Connecting the Dots
Route Deals to Preferred Lenders.
Submit a complete, consistent package from the same deal you just quoted—using your programs and order of preference. No re-keying. No portal hopping.
Routing: Ready
RT-0000
Route to lender
0 items ready
APP
Credit application
Identity, employment, consent
Ready
OK
DEAL
Deal structure
Price, down, term, trade, taxes
Ready
OK
DOCS
Stips
POI/POA, CDL, insurance (as needed)
Ready
OK
NOTE
Desk notes
Context for lender (optional)
Optional
OPT
Lender queue
Selecting lenders
BlueLine Capital
Queued
IronRoad Financial
Queued
NorthBridge Funding
Queued
Best response
Pending decision
—
Ready
What lender's recieve.
Digital Submission Notification
A notification that a dealer has submitted a complete digital credit package, ready for review and decisioning.
Deal structure
Deal structure: price, optional trade-in details, taxes/fees, and any accepted protections.
Docs & Disclosures
Required documents and disclosures organized for underwriting.
Your routing, your rules.
Codify Finance Programs and a Lender Waterfall (criteria + order). Review quickly on the deal, then submit in your sequence. Update priorities when programs change—history stays intact.
When conditions come back
Handle requests on the deal: attach the missing item once, add a note, and keep moving. Everyone sees the same status and timestamps—no version chase.
Relationship control
Not a marketplace. You choose where each deal goes and in what order. Submissions reflect your lender relationships and program strategy—always from your store.
