Stop chasing paperwork. Start funding deals.
DealStack is the all-in-one CRM for UK car finance brokers and dealerships. Leads, lenders, dealers, documents, payouts and compliance on one platform, so deals fund faster and nothing slips through the cracks.
Car finance shouldn’t feel this hard.
Every broker we speak to is fighting the same fires.
Chasing dealers for DOWs, invoices and V5s.
Six logins and a spreadsheet to run one deal.
Leads coming in from everywhere, and nobody owns them.
Typing the same application into portal after portal.
Payouts stuck, and no idea why.
Complaints, Consumer Duty and fraud keeping you up at night.
So we built the platform that puts them out.
See it working on your own deals.
A 30-minute walkthrough, set up around how you work.
Everything you need. Nothing you don’t.
Each part works on its own and gets better with the others. Start where it hurts most.
Lead handling
Forms, calculators, lead APIs, tracking and fair assignment.
ExploreCRM
One record for the customer, the application, the vehicle and the deal.
ExploreCommunications
Email, SMS, WhatsApp, calls and a customer portal in one conversation.
ExploreLenders
Lender matching, rate cards, API sending and decisions in one place.
ExploreOperations
Documents, e-signing, vehicle checks and process templates.
ExplorePayouts & accounting
Payout checklists, commission and profit on every deal.
ExploreDealers & partners
Dealer onboarding, checks, portal access and handovers.
ExploreAutomation
Triggers, rules and actions that do the routine work.
ExploreComplaints
DISP timelines, letters, root causes and the complaints return.
ExploreReporting
A report builder, dashboards and exports, all scoped to the viewer.
ExploreMade for the people who make the deal happen.
Run your whole brokerage on one platform.
Leads, applications, lenders, dealers, documents, payouts and complaints in one place, so your team spends its day on customers instead of chasing paperwork across six different tools.
- Leads assigned fairly in seconds
- Lenders matched, sent and decided on the deal
- Payout checklists you control
Sell cars, arrange finance and know what every car made.
A dealership account built around you being the seller: finance customers sent to lenders, cash customers taken to handover, stock linked to every deal, and profit worked out car by car.
- Finance and cash customers
- Stock linked to every deal
- Profit per car
Spend the day on customers, not admin.
Leads arrive checked and assigned, the next task is always obvious, and every message, call and upload lands on the deal.
- Next task and callback reminders
- One conversation per customer
- Portal links instead of chasing
Paperwork that asks once and checks itself.
Process templates decide exactly which documents each deal needs. Dealers and customers upload or sign through secure links, vehicle checks verify themselves, and approved dealer paperwork is reused on the next deal.
- Process templates per lender
- Vehicle and ID checks that verify themselves
- Reuse of approved dealer paperwork
Evidence for every decision, and complaints to DISP.
A full history of who did what, commission disclosure signed on the deal and every complaint on the clock.
- Field-by-field change history
- DISP clocks and letters
- Half-year complaints return
The numbers, without asking for them.
Funded deals, commission, profit, clawbacks and team performance, scoped to what each person should see.
- Report builder with pivots
- Profit per deal and per month
- Accounting ledger and export
Less chasing. Faster payouts. Fewer surprises.
Built for motor finance
Not a general CRM bent into shape: DOWs, giros, dealer checks, lender decisions and payouts are built in.
Connected end to end
A lead becomes an application, a decision, a set of documents and a payout without retyping anything.
Automatic where it can be
Checks verify themselves, documents are requested at the right moment and chasers stop when they should.
Compliant by design
Commission disclosure, a full audit trail, locked funded deals and complaints to DISP.
Safer deals. Stronger compliance. Less risk for you.
DealStack builds checks and controls into every deal, so fraud is caught early, your process is followed every time, and you have the evidence to back every decision.
Stops fraud before it funds
ID and bank checks, vehicle history (finance, write-offs, stolen markers), document verification and a risk score on every deal flag what doesn’t add up before you send it.
Compliant by design
Consumer Duty, commission disclosure signed on the deal, affordability, and complaints run to DISP timelines. The right steps happen because the process asks for them.
Every deal follows your rules
Process templates, payout checklists and final checks mean nothing is funded or paid until what you require is in place. Funded deals are locked.
Evidence that protects you
Who did what and when, field by field, with every document and message on the deal. Ready for a lender audit, a complaint or the FOS.
Everything in one place. Connected to anything else.
DealStack is built to be the only system you need. If there’s a tool you’d rather keep, we’ll connect it: any provider with an API, webhooks or an export.
- All in one by default, so most teams need nothing else
- Keep the systems you already use, with their data on the deal
- We set up and support the connection with you
DealstackAll in one- AutoConvert
- iVendi
- Codeweavers
- DealTrack
- HubSpot
- Zapier
- Your website forms
- Your dialler
- Your accounting software
- Your dealer management system
- Any API or webhook
What people ask before they switch.
Who is DealStack for?
UK motor finance brokers, from one-person firms to multi-team brokerages with sub-accounts, and car dealerships running their own finance and cash customers, stock and handovers.
Do dealers need to pay to work with us?
No. Dealers can work on your deals through secure links without an account. A dealer login, with their own dashboard and document checklist, is optional.
Can we bring our existing data?
Yes. Partners and complaints import from spreadsheets with undo, and leads can arrive from your existing sources through the lead API, iVendi or AutoConvert.
Can we keep the other systems we use?
Yes. DealStack is built to be the one platform for the whole deal, but if you’d rather keep another system we can connect it, including AutoConvert, iVendi, Codeweavers, DealTrack, HubSpot, Zapier and any provider with an API or webhooks.
Which lenders can we send to by API?
Lenders connected to DealStack receive proposals, quotes and pre-approvals by API, with decisions returned automatically. For every other lender you record submissions and decisions on the deal.
Are calls, SMS and AI included?
They’re optional. Calling, SMS and WhatsApp run on Twilio, either DealStack numbers or your own account. The AI assistant uses Claude or ChatGPT with your key or ours.
How does DealStack help prevent fraud?
Every deal can run ID and open banking checks, a vehicle history check (outstanding finance, write-offs, stolen and scrapped markers) and document verification, with a risk score that flags mismatches before you send to a lender or pay out.
Does it make our deals more compliant?
Yes. Your process templates decide what every deal needs, payout checklists stop anything being funded or paid until it’s done, and every change is recorded. That protects you if a lender, a customer or the FOS asks how a deal was handled.
How does it help with Consumer Duty and complaints?
Commission disclosure is signed on the deal, every change is recorded, and complaints run to the DISP timelines with letters, root causes and the half-year return.
See your deals run on DealStack.
A 30-minute walkthrough with your own process in mind: your lenders, your dealers, your documents.