DealSort watches your scanner, reads every document, and files it exactly where it belongs — automatically. No clicks, no renaming, no lost paperwork.
Set up takes five minutes. After that, drop any deal document in your Deals folder and watch it file itself.
Set your scanner to your Deals folder — the same way you always have. DealSort watches for anything new.
DealSort extracts the text and identifies the document type — credit app, insurance agreement, RISC, service contract, and 15+ more.
The document is renamed, organized into the correct deal folder and category, and filed. Your deal jacket builds itself.
Low-confidence documents go into a review queue. You confirm or correct with one click — DealSort learns from every correction.
Most dealership software stores your customer documents in the cloud. DealSort doesn't. Every document stays on your machine — we only read text to classify, never store files.
PDFs are filed on your computer, in your folders. DealSort never uploads, stores, or transmits your deal documents anywhere.
To classify a document, DealSort extracts its text and sends that — briefly — to our AI for identification. The file itself never moves.
Designed for dealerships operating under GLBA Safeguards Rule requirements. No cloud storage means a dramatically smaller compliance surface.
Not built for generic document management. Built for deal jackets, co-signers, lender docs, and the chaos of a busy F&I office.
Scan multiple documents back-to-back and DealSort automatically groups them into the same deal — even with different last names on co-signed deals.
A service contract goes to Bank Docs, Customer Copies, and Backend Protections simultaneously. Configure once, file everywhere automatically.
Review flagged documents without leaving DealSort. See the PDF and Claude's classification side by side, then confirm or correct with one click.
Define your own categories — DMV Docs, Backend Protections, whatever fits your store. Add your own document types for state-specific forms.
Searchable PDFs file instantly. Image-based scans run through built-in OCR automatically. No scanner configuration required.
DealSort runs quietly in your system tray. Get a toast notification when a deal is filed or when something needs your attention.
No per-document fees. No surprise overages. One flat monthly rate per dealership rooftop.
Save 2 months with annual billing · Enterprise pricing tailored to your group
Download DealSort and run your first deal through it in under 10 minutes.