Deals / F&I / BOS

Move from interest to sold without losing paperwork in email threads.

Purpose

Deals are the system of record for price, trade, fees, taxes, funding status, and closing documents — from first structure through Bill of Sale.

Setup

1. Complete Settings → Business for BOS seller block.
2. Connect Stripe for deposits (Payments).
3. Enable e-sign workflow if paperless close (E-signatures).
4. Train managers on kanban stages your store uses.

Daily workflow

1. Create deal from quote or lead conversion.
2. Structure — payment, term, rate, trade, fees on F&I worksheet.
3. Print / CSV worksheet for lender desk (manual submit — no lender network).
4. Collect deposit via Stripe invoice or in-person record.
5. Move kanban — pending docs → funded → delivered.
6. Generate BOS — manager review on disclosure units (Bill of Sale).
7. E-sign or print — archive PDF on deal.

Key fields

Permissions

• Sales — create/edit deals they own.
• F&I — worksheet and credit app sections.
• Manager — discount approval, void/regenerate BOS.

Canadian notes

• FlashFender helps organize MVDA-style known-damage disclosure on Active inventory and UCDA-aligned BOS fields — not a certified UCDA vendor.
• HST on used goods follows province rules — verify with accountant for interprovincial deals.
• See Ontario compliance and British Columbia.

What this is not

FlashFender is not a lender network or certified finance portal. The worksheet helps the desk organize terms — it does not underwrite or submit to lenders.

Related

• Quotations
• Bill of Sale
• Finance & credit apps
• Compliance helpers