Dealership F&I
The F&I Desk Engine
F&I stip tracking and contracts-in-transit automation for dealerships.
Built for the F&I director or finance director, with the GM and controller in the room.
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Twelve industries · one system
Every business that sells needs the same spine: every lead answered in under a minute, every call returned, follow-up that runs for as long as your buying cycle, and a weekly report written as what the business accomplished. What changes by industry is the engine on top, the words it may never send, and who is allowed to be paid for a referral. Pick yours.
The F&I Desk Engine
F&I stip tracking and contracts-in-transit automation for dealerships.
Built for the F&I director or finance director, with the GM and controller in the room.
The Variable Ops Engine
Dealership BDC automation: answer every up in 60 seconds and work every unsold to day 30.
Built for the general manager or dealer principal, with the GSM and BDC manager in the room.
The Loan File Engine
Mortgage broker CRM automation: conditions, milestones and a database that keeps your borrowers.
Built for the broker-owner or branch manager.
The Contract-to-Close Engine
Real estate team CRM setup: speed-to-lead, contract-to-close and a sphere that never goes quiet.
Built for the team lead doing 50 or more sides a year, where the ISA or TC cost is real payroll.
The Roster & File Engine
Real estate brokerage automation for recruiting, retention and file review.
Built for the broker-owner or managing broker of a residential brokerage: the broker of record, whose customers are the agents.
The Parcel-to-Close Engine
Land brokerage automation: landowner follow-up, buy-box matching and PSA deadlines.
Built for the principal broker or team lead of a land brokerage, or the land group inside a commercial firm, sourcing raw, entitled and infill land for multifamily and other developers.
The Expiration-to-Close Engine
Commercial real estate brokerage automation: expirations, requirements and critical dates.
Built for the principal, managing director or team lead of a commercial brokerage, or a leasing or investment-sales team inside a larger firm, representing tenants, landlords, sellers and buyers of office, retail, industrial and multifamily property.
The Unsold Estimate & Season Engine
Estimate follow-up and missed-call automation for HVAC, roofing, plumbing and remodeling contractors.
Built for the owner of a $1M to $15M roofing, HVAC, remodeling, plumbing or electrical company.
The Signed-to-PTO Engine
Solar sales automation from signed contract to PTO.
Built for the owner of a residential solar sales company: a sales dealer selling for installers or EPCs, or an installer with its own setter and closer floor.
The Full-Chair Engine
Patient recall, reactivation and unscheduled-treatment follow-up for dental and med spa practices.
Built for the owner or office manager of a private dental, med spa, chiropractic, physical therapy or dermatology practice.
The Renewal & Retention Engine
Insurance agency automation for x-dates, renewals, pending cancels and account rounding.
Built for the principal of a 2-to-15-person P&C or life and health agency, independent or captive.
The Dispute-Cycle Engine
Credit repair business automation built for CROA, the TSR and a world without SMS.
Built for the owner of a 1-to-20-person credit repair organization.
Launch covers the front door. Growth adds the named engine for your vertical. Full Engine adds the partner program and the operating system.
Launch
$3,500 build + $697/mo
Every lead answered, every call returned
Tracked number, consent-capturing forms, a reply in under 60 seconds, missed-call text-back, booking, a 5-day drip, review requests and weekly reporting.
Growth
$6,500 build + $1,197/mo
Launch plus your Industry Engine
Adds your Industry Engine, onboarding, payment links, long-term nurture, list re-activation, retention, an after-hours assistant and the owner's report.
Full Engine
$9,500 build + $1,697/mo
Growth plus the partner program and the operating system
Adds the partner program (with statements only where the law allows payment), internal alerts, written procedures, priority support and the monthly automation think-tank.
Same prices in every industry. Half the build fee at signature, half on delivery; month to month after 90 days. Each monthly includes a $197 platform license (take it off if you already pay for the platform we build on). Free week-one compliance review for regulated industries. Your accounts and data are yours and export any time. The system we build runs in your accounts, and you keep the right to use it even if you cancel.
Starting points, confirmed in your written quote. Sites are built and hosted on the platform your monthly already covers. We never guarantee rankings or traffic.
| Add-on | What it is |
|---|---|
| Bundle: Online Presence Starter $1,800 | Core site, Local SEO foundation and social profile set-up ($2,200 separately) |
| Bundle: Online Presence Complete $3,200 | Full site, Local SEO foundation, brand kit and social profile set-up ($4,000 separately), first month of Local SEO growth free |
| Website build: core site $1,200 | Up to 6 pages, lead capture and booking wired to the CRM, compliance and disclosure pages, mobile, basic on-page SEO |
| Website build: full site $2,400 | Up to 15 pages: services, locations, team or rep pages, recruiting, blog set-up |
| Website redesign or migration $900 | Existing site rebuilt or moved, with redirects kept |
| Local SEO foundation $750 | Google Business Profile optimization, citations, on-page SEO and schema, Search Console and analytics |
| Google Business Profile set-up $250 | Set-up and optimization, standalone |
| Local SEO growth $350/mo | Two articles a month, weekly Business Profile posts, citation and review monitoring, a rank and traffic report |
| Website care plan $49/mo | Hosting, updates, backups, uptime, compliance-page upkeep, small edits |
Also available: additional pages ($350 per 5), brand kit ($600), social profile set-up ($250), accessibility review and fixes ($450), Google Ads account build ($600). Other one-time add-ons bought with the build are 15% less; monthly add-ons and bundles don't get that discount.
Snap Credit Fix, a California credit repair company, runs on a system I built for them.
Chris Magee, Everborn Productions. The overview of everything the system can do is in What We Can Do For You (PDF), and the general intake packet (PDF) covers any business not listed here.
How the front door works in any industry, and the build it all came from.
Guide
What lead response time is, why it decides who wins the customer, and how the Launch package answers every inquiry in under 60 seconds.
Guide
How a missed call becomes a text within seconds, what the consent rules mean in plain words, and who registers A2P 10DLC.
Case study
The system Snap Credit Fix runs on: a CRM hub, lead response without SMS, email re-activation, a dealer partner program and a weekly report.
Send a short note about what your team does by hand every week. Chris will tell you which package fits, or that none does.
Email [email protected]
Call (916) 541-3415
Chris Magee · Sacramento, CA · serving businesses across the United States