Your Shop Desk
Auto Loans and Refinance · Custom Shop Desk CRM

A Custom CRM for Auto Loan and Refinance Lenders

For auto lenders and refi shops where deals stall on stips and payoffs. Yours would pick up the applications people abandoned, get the pay stubs and insurance cards in and keep payoffs from expiring.

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A Shop Desk set up the way a auto loans and refinance business would run it
A Shop Desk set up the way a auto loans and refinance business would run it

Shown: Kestrel Home Loans, a demo desk with invented customers. Yours wears your name and your words.

The line

From the First Call to Paid, in Auto Loans and Refinance Words

Every auto loan moves down the same line. We name each stop the way your crew already does.

  1. 01Application
  2. 02Contacted
  3. 03Stips In
  4. 04Approved
  5. 05Signed
  6. 06Payoff Sent
  7. 07Funded

An auto loan on your desk hangs off the borrower and the vehicle.

So the card asks for what you actually need, and nothing a auto loans and refinance business would never fill in.

  • Year, make and model
  • VIN and mileage
  • Current lender and payoff
  • Amount and term asked
  • Stips received
  • Insurance on file
Where it leaks

Where Auto Loans and Refinance Businesses Lose Work

Applications Left Half Done

A borrower starts the form, gets to the income part and stops. Nobody reaches out, so the deal never starts.

Stips Nobody Chases

You asked for a pay stub, proof of residence and an insurance card. One came in, two did not, and the approval expires.

Payoff Quotes That Expire

The payoff was good for ten days and the deal took twelve. Now you order another and the borrower waits.

What we would build

Fitted to How You Already Work

  • Back to Where They Stopped

    Half done applications get a text with a link back to the exact spot they left. You see who finished and who needs a call.

  • A Stip Checklist the Borrower Can Finish

    The borrower sees what is still needed and uploads from their phone. The deal moves forward when the last item lands.

  • Payoff Tracking

    Every refi shows the payoff amount and its good through date. Deals near the date rise to the top.

  • Consent and Access Set With You

    We set up consent, opt outs and who sees what with you. Dealers and partners see status, not the borrower's documents.

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Questions

What Auto Loans and Refinance Owners Ask

Can borrowers upload pay stubs from their phone?
Yes. They get a page with their list of stips and upload each one. You see what is in and what is missing.
Can it remind me when a payoff is about to expire?
Yes. You enter the good through date and the desk flags it ahead of time. You choose how many days of warning you want.
Does it decide who gets approved?
No. Your underwriting decides. The desk tracks the deal, the documents and the follow up around that decision.
How long does a custom desk take?
Most businesses are running on their desk in about six weeks. A simple fit can be faster, and we tell you up front which one you are.
Do we own it?
Yes. The software, the data and the accounts are in your business name. Nothing of yours is ever held hostage.

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Tell Us How Your Auto Loans and Refinance Business Runs

We will tell you honestly what a desk fitted to it would take.

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