To begin, ensure you have a deal in progress, then follow these steps:
Stack the deal as normal until you reach the Payments/Financials screen.
On the Payments/Financials screen, choose how the balance is being paid.
Select Finance.
When completing the finance details, choose Third-Party Finance as the finance type/provider (rather than selecting a built-in lender).
Enter all required information, such as:
Third-party provider name
Term
Type
Amount financed
Once the details are complete, either:
Click Approve, if the deal is ready to progress, or
Click Save and Continue to move forward without approving.
After saving, DealerKit will generate the appropriate documentation, including an invoice in the Document Pack showing Invoice to Third-Party Finance Provider – Deliver to Customer.
Finance Commission & Banked Status — Quick Guide
1. Open the Finance Section
Click your username (top-right corner).
Select Finance from the navigation menu.
2. View Your Deals
The Finance screen shows a list of deals and their current statuses.
Use the Commission column to manage or review commission details.
3. Update a Deal’s Status
Locate the deal you want to update (e.g., status = Un-signed).
Click the Status field and select the new status (e.g., Banked, Paid Out, Signed).
Click the Save icon to apply your changes.
4. Navigate by Status Folder
After saving, the deal moves into the folder corresponding to its new status.
Use the status dropdown at the top of the screen to filter and view deals by status (e.g., Un-signed → Banked → Paid Out).
Full guide on Finance Commission and Banked Status:
https://help.dealerkit.co.uk/en/articles/12043105-finance-commission-and-banked-status