FINANCING MANAGEMENT
Goodleap, Synchrony, FORTIVA — All in One Place
Manage every provider and every product from one screen. Upload a dealer rate sheet PDF and AI extracts every product automatically. Customer payment math uses real plan data.
Manage every provider and every product from one screen. Upload a dealer rate sheet PDF and AI extracts every product automatically. Customer payment math uses real plan data.
Manage every financing provider, every product, and every dealer fee from one screen. Customer payment math uses real plan data, not hardcoded guesses.
Providers (Goodleap, Synchrony, FORTIVA) at the top, with their plan products nested underneath. Inline dealer fee editor. Add new providers in seconds.
Drop a provider's dealer rate sheet PDF. AI extracts every product, every term, every APR, every dealer fee into financing_plans rows automatically.
Dealer fee percentage lives on the plan row. Comfort Advisor pulls it. Commission engine deducts it. Reporting reads it. No double-entry, no drift.
The Comfort Advisor proposal calculates the customer's monthly using the selected plan's actual APR and term — not a generic placeholder.
The commission engine reads dealer_fee_pct from the selected plan and deducts it from the advisor's commissionable revenue automatically.
Out of the box you get Synchrony's four standard SAC products with the correct dealer fees, plus Goodleap and FORTIVA stubs ready to fill in.
Your financing plans are yours. Other tenants on the platform never see them. Multi-tenant by design.
Edit any field on the spot — rate change Tuesday morning, your whole sales team is quoting it Tuesday afternoon.
See volume, dealer fees paid, and average ticket by provider and by plan — so you know which financing partner is actually pulling its weight.
Most CRMs make you re-key every product from a 30-page rate sheet. We do it in five seconds.
Drop the dealer rate sheet PDF on the provider page.
Claude reads every product, every APR, every term, every dealer fee.
Structured table appears for you to confirm before saving.
Comfort Advisor immediately quotes the new products.
See us upload a Synchrony rate sheet and quote a customer payment from it ninety seconds later.
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