeline momentum. Leaderboard of your top 20 deals right now with urgency tags (hot/warm/nurture) and specific next-action per buyer.

Work hot opportunities before they go to a competitor — 4 hot buyers on your lot today, average DNA score 87→ Brain: touchpoint logging updates scores in real time — every call, text, and credit pull refines the rank

Appointments

Showroom, test-drive, delivery, trade, and service appts — one unified calendar.

No-show rate down 31% with AI reminder automation

Follow-Up Intelligence

Per-customer brief: why call, what to say, objection handler, best time to reach.

Contact-to-show rate +31% vs. generic follow-up scripts→ Brain: contact outcomes rank script effectiveness — the brain auto-promotes the highest-converting approaches

BDC Intake Hub

Inbound intake hub + BDC sequence builder + template library — fully managed.

Lead response 41 min → 52 sec documented

Next Actions

Priority-ranked action list with dollar value per action — what to do right now.

BDC reps work highest-value tasks first, not first-in-queue

Conversations

Unified inbox — SMS, email, web chat — with AI draft replies and template shortcuts.

One screen vs. three platforms = 40% faster response time

Louie's Pipeline

Full kanban from NEW through DELIVERED with per-stage SLA enforcement and alerts.

SLA enforcement reduces lost deals by avg 4/month

Louie's Connect

Unified SMS + email + FB Messenger inbox with template library and conversation AI.

60-second response SLA tracked per BDC rep

Louie's Equity

Customers in positive equity flagged with trade-up opportunity and payment delta.

15–20 upgrade opportunities/month most dealers miss

Louie's Fleet

Fleet accounts, pipeline units, YoY revenue ledger, and next-renewal calendar.

Fleet accounts = recurring units at lower acquisition cost

AI Voice BDC

Outbound AI calls — ElevenLabs voice + Claude brain. Qualifies, handles objections, books appointments.

3x BDC capacity at zero incremental headcount cost→ Brain: call outcomes feed the BDC learning loop — winning word tracks promoted weekly

BDC Learning Loop

Nightly call-transcript analysis — extracts winning word tracks and auto-promotes them weekly.

Best scripts win automatically — close rate compounds monthly→ Brain: this IS the learning loop — transcripts in nightly, best scripts out weekly to every rep

Dead Pile Reactivation

Works every deal marked dead in the last 90 days — AI scores re-contact probability and generates personalized outreach scripts.

Recover avg 3–5 deals/month from leads most dealers throw away→ Brain: reactivation outcomes improve the re-contact probability model — the brain learns which dead deals are actually worth working

Unsold Prospect Recovery

Re-engages cold prospects with updated inventory, pricing changes, and AI-tailored re-approach — timed to match their original vehicle interest.

12% reactivation rate on prospects dead 30–90 days

Acquisition Intelligence

Flags equity-positive customers who are prime trade-up candidates — scores by equity position, payment tolerance, and purchase history.

15–20 trade-up opportunities surfaced per month most stores miss→ Brain: equity-trigger scores sharpen the trade-up probability model NEW

Friday — AI Secretary

AI answers every inbound call, routes to Sales / Service / Finance / Parts / GM by intent, captures after-hours leads, sends voicemail transcripts — 24/7.

Zero missed calls · every lead captured · no receptionist headcount→ Brain: call intent classifications train the inbound routing model

Customer Success Dashboard

Post-sale satisfaction tracking — CSI score, referral tracking, 30/60/90-day check-in queue, and win-back alerts for customers who haven't returned in 12 months.

Referral customers close at 3x rate — track and nurture every one

Customer Notifications

Automated customer alerts — deal status updates, stip requests, funding confirmation, delivery reminders — sent by SMS or email without BDC manual effort.

Customers stay informed · inbound "where's my deal?" calls drop 70%

Bulk BDC Lead Distribution

Assign 50 leads to your 8-rep team in one click. Round-robin, capacity-based (fills reps with room before touching maxed ones), skills-based routing (FICO under 600 goes to your subprime specialists), by-source (internet leads to digital team), or geographic territory routing. Manager sees utilization% per rep in real time. 7 assignment strategies, configurable per dealership.

Large BDC teams waste 20% of leads on over-loaded reps — smart routing eliminates that gap→ Brain: assignment outcomes by strategy + rep feed contact-rate optimization — best-performing pairings surface automatically

BDC Script Personalizer

No more generic scripts. Input the customer — FICO tier, vehicle interest, days since contact, purpose — and Louie generates a personalized call opener, text, and email for that exact situation. 7 purposes: new lead, follow-up, appt confirm, no-show recovery, equity alert, credit tier upgrade, unsold revisit. Coaching note on every script tells the rep WHY it's framed that way.

Contact-to-appointment rate +38% vs. generic BDC scripts — the difference is a script that sounds like you know the customer→ Brain: appointment outcomes by script type + purpose feed the script effectiveness rankings — best scripts auto-promoted weekly

Referral Tracking Engine

Every customer referral logged and attributed — who sent it, what it turned into, what commission or reward is owed. Auto-thank you message goes out the moment a referred customer arrives. Monthly referral leaderboard by salesperson. Referral source ROI vs. third-party leads — most stores find referral cost is 80% lower.

Referral customers close at 3x the rate of internet leads — tracking them turns a passive stream into a managed channel→ Brain: referral conversion by source rep and vehicle type feed the conquest and retention agent

Sold Customer Upgrade Pipeline

30/60/90/180-day pipeline of past customers with equity position, payment vs. current market rate, and upgrade opportunity score — ranked by likelihood to transact. Auto-flags customers who are now equity-positive, off-warranty, or approaching lease end. BDC outreach queue with AI-drafted message for each trigger type.

Selling a previous customer costs 60% less in marketing spend — the pipeline surfaces the ready-to-buy ones before a competitor gets them→ Brain: upgrade conversion rates by trigger type refine the opportunity scoring model over time

See the BDC, follow-up intelligence, and AI Voice in action. Open the live demo →

Stay Protected 17 modules

OFAC + Red Flag scans, user-role permissions, dealer-agreement review, compliance checklist with audit score.

Users & Roles

Role-based permissions — owner / GM / desk / F&I / salesperson / BDC — per rooftop scope.

Lock down deal access · prevent unauthorized discounting

Louie's Compliance

Missing-doc checker, OFAC / FTC Red Flag scans, compliance audit score per deal.

Avg $2,500 fine avoided per OFAC miss — automated catch

Louie's Guard

Role permission matrix with configurable override rules and audit trail.

Protect gross — unauthorized mini deals down 80%

Agreement Review

Paste any dealer agreement — AI returns obligations, rights, red flags, and key dates.

Identify hidden liability before you sign · no attorney retainer needed

Adverse Action Letters

FCRA-compliant adverse action notices generated automatically on every declined credit application — mailed or emailed.

Eliminate $1,000–$10,000 FCRA fine exposure per missed notice

F&I Disclosure Monitor

Per-deal disclosure checklist — TRID, Dodd-Frank, CFPB — with timestamped completion and audit log.

Compliance audit score on every deal before it books

Buyer's Guide Generator

FTC-compliant Buyer's Guide for every used vehicle — As Is or warranty terms, state variations handled.

FTC requires one on every used car — generated in one click

Window Sticker Generator

MSRP window stickers for new and used inventory — OEM format with add-ons, MPG, and pricing summary.

Print-ready in 30 seconds · no DMS fee for sticker reprints

Collections Automation

Automated payment reminders, default-risk scoring, and escalation workflows — for in-house paper and BHPH accounts.

Default rate reduced 28% with automated early-touch cadence→ Brain: payment behavior patterns feed the BHPH risk scoring and underwriting model

Loss Mitigation

Early-warning system on at-risk accounts — flags payment drift, income instability signals, and recommends intervention before default.

Catch defaults 30 days earlier — avg $3,200 repo cost avoided per account

Fair Lending / HMDA

CFPB fair-lending monitor — flags disparate-impact patterns in rate markups, down payment requirements, and approval rates by demographic proxy. Audit-ready reporting.

Document fair-lending compliance before a regulator asks — not after

Identity Verification

DL scan + OFAC cross-match at point of sale — catches synthetic identities and mismatched documents before the deal books. Logged with timestamp and match score.

Stop synthetic fraud at the desk — avg $12K fraud loss avoided per caught case

Employment Verification

Income document review with AI authenticity scoring — flags altered pay stubs, inconsistent employer data, and income discrepancies before lender submission.

Cut stipback rate on income docs 44% — submit right the first time

TCPA Compliance Center

Consent ledger, opt-out processing, DNC list, and full audit trail for every outbound SMS and call. Captures express written consent at lead intake, processes STOP/UNSUBSCRIBE in real time, blocks non-consented outreach automatically. 312 consented customers, 3.5% opt-out rate tracked. Batch-check up to 500 phones at once. TCPA violations: up to $1,500 per text.

Block the lawsuit before it starts — full TCPA compliance proof in the audit log for every communication→ Brain: consent records gate every BDC outreach — no consent = no send, enforced automatically

FTC Safeguards Rule Compliance

16 CFR Part 314 compliance center — required for all auto dealers since June 9, 2023. Tracks all 9 required elements: Qualified Individual designation, written risk assessment, access controls, data inventory map, encryption, monitoring/pen tests, annual staff training log with attestations, service provider oversight (contract safeguard clauses), and incident response plan. Generates the required annual board report. Violations: up to $50,120/day.

Pass any compliance audit without scrambling — every element tracked, evidenced, and dated→ Brain: service provider access tracking integrates with data flow map — know exactly who touches customer NPI

OFAC SDN Screening

Screen every credit application against the OFAC Specially Designated Nationals list before submission — required under the Bank Secrecy Act and enforced against dealers who finance. Auto-blocks flagged applicants and logs the decision with timestamp for audit trail. Batch screen your existing database quarterly. Zero-miss rate required; one violation = deal reversal + potential DOJ exposure.

The $5,000 penalty for one unscreened SDN customer far exceeds the cost of the platform — this one module pays for itself if it catches one hit

GAP & VSC Refund Tracker

Every product cancellation logged and tracked to resolution — state-mandated refund windows (30–45 days in most states), outstanding balance per contract, provider confirmation, and customer notification. Flags overdue refunds before they become CFPB complaints. Integrates with chargeback tracking to reconcile net F&I gross.

Missed GAP refund deadlines are a top CFPB complaint category — documented compliance closes that exposure→ Brain: cancellation patterns by product and lender feed the chargeback risk model

Run a Tighter Team 16 modules

Floor-manager AI coach, per-rep leaderboards, F&I manager scoreboard, service → sales handoff, CSI monitoring, training with completion tracking.

Voice & Call Coaching

Call log with AI-drafted follow-up scripts and one-click coach brief per salesperson.

Close rate improvement without a dedicated sales trainer

Sales Performance

Per-rep units / front gross / PVR / close rate — leaderboard with trend lines.

Bottom 20% identified weekly — not after the month closes→ Brain: per-rep metrics feed the coaching priority queue — lowest-performing reps surface automatically

Salesperson Coaching

Team leaderboard with one-click AI coach brief per rep — specific, actionable.

Every rep coached weekly on real deals, not role-play

Group Rollup

Multi-rooftop comparison — units, gross, PVR, CSI — with store ranking and gap analysis.

Identify the under-performer before the GM meeting

Surveys / CSI

CSI score, raw responses, flagged low-score deals — with automated follow-up triggers.

Intercept 1-star reviews before they post — documented saves

Louie's Numbers

TODAY / WTD / MTD tabs — units, gross, PVR, CSI, lender mix — live dashboard.

GM has real-time pulse without touching the DMS→ Brain: real-time velocity vs. pace targets feeds deal urgency signals and desk coaching priorities

Louie's Tower

GM control tower — all departments, all alerts, today's priorities in one view.

Run 3 departments from one screen during peak hours

Louie's Service

Open ROs, advisor efficiency, and service → sales handoff pipeline — equity alerts on every RO.

Service → sales conversion +$12.4K/month documented

Louie's Trainer

Training module library with per-rep completion rates and leaderboard.

Track who's actually learning — not just who says they did

Louie's Learn

Full LMS — courses, quizzes, certifications for sales, BDC, F&I, and service staff.

Consistent onboarding = new hire productive in 2 weeks, not 6

Workforce Analytics

Per-employee efficiency metrics — units per day, hours per RO, close rate by shift — across all departments.

Identify scheduling and staffing waste before payroll closes

Applicant Tracking

Hiring pipeline for every role — salesperson, BDC, F&I, tech — with interview stages, notes, and offer tracking.

Stop losing good candidates to slow follow-up — hiring cycle -40%

Time & Attendance

Clock-in/out tracking by department with hours-worked reporting, overtime alerts, and payroll export.

Replaces $80–$200/month time clock subscriptions per store

Service Trade-In Alert

Auto-flags equity customers when they arrive for service — advisor sees the trade-up opportunity before the RO opens.

Service-to-sales pipeline adds avg $12.4K/month gross per store

Floor Manager Huddle

15-second floor scan for managers — every rep's stage, time-in-stage, needs-T.O. flag, idle alert, and a specific talk track per rep based on what's happening right now. Idle rep assignment to hot leads. T.O. request queue. No walkie-talkie needed.

Catch the stalled desk before 42 minutes passes — documented $800 avg gross recovery per saved T.O.→ Brain: stage timing + T.O. patterns feed the rep coaching priority queue automatically

Equity Radar

Scans every customer who bought 24–48 months ago — calculates equity position from depreciation curves + payoff estimates, ranks your hottest trade-up opportunities, and generates personalized call/text/email scripts with exact payment delta math. 187 profiles. 8 strong-equity customers sitting uncontacted today.

Each equity call generates avg $2,200 front + trade gross — 8 uncontacted = $17,600 sitting on your list right now→ Brain: equity contact outcomes refine the payment-delta model and talk track effectiveness scoring by vehicle type

Marketing & Agents 19 modules

Ad copy, FB Marketplace listings, marketing-studio dashboard, lead ROI by source, market-share by DMA, geo-fence builder.

Lead ROI

CPL / CPS / close-rate breakdown by every lead source — cut the ones that don't pay.

Avg $2,400/month saved cutting underperforming lead sources

Market Share

DMA rank + market share by segment vs. named competitors — updated monthly.

Know exactly which competitor is eating your lunch on used trucks

Ad Generator

Facebook / Instagram / Marketplace ad variants per vehicle — generated in 60 seconds.

Save $2K/month vs. Shiftly — get the same result in-house

FB Marketplace Lister

Generate, post, and track Facebook Marketplace listings — 56M monthly shoppers, zero ad spend.

Avg 312 views + 14 inquiries per active listing · zero cost

Marketing Studio

Campaign performance dashboard with AI insights and channel ROI comparison.

One screen to see which $10K/month is working and which isn't

Widget Embed

Customer chat widget — install in 2 minutes, capture leads from your website 24/7.

Capture after-hours leads that currently go to voicemail

Geo-Fence Builder

Radius / polygon / ZIP ad targeting with Census-backed reach estimator and cost preview.

Conquest competitor service lanes within 5 miles — zero wasted spend

Video Follow-Up

Record and send personalized video messages to unsold prospects — one-click from the customer record.

Video follow-up 3x reply rate vs. text-only — documented across 1,100+ sends

Reputation Monitor

Google, Yelp, and DealerRater review tracking — sentiment score, response drafts, and alert on new 1–3 star reviews.

Intercept bad reviews before they're indexed — response rate up 4x

Conquest Intel

In-market shoppers at competitor stores — conquest campaign targeting by make, model, and ZIP radius.

Steal 8–12 conquest units/month from competitor service lane traffic

Campaign Blaster

Email and SMS broadcast to segmented customer lists — equity campaigns, service reminders, model-year-end blasts.

Avg 18% open rate · 6% click-through on equity campaigns

Marketing Attribution

Multi-touch lead attribution — shows exactly which campaigns, channels, and touchpoints drove each sold unit and at what cost.

Cut avg $2,400/month on underperforming sources — with proof, not guesses

Marketing Automation

Drip campaign workflow builder — trigger-based sequences for new leads, unsold, equity, and service-due customers.

Automated follow-up runs 24/7 — zero rep hours spent on cold outreach

Content Calendar

Social media and email content planning with AI-generated post drafts — scheduled by vehicle, event, and campaign.

Replaces $800–$1,500/month social media management retainer

Budget Allocator

AI-powered marketing budget recommendation — inputs last 90-day channel performance and outputs an optimized monthly spend plan.

AI budget reallocation avg +$3,100 ROI/month vs. gut-feel allocation

Social Publisher

AI-drafted social posts for Facebook, Instagram, and X — vehicle-specific captions with photos, scheduled posting queue, and engagement tracking dashboard.

Replaces $800–$1,500/month social media retainer — done in-house in minutes

VDP Syndication

Auto-distribute vehicle listings to Cars.com, AutoTrader, CarGurus, and Facebook Marketplace from a single upload — status tracking per listing per platform.

Stop manually relisting — one upload reaches 4 platforms in 60 seconds

Review Request Agent

Auto-sends a Google review request to every delivered customer at the optimal time — not too soon (before they've driven it), not too late (they've moved on). Routes positive sentiment to Google, flags negative responses to the manager before the post goes public. Dashboard shows review velocity, avg rating trend, and response rate by month.

Dealers who average 4.7+ stars close 18% more internet leads — this is the cheapest marketing you'll run→ Brain: review sentiment by advisor/deal type feeds CSI coaching recommendations

Conquest Finder

Surfaces conquest targets — customers in your market who service at competitors but haven't bought from you. Built from registration data segments, ZIP-level loyalty patterns, and brand cross-shop signals. Prioritizes by vehicle age (conquest-ready at 4+ years), mileage band, and estimated equity in current vehicle. BDC outreach queue pre-loaded with tailored messaging.

Conquest customers have no loyalty discount expectation — avg $400 higher front gross than repeat customers→ Brain: conquest conversion outcomes by source segment update the targeting model quarterly

All 220 modules. No login. No form. 24-hour demo session. Take the floor →

Integrations & Platform 9 modules

Background agent monitor, DMS/CRM ingest bridges (Reynolds, CDK, Dealertrack, VinSolutions, ProMax, vAuto), data upload hub, and Reynolds & Reynolds ERA direct integration.

Agent Monitor

29 background AI agents — success rate, recent events, alert log, and health dashboard.

24/7 intelligence running while you're on the floor

DMS Ingest

Live connector status for CDK / Reynolds / Dealertrack / Tekion — bi-directional.

Connected modules switch to your live data on day of connect→ Brain: primary ingestion point — all 220 modules receive simulation data the moment this connects

Upload Hub

CSV / API upload bridge for ProMax, VinSolutions, vAuto, DealerSocket — drag-drop or scheduled.

No DMS API needed to get started — CSV works day one

RouteOne Integration

Direct RouteOne deal submission — structure in LouieAuto, submit to any lender in the RouteOne network without switching portals or re-entering data.

One click submits to 22+ lenders — no copy-paste, no re-entry errors

vAuto Integration

Bi-directional price intelligence sync — LouieAuto reads vAuto market data, writes pricing decisions back, with deal-level cost data flowing into unit analytics.

Keep vAuto data without keeping the vAuto subscription — the intelligence stays

VinSolutions CRM Bridge

Bi-directional customer and lead sync with VinSolutions — leads from VinSolutions route into LouieAuto workflows, updates write back to keep both systems current.

No double-entry between systems — one source of truth

DealerSocket Sync

Customer, deal, and inventory data bridge from DealerSocket — supports dealers transitioning off legacy platforms or running both in parallel during migration.

Migration without disruption — both systems run live until cutover day

ProMax Integration

Full ProMax data sync — sales history, customer records, and deal data imported on setup, kept current via scheduled pull or webhook.

ProMax users go live on LouieAuto in under 48 hours with full history intact

Reynolds & Reynolds Bridge

ERA and ERAccess bi-directional data integration — pulls sales history, customer records, and inventory on setup with scheduled sync keeping both systems current during any transition period.

Reynolds stores go live in 48 hours — full history intact, no manual re-entry, no disruption to the desk

Service Department 15 modules

Video inspections, AI service pricing, warranty tracking, declined-service recovery, and cash-flow visibility. The service department as a profit center, not just a throughput line.

Video MPI

Record multipoint inspection videos and send to customers in real time — increases authorization rate and customer trust.

Video MPI raises avg repair order value 23% — documented

Service Menu AI

AI-powered service pricing suggestions and upsell sequences — adapts by vehicle mileage, history, and advisor record.

Effective labor rate up $18/hour avg with AI upsell sequencing

Warranty Claim Tracker

OEM warranty claim pipeline — open, submitted, approved, paid — per VIN with recovery velocity tracking.

Avg $4,200/month in warranty claims tracked to resolution vs. missed

Declined Service Upsell

Every declined service item logged with customer, reason, and AI follow-up sequence — recovers deferred work.

Recover 22% of declined RO work within 90 days — avg $380/customer

Cash Flow Forecaster

Rolling 30/60/90-day cash flow projection — deals in pipe, floor plan due, payroll, and reserve account balance.

GM sees cash position 30 days out — no end-of-month surprises

Service Scheduler

Customer-facing online appointment booking — syncs to the shop calendar, sends automated reminders, and pre-populates the RO.

No-show rate down 28% with AI appointment reminders

Service Finance Widget

Equity + payment calculator for service advisors — show financing options during equity conversations before the customer leaves the lane.

Service-to-sales conversion rate doubles when advisor can show a payment

Loaner Management

Loaner fleet checkout/checkin tracking with utilization reporting, fuel level, mileage log, and insurance expiry alerts.

Eliminate loaner disputes and track $80K+ loaner fleet liability

Service Due & Dormancy Engine

Identifies customers overdue for service or who haven't visited in 6+ months — auto-triggers personalized outreach with vehicle-specific maintenance context.

Reactivate avg 18 dormant service customers/month per location

Tech Dispatch Board

Live bay-by-bay technician assignment board — drag-drop RO assignment, real-time status per bay, tech efficiency score per shift, and late-RO alerts before the customer asks.

Shop capacity up 12% avg with visible bay utilization — no idle techs, no stacked ROs

Recall Lookup & Tracking

NHTSA recall scanner — VIN-level open recall detection, customer notification queue, and repair tracking per RO. Auto-alerts when an incoming service vehicle has an open recall.

Close every recall — avg $120–$300 OEM reimbursement per recall repair

EV Battery Health

State-of-health analysis for electric and hybrid units — SoH percentage, estimated range degradation, charge cycle analytics, and battery replacement flag for trade appraisals.

Appraise EVs accurately — avoid over-paying on a unit with degraded range

Service RO Finance

Open RO aging tracker — time since open, advisor who owns it, estimated close date, and revenue at risk per RO. Flags ROs approaching advisor efficiency thresholds.

Service manager sees every dollar at risk before the shift ends — not after close

Service Advisor Scorecard

Per-advisor ELR, RO count, hours per RO, declined-service rate, and customer satisfaction score — ranked and updated daily. Flags advisors below department threshold before the month closes.

Top-to-bottom advisor ELR spread reveals avg $22/hr gap — close it before it compounds

Warranty Claim Tracker

OEM warranty submission pipeline — claim filed, submitted, pending, approved, rejected, and paid. Per-RO claim status with day count, technician, and repair order tie-in. Rejection reason logging with resolution tracking. Dashboard shows outstanding receivable total and avg days-to-pay by OEM.

Untracked warranty claims are a silent revenue leak — dealers average $8K–$15K in outstanding OEM receivables at any given time

Back Office & Accounting 12 modules

Full dealership accounting layer — GL, P&L, AP/AR, deal cost accounting, floor plan tracking, commission plans, payroll, and direct deposit ACH. Replaces the accounting tools most stores pay $800–$2,000/month to run separately.

Financial Statements

P&L, Balance Sheet, and Cash Flow — dealer-formatted, updated in real time as deals book and costs post.

Owner-ready financials without waiting for the controller to compile them

GL & Chart of Accounts

Full general ledger with dealership-standard chart of accounts, journal entries, and monthly bank reconciliation workflow.

Replaces $400–$800/month standalone GL subscription

Accounts Payable & Receivable

AP aging, vendor invoice management, payment scheduling, AR collections tracking, and cash application — automated end-to-end.

AP aging visibility prevents duplicate payments and late-fee exposure

Deal P&L

Per-deal cost sheet: front gross + back gross + post-sale COS (warranty repairs, chargebacks, recon overruns) = true net profit per unit.

Know actual deal profitability within 24 hrs of funding — not 30 days later

Floor Plan Financing

Floor plan balance tracker — per-unit interest accrual, payoff schedule, curtailment alerts, and lender reporting.

Eliminate surprise curtailment fees — floor plan cost tracked to the day

Commission Calculator

Per-rep commission calculation with plan builder — supports flat, percentage, sliding scale, and spiff structures per deal type.

Eliminate commission disputes — reps see their number before the deal books

Payroll & HR

Employee management, timesheet approval, payroll calculation with federal + state compliance (CA, TX, NY, FL, PA), W-2 and 941 form generation.

Replaces $200–$400/month payroll service — compliance built in

Payroll ACH

NACHA-format ACH file generator for direct deposit — send payroll straight to your bank without a third-party payroll processor.

$0 per-transaction vs. $1.50–$3.00/employee per deposit at external processors

Income Tracker

Monthly revenue by department with prior-month and prior-year comparison — front gross, back gross, service, parts, F&I products, and finance reserve all broken out.

See which department is slipping before end-of-month — not after the controller closes

HR Forms Library

Federal and state-specific HR forms — W-4, I-9, new hire onboarding checklists, termination documentation, and handbook acknowledgment tracking per employee.

Replaces $150–$300/month HR compliance subscription — all forms current and tracked

Profit Dashboard

Department-level profit visibility in real time — service ELR, parts margin, front-end gross, back-end gross, and overhead as a % of revenue on one screen.

GM has full profit picture at any moment — no waiting for the accountant to pull it

Floorplan Audit

Reconciles the floor plan statement from NextGear / Manheim / Ally against your DMS inventory — surfaces units that show as floored but aren't on the lot, and units on the lot with no floor plan record. Runs nightly; discrepancy report flags each gap with stock number, VIN, and days out of sync.

Floor plan fraud and accounting errors cost dealers avg $40K–$120K before they surface — the audit catches them in 24 hours→ Brain: floor plan reconciliation data integrates with the UCM Floor Plan Manager for real-time exposure tracking

Parts Department 7 modules

Parts inventory, ordering, AI-powered demand forecasting, core exchange tracking, and returns management. Built for the parts manager who currently lives in a spreadsheet and the service writer who wastes 20 minutes hunting for a part number.

Parts Inventory

Full parts stock management — bin locations, on-hand counts, movement history, minimum stock alerts, and RO fulfillment tracking.

Cut emergency parts orders 40% with real-time min-stock alerts

Parts Ordering

Purchase order generation with supplier integration — one-click reorder, delivery tracking, and receipt confirmation against the PO.

PO-to-receipt in one workflow — eliminate $1,200/month in supplier discrepancies

Parts AI Intelligence

Auto-suggests parts for every open RO based on vehicle history, mileage, and complaint code — with demand forecasting by season and model.

Reduce lost service revenue from "we don't have that part" — avg +$340/RO captured

Core Exchange Tracker

Tracks core returns and vendor credits per RO — flags missing cores before the return window closes.

Recover avg $2,800/month in core credits most dealers miss

Parts Counter

Walk-in counter management — create work orders for over-the-counter customers, track counter sales separately from shop sales, and manage cash receipts.

Counter revenue tracked and reconciled — no more cash sales falling through the cracks

Parts Returns & Credits

Warranty return tracking and vendor credit management per RO — flags unclaimed credits before supplier return windows close, with aging report by vendor.

Recover avg $1,400/month in vendor credits most stores miss or write off

Parts Demand Forecasting

AI demand model built from your own RO history — predicts stock needs by part number, season, and model year to auto-generate suggested reorder quantities.

Cut emergency orders 35% — stock what your shop actually uses, not what the catalog suggests

Recon & Lot Operations 9 modules

Unit-level recon pipeline, vendor cost tracking, AI recon estimates from photos, mobile lot condition app, key tag management, and photo management. Closes the gap between "car is in recon" and "we know our all-in cost on every unit."

Recon Pipeline

Unit-level recon tracking — vendor assignment, work status, estimated completion, and days-in-recon. Flags units stalled beyond your target turn time.

Cut recon-to-frontline avg from 9.2 days → 5.8 days

Recon Cost Tracker

Vendor invoices, approval workflow, payment tracking, and all-in cost calculation per unit — feeds directly into Deal P&L.

Know true all-in cost before pricing — stops guessing on gross

Recon Estimator

AI recon cost estimate from photos and condition notes — generates a line-item estimate before the car hits the shop.

Estimate vs. actual variance down 60% with AI pre-estimate

Lot Recon Mobile

Mobile field app for lot attendants — photo upload, condition scoring, and status updates from the lot without touching a desktop.

Eliminate the morning lot walk with paper notes — real-time condition from the lane

Key Log

Key tag tracking per unit — checked out, checked in, loaned to customer, missing — with per-vehicle log and alert on keys out over 24 hours.

Stop losing test drive keys — avg $400 in lost key replacements per store per year

Accessories & Delivery Tracker

Post-sale accessory orders tracked from purchase through installation — running boards, tint, remote start, bed liners — with customer notification when complete.

Accessory gross fully captured — nothing delivered and forgotten, nothing unbilled

Wholesale Timer

Per-unit countdown from age threshold to wholesale cliff — shows daily floor-plan cost accruing and ACV vs. retail margin remaining. Auto-alert when a unit crosses 45 days.

Get units out 8 days earlier on average — avg $1,800/unit in saved carrying cost

Detail Shop Tracker

Per-unit detail status from lot drop to frontline ready — vendor assignment, scheduled completion, and cost per detail with pass/fail photo confirmation before a unit is listed.

Never lose a unit in detail again — avg 2.1 days faster from recon-complete to listed

Recon Photo Dock

Centralized photo management per unit — condition photos tagged to recon stages, AI-assisted condition scoring, and one-click export to listing syndication with watermark overlay.

Photos live on listing same day as frontline — avg $210/unit saved in carrying cost vs. next-day photo upload

BHPH / Buy Here Pay Here

20 dedicated BHPH modules — built into your license

Metro 2 credit reporting. GPS device management. Skip trace. State-specific repo rules. BHPH underwriting. Collections AI. Portfolio covenant tracking. Everything a BHPH operation needs — replacing $6K–$12K/month in outside tools.

Metro 2 Reporting GPS Management Skip Trace Collections AI Repo Workflow BHPH Underwriting +14 more

See all 20 BHPH modules →

Accountability Layer — 15 Named Reports counted separately in the platform stats as “15 PDF Report Types”

Reports & Accountability 12 modules

Full-gamut PDF dealer reporting suite — operations recaps, accountability reports that name names, and executive scorecards. Each PDF includes charts, ranked tables, and a 4-sentence Louie-narrated executive summary with three specific recommended actions.

Named accountability, not just data. Every report below calls out the salesperson, F&I manager, or appraiser by name — on every below-water deal, dead lead, and bad trade. This is what a GM actually opens on Monday morning.

Every intelligence tool a dealership needs.Not built by committee.