Most salespeople who desk their own deals are doing it the hard way. They check a rate bulletin in one tab, pull residuals from somewhere else, manually calculate adjusted cap cost, and then type numbers into a deal sheet that has been passed around the desk since 2019. Brokers have it worse, often rebuilding the same deal multiple times because nothing carries over between clients.
Drive Match Desking is a purpose-built deal structuring tool for individual salespeople and independent brokers. It handles the full workflow from VIN lookup to exportable customer quotes and dealer worksheets, with real lease and finance program logic baked in.
How Drive Match Desking Works
The workflow runs in three steps.
You enter a VIN and the tool resolves the year, make, model, trim, and MSRP instantly. If you do not have a VIN, you can build the deal manually by entering the vehicle specs directly. Either path gets you to the same place.
From there, Desking matches lease and finance programs to your deal structure automatically. You can see which programs applied and override anything that does not match your situation. The program selection is transparent, not a black box, so you know exactly what is driving the numbers.
When the structure is right, you export. Customer-facing quotes and finance-ready dealer worksheets come out as clean PDFs in one click. No reformatting, no copying numbers into another template.
What the Tool Actually Handles
The deals that eat the most time are the ones with moving parts. Drive Match Desking was built around that reality.
MSD, one-pay, demo and loaner, shipping costs, and trade equity are all supported in a single deal flow. You are not patching multiple tools together to account for a multiple security deposit scenario or a demo car with adjusted residual. It is all in one place.
Rebates and incentives apply as part of the deal structure with a full breakdown visible on the worksheet, so what the client sees matches what you built. Cap cost add-ons, money factor markup, and doc fee defaults are configurable per user so your standard deal assumptions do not have to be re-entered from scratch on every deal.
Deals save automatically and you can save as many as you want. Staleness indicators flag any saved deal when its program data may have changed since you last worked on it, so you are not presenting a client with numbers that aged out when programs rolled over.
Subscription Plans
Desking has four plans, split between dealership sales and broker roles. All plans include unlimited VIN lookups, unlimited saved deals, and unlimited PDF exports.
All Makes
Full access across every brand. No make restrictions. Priced at $199 per month for the first six months, then $249 per month. Best fit for sales managers who handle multiple brands, or anyone who needs flexibility across the full market.
Three Makes
You select up to three brands when you subscribe and get the complete deal workflow for those makes. Priced at $149 per month for the first six months, then $199 per month. A natural fit for salespeople who primarily work with a few specific manufacturers.
Single Make
One brand, full desking functionality. Priced at $119 per month for the first six months, then $169 per month. Built for brand specialists at franchise stores who never need to go outside their line.
Broker Plan
All makes, plus the broker-specific feature set. Priced at $199 per month for the first six months, then $249 per month. If you are operating as an independent broker, this is the plan. More on the broker features below.
Built for Dealership Sales Professionals
For salespeople at franchised or independent stores, Desking replaces the back-and-forth of assembling a deal across multiple sources. You set up your dealership once for program lookup, and from there every deal you build pulls the right regional program data without you having to verify which ZIP code or rate to reference.
The dealer worksheet output is finance-office ready. Customer quote PDFs are clean enough to hand to a client directly. Both come from the same deal in one export step, so the numbers on the worksheet and the numbers on the customer quote are the same numbers, not two versions that drifted apart somewhere in the process.
For stores with multiple reps, every person using Desking is working from the same program logic and the same output format. Consistency across deals and across the team comes from the structure of the tool, not from hoping everyone follows the same manual process.
Built for Independent Brokers
Brokers work across multiple dealers, and each dealer relationship carries its own context. A different ZIP code changes which regional programs apply. Different doc fees change the deal math. Your broker fee needs to appear on the deal in whatever format the client or the dealer expects.
Drive Match Desking handles this through dealer profiles. You create a profile for each dealer you work with, storing their ZIP code, doc fee, and how your broker fee gets applied. When you open a new deal, you select the relevant dealer profile and the deal pulls in the right context automatically. You are not re-entering the same information every time or keeping notes outside the tool.
Broker Fee Modes
Desking supports three ways to handle your fee, matching the arrangements that actually exist in the market.
Bird Dog: the dealer pays your fee directly. It does not appear as a line item on the client-facing PDF.
Embedded: your fee rolls into the payment. The client pays it through the monthly, and the quote reflects the payment with the fee already included.
Separate: the client pays your fee directly. It appears as its own line item on the proposal or gets added to the due-at-signing total depending on your template preference.
Client-Ready PDF Proposals
Broker quotes export as PDFs that can go straight to a client. The document shows the deal structure clearly, and you control what level of detail appears. You can choose to show or hide money factor and residual values, markup amounts, program names, incentive breakdowns, fee breakdowns, dealer identity, and the VIN, depending on how much transparency you want the client to have.
Proposals come in two layouts. A single-option layout presents one deal structure. A three-scenario layout puts three term or mileage structures on one document, which is useful when you want to show a client their options at once without generating three separate PDFs.
Drive Match Pro Included
Every Desking plan includes full Drive Match Pro access at no extra charge. That covers the payment grid with real-time lease rates, the full incentive program library, safety ratings and recall data, Section 179 eligibility, vehicle comparison tools, fee and tax breakdowns in supported states, and priority support with 1-on-1 expert call booking.
If you want to use Drive Match for your own vehicle shopping while you are using it to desk client deals, the Pro features are already there.
Affiliate Program
Active Desking subscribers can join the affiliate program and earn recurring commission on new subscribers they refer. You choose a unique referral code, share it, and earn on each payment from referred subscribers for as long as they stay active. Commission pays out through Stripe Connect Express directly to your connected bank account.
Dealership Memberships
If you are a dealership owner with a Standard or Premium Drive Match dealer membership, Desking is already included. You do not need a separate Desking subscription on top of your dealer plan.
To see current plan pricing or get started, visit drivematch.com/desking/
