Your lenders. Your rates. One screen.
Drop in the dealer rate sheet your lender sent you. Rex reads every product, term and APR so you review it instead of re-keying it. Every monthly payment your customer sees comes from your real plan, never a guess.
Your lenders. Your rates. One screen.
Every lender, every product, every dealer fee, in one place. No more rate-sheet PDFs in a shared folder. No more quoting last quarter's APR.
Provider + Plan Management
Each lender at the top, its plans nested underneath, the dealer fee editable right on the row. Add a new lender in seconds.
PDF Rate Sheet Upload
Drop a lender's dealer rate sheet. Rex pulls out every product, term, APR and dealer fee. You confirm, then save.
Single Source of Truth
Dealer fee percentage lives on the plan row. Comfort Advisor pulls it. Commission engine deducts it. Reporting reads it. No double-entry, no drift.
Real Customer Payment Math
The Comfort Advisor proposal calculates the customer's monthly using the selected plan's actual APR and term — not a generic placeholder.
Commission Engine Integration
The commission engine reads the dealer fee from the selected plan and deducts it from the advisor's commissionable revenue automatically.
Only the plans you offer
You enter the lenders and plans you actually work with. Your sales team sees only those, nothing else and nothing invented.
Per-Tenant Isolation
Your financing plans are yours. Other tenants on the platform never see them. Multi-tenant by design.
Inline Editing
Edit any field on the spot — rate change Tuesday morning, your whole sales team is quoting it Tuesday afternoon.
Provider Reporting
See volume, dealer fees paid, and average ticket by provider and by plan — so you know which financing partner is actually pulling its weight.
How the AI PDF Parse Works
Most CRMs make you re-key every product from a 30-page rate sheet. Here you review a table instead.
Upload
Drop the dealer rate sheet PDF on the provider page.
Parse
Rex reads every product, every APR, every term, every dealer fee.
Review
Structured table appears for you to confirm before saving.
Live
Comfort Advisor immediately quotes the new products.
One Place. Every Provider.
See a rate sheet become a customer quote in a 30-minute demo. No deck, no slides.
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