Features
Every deal, from signed to funded
FundDesk consolidates the entire funding lifecycle into one workflow. Here's what makes that possible.
CIT Dashboard
See every contract in transit at a glance
The CIT dashboard shows every deal that's been signed but not yet funded, organized by aging bucket and broken out by lender. Click any bucket to drill into the deals that need attention right now — no more scrolling through spreadsheets to find the ones aging past 15 days.
- Aging buckets: 0-7 days, 8-14 days, 15-30 days, 30+ days
- Lender-by-lender breakdown with average days-in-transit
- Deal counts and dollar totals at every level
- One-click drill-down to the deals list, filtered
- Cash deals tracked alongside financed deals
Notification Center
All lender messages in one feed
When a lender sends a stip request, a funding hold, or an approval update — those messages land in the Notification Center automatically. Read, mark complete, and jump straight to the deal without checking six different portals to find what needs an answer.
- Automatic message ingestion from integrated lender platforms
- Unread badge and filter chips (all / unread / completed)
- One-click navigation to the underlying deal
- Mark complete to clear from your working list
- Team-wide visibility — nothing gets missed because someone was out
Deal event tracking
Automatic status updates as deals progress
Every meaningful event on a deal is captured automatically: contract signed, submitted to lender, booked, funded. Deals advance through pipeline stages as those events land, and the funding status pill reflects reality in real time — no manual entry required.
- Signed events from TaptoSign integration
- Submitted, booked, and funded events from lender platform data
- Automatic pipeline state advancement
- Funding status pill (clean / returned / rejected)
- Full event audit trail on every deal, timestamped and sourced
Deal blocks
Never lose track of what's blocking a deal
When a deal is missing a stip, waiting on a customer call-back, or held up by a lender-side issue, add a block that stays visible until it's resolved. Blocks are typed by category so you can see across all your deals — how many are waiting on proof of insurance, how many are stuck on employment verification, which lender is holding the most.
- 13 pre-defined block types matching real F&I workflow
- Assign, complete, or reassign blocks with one click
- Cross-deal visibility: see all deals blocked on the same issue
- Team activity trail: who added, resolved, or updated each block
Compliance built in
Audit-ready by default
Every event, every block, every message — timestamped, source-tagged, and immutable. When compliance calls or a lender wants documentation, the trail is already there. No scrambling to reconstruct what happened.
- Immutable event log for every deal
- Source tracking on every automated update
- Role-gated access with per-user activity logs
- Full history preserved even after deals move to funded
Integrations
Built to integrate with the platforms you already use
FundDesk is being built as a sanctioned integration partner with the platforms independent dealerships rely on every day. Every integration is negotiated, approved, and documented — no gray-area scraping, no surprises for your dealership.
TaptoSign
LiveAutomatic deal data ingestion when contracts are signed via TaptoSign.
CUDL / Origence
In progressCredit Union Direct Lending API partnership for loan submission, decisions, and funding status.
RouteOne
PlannedPartnership pursuit underway for sanctioned credit application and eContracting integration.
Autosoft DMS
PlannedDeal data sync from your dealer management system for seamless workflow.
Captive lenders
PlannedAPI integrations with Ford Credit, GM Financial, and other captive finance sources as they become available.
Email + document ingestion
LiveForward lender emails and upload PDFs for automatic data extraction via AI.
Ready to get out of firefighting mode?
Join dealerships getting early access to FundDesk. We're onboarding our first partners now.