Every proposal, every lender, every settlement. Nothing lost.
Every proposal tracked from submission to payout. Settlements chased, documents nudged, nothing lost.
Monthly funnel view, shown with example data.
A finance proposal goes to a lender and then into a fog. Accepted but the documents aren't in. Paid out but the settlement figure is a week old. A deal that was done on Saturday is still not funded on Thursday and nobody is sure who was meant to chase it.
- Tracks every proposal from submitted to paid out, across every lender you use.
- Nudges for documents that are outstanding and stops when they arrive.
- Chases settlements that are going stale and flags the ones that will hold up a payout.
- Shows the funnel for the month — proposed, accepted, docs in, paid — live.
- Keeps the history so you can see acceptance rates by lender over years, not months.
Proven on our own forecourt first.
At our own dealership, the finance desk agent watches every proposal so the business manager can spend the day on customers instead of chasing.
finance proposals in one month
lenders tracked on one desk
sites, one finance view
What it reads. What it's allowed to do.
Data it reads
- Finance proposals and status from your lenders and broker platforms
- Deal files from the DMS
- Settlement figures and document checklists
What it writes
Nothing to the lender. It reads status, chases people and reports. Proposals are still submitted by your finance team.
As with every OmegAi agent: no writes to your DMS without approval, no customer data leaves the UK, and your data is kept separate from every other dealer's. Security & data →
Pricing Command
Every car re-priced against live competitor ads, daily. Slow stock spotted before it costs you money.
Admin Control
Finds missing service history, fixes adverts, chases documents. The admin agent never goes home.
Spares Invoice Reader
Reads every parts invoice, flags overcharges and duplicates, and drafts the credit request.
See Finance Desk running live.
A 30-minute screen-share on our own dealership. Tell us about yours and we'll be in touch.
A 30-minute screen-share, no slides. You'll see the live boards, the agents at work, and the numbers behind them. We'll tell you honestly whether it fits your business.
Prefer email? [email protected]