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Smart Deal Jacket

One place for the whole deal — buyer, vehicle, trade, the numbers, F&I, lender and paperwork.

📋 Deal

Deal #

Date

Salesperson

Deal type

Status

👤 Customer

Buyer name

Phone

Address

Driver's license #

Add co-buyer

🚘 Vehicle

Stock #

VIN decode coming soon

Condition

Year

Make

Model

Trim

Mileage

Dealer cost / invoice

🔁 Trade-In

Trade vehicle

Mileage

ACV (actual cash value)

Allowance

Payoff

Lienholder

🧮 The Numbers

Selling price

Accessories / adds

Rebate

Cash down

Tax rate 8.25%

Doc fee

Title fee

Registration

Gov / other fees

APR 7.9%

Term 72 mo

Finance reserve (back gross)

Vehicle

Trade

Cash down

+ rebate applied

Payment / mo

Front gross

Back gross

Total gross

Front gross = selling price − dealer cost − any over-allowance on the trade. Back gross = F&I product profit + finance reserve.

🛡️ F&I Products

ProductPriceCost

🏦 Lender

Lender

Buy rate %

Approval status

Stipulations / notes

✅ Document Checklist

💾 Save & print

Deals save on this device, and Save also downloads a reopenable file. Use Open file to reload one. Print the jacket for the customer file or F&I.

🔮 Coming soon

This deal jacket runs standalone today. Next up: import a saved deal straight from the Vehicle Cost Analyzer (the data model already lines up), plus VIN decode and e-sign hooks.

For planning/organization only — not a legal contract, financial, tax, or insurance advice. Confirm all figures and required documents with your dealer, lender, and DMV.