Deals that fall through the cracks cost real money
Every store has a version of the same problem. The deal jacket moves from desk to desk, someone assumes the next person checked something, and the gap doesn't surface until the bank calls or the deal comes back. At that point you are either re-working a funded deal or eating a charge-back. The problem isn't the people. It's that nobody built a gate that stopped the next step until the last one was done.
A checklist that gates each stage until the prior one is done
Voltra's checklist module is a stage-gated workflow, not a to-do list. Your team starts a checklist for a deal, then works it stage by stage. Downstream stages are locked until the upstream stage is submitted. That means nobody can skip ahead, and nobody hands off a stage they haven't actually completed.
Each stage is claimed by the person working it. They answer each item: yes, no, or n/a, with a note if needed. When they submit the stage, the next stage opens for the next person. If something needs to be corrected, they can reopen the stage and amend it. Voltra is the system of record for every step of that workflow.
Manager Turnover sign-off, built into the workflow
Manager Turnover is a real step in the deal process, and it needs a real record. In Voltra, the manager performs the MTO sign-off directly inside the checklist. The action is timestamped and attributed to that manager. It sits in the deal's permanent history, visible to anyone with access to that deal.
No more paper forms that go missing. No more trying to remember who signed off on which deal three weeks ago. The MTO record is there when the bank asks.
Flag what is missing, track it to resolution
People catch problems at different stages. An F&I person might notice a sales-side item was answered incorrectly. In Voltra, they flag it: select the upstream item, attach a reason, and submit. The flag surfaces immediately to whoever owns that stage. They correct the item and resolve the flag. The full history of who flagged what, when, and why stays on the deal.
The deal cannot go forward until the flag is resolved
Flagging an upstream item doesn't just send a note. It holds the downstream work. The workflow doesn't proceed until the flag is cleared and the stage is re-submitted. That enforcement is what keeps deals from funding with gaps.
Every action on every deal, attributed and timestamped
You shouldn't have to ask around to find out where a deal got stuck. Open any deal in Voltra and you see the full history in order:
- Who claimed each stage and when
- Who answered each item, what they answered, and any notes they left
- Who submitted the stage and when
- Who flagged an item, the reason, and when it was resolved
- Who performed the MTO sign-off
- Whether the checklist was marked failed, and by whom
If a deal ever gets questioned, the record is there. If you need to tighten your process, you can see exactly where deals slow down across the floor.
Every role, every stage, scoped to what they own
Sales handles the front-end stages. F&I works their items. Billing and accounting see what has cleared their stages. Managers do the MTO sign-off. Each person sees what belongs to them, and the overall checklist is visible to anyone who needs the big picture.
Sits on top of your DMS. Never writes back.
Voltra is additive. It reads deal data from the systems you already run and never writes back to your DMS. The checklist workflow lives entirely inside Voltra. Your DMS stays your system of record for the deal itself; Voltra is the system of record for the checklist that makes sure every deal is complete.
Once a deal clears its checklist and funds, the next step is tracking the money: see Cash-in-Transit for how Voltra manages the funding lifecycle after the deal closes. For more on how Voltra connects to your existing systems, see multi-source integration. For the full picture of what your team can run in Voltra, start at all features.