WorkflowAuto & Fleet

Deal Jacket Funding

Deal Jacket Funding Review

Every deal jacket checked against the approval and stips the day it arrives, so clean deals fund sooner.

Film coming soonSee it working, liveWe’ll walk you through Deal Jacket Funding on your own documents.
WorkflowDocuments in; a checked, signed result out.
5specialist agents
5kinds of input
Soonfilm in production
The problem

Why it matters

Contracts in transit wait days while funders check contracts, signatures and stips by hand; one missing initial or stale paystub sends the jacket back.

What it does

How the solution handles it

Agents read the jacket, test the contract against the approval (amount, APR, term, add-ons, signatures) and match each stip. A writer drafts the fund-or-pend memo with the exact fix for the dealer. The funding analyst funds or pends.

How it works

How a deal jacket moves

Five agents read the jacket, check the contract and structure, match stips and draft the memo; a funding analyst funds or pends the deal.

What comes in
Jacket in1 jacket · contract, approval, stips, title app
Agents at work
Jacket readercontract, ID, title
Then
Contract checkerterms and signatures
Deal structure checkeradvance, add-ons
Stip matcherapproval stips
Then
Funding memo writerfund or pend
A person decides
Funding analystfunds or pends
What comes out
Funded deal
Pend reasons
Funding memo
In and out

What it reads, and what it hands back.

What goes in

  • Retail installment sale contract
  • Credit application and approval
  • Buyer’s order and invoice
  • Driver’s licence and proof of insurance
  • Title application

What comes out

  • Fund-or-pend decision with reasons
  • Contract-to-approval check
  • Missing-stip list for the dealer
  • Funding memo

Who uses it

FAFunding analystsDRDealer relationship managersFMFunding managersCRCompliance reviewers
What it changes

The difference, in numbers.

Every figure is labelled: a target the solution is built to, an estimate, a typical published result, or a proven one.

target
2hours
from jacket received to a fund-or-pend decision
By hand1–3 days
With agents≈ 2 h
target
100%
of contract terms checked against the approval
the analyst funds
estimated
3×
deal jackets per funding analyst, with the same team
TodayWith agents

“Target” = design goal, measured in the live solution · “Estimated” = our estimate · by-hand time = typical funding turn reported by lenders and dealers · agents = the live solution’s configuration

Built on the engine

5 specialist agents. One person decides.

Jacket readerevery page sorted and read
Contract checkeramount, APR, term, signatures
Deal structure checkeradvance, LTV, backend products
Stip matchereach stip to its document
Funding memo writerpend reasons the dealer can fix
Funding analystfunds or pends the deal

Build this
for your team.

We’ll show Deal Jacket Funding running on your own documents.