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10 files in All Documents
NameLinked ToTagsSizeUploaded ByDate
Deal Package — Sarah Mitchell.pdf
Deal #D-001
SignedComplete
2.4 MBBrad W.2 days ago
Bill of Sale — James Kowalski.pdf
Deal #D-002
Signed
1.1 MBBrad W.1 week ago
2022 RAV4 — CarFax Report.pdf
2022 Toyota RAV4
CarFax
0.8 MBBrad W.3 days ago
2022 RAV4 — Photos.zip
2022 Toyota RAV4
Photos
18.2 MBBrad W.3 days ago
Financing Approval — Maria Santos.pdf
Deal #D-003
LenderApproved
0.5 MBBrad W.Yesterday
Trade-in Eval — 2018 BMW.pdf
EV-002
In Progress
1.2 MBBrad W.Today
Dealer License 2025.pdf
ComplianceExpires 2026
0.3 MBBrad W.1 month ago
Monthly Sales Report — Jul 2025.xlsx
Report
0.9 MBBrad W.2 weeks ago
2021 F-150 — Inspection Sheet.pdf
2021 Ford F-150
Inspection
0.6 MBBrad W.5 days ago
Worksheet — David Chen.pdf
Deal #D-004
Worksheet
0.4 MBBrad W.4 days ago

Attention Needed

3 critical · 2 warnings

3 Critical
2 Warnings
2018 BMW 3 Series
18 days in Recon — exceeds 14-day threshold
18d
2019 Honda Civic
12 days in Recon — approaching limit
12d
Deal #D-0041 — Financing
Lender submission overdue by 3 days
3d
Evaluation #E-0018
Appraisal pending customer response for 5 days
5d
2020 Chevrolet Silverado
Ready for Sale — 2 days, no price set
2d
Floorplan Curtailment
Payment due in 2 days for 3 units
in 2d

Mentions

3 unread

SK
Sarah K.2h ago
Deal #D-0041 — Worksheet

@Brad can you review the F&I products on this deal before we submit to lender?

MT
Mike T.4h ago
Vehicle: 2018 BMW 3 Series

@Brad this one has been in recon for 18 days — should we escalate to the shop?

LR
Lisa R.Yesterday
Contact: James Whitmore

@Brad customer called back — he wants to move forward. Can you handle the follow-up?

SK
Sarah K.2d ago
Evaluation #E-0018

@Brad the appraisal is ready for your sign-off. Offer is $14,200.

MT
Mike T.3d ago
Deal #D-0039

@Brad lender came back with counter — 7.9% APR. Customer may walk.