ABC
Dealer-branded finance portal
ABC Trailer Sales
Trailer financing for customers buying enclosed, cargo, and utility trailers.
New Applications
3
Demo pipeline count
Approvals
1
Ready for documents/funding
Missing Stips
1
Customer action needed
Dealer Dashboard
This demonstration shows what the dealership could use to track its own customers only.
| Customer | Unit | Amount | Status | Notes |
|---|---|---|---|---|
| Roger Miller | 2025 7x16 Enclosed Trailer | $14,850 | Submitted | Application submitted to lender. Waiting on lender decision. |
| Amanda Perez | 2024 Utility Trailer | $6,900 | Missing Stips | Need proof of income and insurance binder. |
| Gary Thompson | 2023 Cargo Trailer | $11,500 | Approved | Approved pending signed contract and title/MSO package. |