The only deal desk that coaches while you close.
Deal Desk, F&I, documents, and compliance in one jacket. Structure, products, and protection on one login — with Aero coaching on the structure in front of you. $89/mo — part of Sell & desk at $395/mo.
Deal Desk · F&I menu rails · Funding pipeline · 700Credit at the desk · Works standalone
15-minute call. Walk a live deal path — structure, credit, compliance, funding. No deck theater.
Sales works the CRM. Someone pastes into a menu tool. Credit and compliance land in a third place — or on paper after the customer left. Every handoff is a re-key risk, a funding delay, or a compliance miss you find too late.
Independents need structure, products, and protection on one jacket — not another island that makes a pretty menu and a weak store connection.
Deal Desk, F&I, documents, and compliance in one jacket. One SKU — the whole desk, not a tier split inside the module.
Structure payments and scenarios on the jacket you already have open. Deals queue attaches customers and vehicles so desk work is not a blank form while the buyer cools off in the box.
Scenarios on the same record sales opened — or the deal you started cold.
Product catalog and menu rails live on the deal — not a bolted-on menu island in another login. Present products where structure and payments already sit.
Menu depth on the jacket. Not a second tab after the sale is “done.”
Funding pipeline and deal jacket stay with lender management and submissions on one path. Structure, submit, and track funding without losing the jacket.
Funding work on the same deal record you desked.
Credit and pre-qual path on the deal — soft and hard pulls when you need them, still tied to the jacket. Deeper prequal can start back at the lead when CRM is live.
Credit in the flow. Full 700Credit detail in the section below.
Document generation and title work in-flow so paperwork does not wait until the customer is gone. Generate docs and push title work while the jacket is still open.
Docs and title work on the deal — not a pile after delivery.
Compliance checklist per deal plus tax and fee calculation so protection and numbers stay with structure. Keep compliance in-flow — not shoved to “later.”
Checklist and calc on every deal you desk.
Four steps. One path from customer to a funded-ready jacket — without a menu island in the middle.
Most dealers already know 700Credit. Aerolot puts that workflow on the deal jacket — soft and hard paths, identity, authorizations, and desk tools — so F&I isn’t bouncing between logins.
700Credit· live (3 modules, more coming) · your account, no Aerolot markup
Early credit context when you need a read before you commit the customer to a hard pull — still tied to the same deal record.
Full pull workflow when you are ready to structure and submit — authorizations and consent kept with the jacket.
IDV, OFAC screening support, FCRA consent, adverse-action workflow support — in-flow, not “we’ll fix it in accounting later.”
Deal Desk depth that speaks independent desking language — structure and products where you already work the numbers.
Soft and hard pulls in the deal flow. Compliance tools in-flow (IDV, OFAC screening support, FCRA consent, adverse-action). Dealer’s own 700Credit account — no Aerolot markup. Prequal can start back at the lead with the CRM module. Lender submission paths (e.g. RouteOne) — not a wholesale eContracting replacement.
Aero Deal Coach sits on the deal — lenders, compliance risk signals, and product guidance when it matters. Moment-of-truth help. You still own the judgment call. Aero proposes — you approve. How Aero works →
Menu-only tools can look sharp. The store still pays for re-key, weak compliance timing, and zero coaching on the live deal.
| Job | Menu-only tool | Aerolot Deal Desk / F&I |
|---|---|---|
| Customer + vehicle context | Re-key or import; often a second login | Same record sales opened — or a cold deal you start here |
| Structure & products | Strong presentation; weak OS connection | Scenarios and product rails on the jacket |
| Compliance timing | Often after the menu — or elsewhere | In-flow authorizations, credit, jacket tools |
| Coaching | Training later (if at all) | Aero Deal Coach while you close |
| Store systems | Island next to CRM / inventory | Core surface of the dealership OS |
Works standalone — desk the deal you already have. CRM, Inventory, and the rest of the OS make the jacket stronger, but they are not required to run DMS. Open a cold deal, structure scenarios, run credit and compliance, generate docs, and push funding without waiting on another module.
Stock that matches what the site and desk see lives in Inventory. Money views and morning financial visibility live in Accounting & Payments. CRM feeds the handoff. Aero and Autopilot sit on the store you actually run.
One module for the desk roles that structure, protect, and fund — not a separate F&I login sold next to the DMS.
You care about structure quality, funding, and not getting burned on compliance. You get in-deal structure, 700Credit path, and coaching without leaving the jacket.
You care about gross and risk. Mistakes found after the customer leaves cost real money. Compliance in-flow and one jacket reduce “we’ll fix it later” surprises.
You care about a clean handoff. Customer and vehicle arrive with context — not blank forms and a verbal summary that changes every retelling.
DMS + F&I is $89/mo as one module. See every line item on pricing. Part of Sell & desk — $395/mo.
The DMS module carries the whole desk — Deal Desk, F&I, documents, and compliance — as one SKU. There is no base-vs-plus split inside DMS. Deeper credit and prequal paths pair with the CRM module and your own 700Credit account. We’ll map your exact path on the demo.
DMS is the desk: structure, F&I, docs, compliance, funding. CRM is the lead book and pipeline. They share one customer and car when both are on. You can run DMS alone — works standalone, desk the deal you already have — and add CRM when you want prequal and handoff from the lead.
No. Aerolot does not replace RouteOne or Dealertrack eContracting. Lender submission paths (e.g. RouteOne) are hedged: we support submission paths in the jacket flow — we do not promise two-way integration or instant decisions. Bring your lenders to the demo and we’ll walk the funding path for your store.
No. Aerolot provides tools and workflows. Dealers still need their own counsel, training, and compliance program. We do not invent guarantees about audit outcomes or regulatory safety.
Yes — that’s the point of the OS. When CRM is live, the handoff lands on the same customer and vehicle the desk works. No retyping a stranger for the menu. DMS also works cold if you start the deal at the desk.
Yes in principle. Effort depends on data quality, export formats, and which workflows must run in parallel. We won’t sell a magic import fairy tale — the demo is where we scope week one honestly (often: desk + deals first, then CRM and inventory depth).
Aero Deal Coach proposes structure, product, and risk guidance on the deal in front of you — you approve. Judgment stays with the store. Never fully autonomous on consequential calls.
We’ll walk Deal Desk, F&I product rails, 700Credit, and compliance tools on a live path. Not a PDF. Not a deck of screenshots you can’t click.
Walk structure, 700Credit, compliance, and funding on a short call. $89/mo DMS. Aero proposes — you approve. We’ll say so if the fit is thin.
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