Dealers Running Cleaner
Operations With DealerStak

This dealer was running their wholesale operation across spreadsheets and a handwritten BOS pad. Floorplan Cost Management reconciliation was a monthly headache — cross-referencing a PDF statement against a spreadsheet line by line. Since switching to DealerStak the Floorplan Cost Management tool handles all of it automatically. Upload the statement, match by stock number, gross profit updates instantly. The dealer now has accurate profit numbers on every deal in real time.

This retail lot was running on a Word document BOS template that had to be manually edited for every single deal. The process took 20-30 minutes per deal and was prone to errors. After switching to DealerStak the salesperson uploads the deal details and a professional branded BOS is generated instantly. The Administrative role now gatekeeps every deal file through the built-in checklist — nothing gets funded until every document is confirmed.

This wholesaler was moving 75 vehicles a month and still relying on office staff to manage paperwork, reconcile Floorplan Cost Management statements, track invoices, and keep deal files in order. It worked — but it was expensive and slow. After switching to DealerStak the entire administrative layer of the operation was absorbed by the platform. The Floorplan Cost Management tool reconciles every statement automatically. The deal file checklist ensures every document is in order before funding. Invoices are tracked in one place. The Executive Dashboard exports monthly for the accountant. The admin staff were let go within 60 days of going live. The wholesaler now runs a tighter, faster, more profitable operation with a leaner team — and knows the real gross on every unit before it leaves the lot.