For Sales Reps & Desk Managers

Stop Hunting for Data.
Copilot Brings It to You.

AVA™ Copilot surfaces credit, trade, and ID verification data directly inside your desking and F&I software. No portal logins. No context switching. Just the right data, for the right person, at the right time.

Download Free for Chrome See How It Works
AVA™ Copilot - Browser extension side panel
See It In Action

Watch Copilot in action

See how Copilot automatically surfaces credit, trade, and ID data inside your desking software - without a single portal login.

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The Problem

Critical customer data isn't where your desk and F&I managers need it

A customer walks in. Your sales rep got their credit and ID through AVA™ days ago — but the desk manager is in their desking tool and has no idea. They run credit again, guess the trade payoff, and ask for the ID the customer already showed.

Without Copilot
  • Credit is in AVA™ but the desk runs a second check anyway.
  • Trade payoffs are guessed. Deals fall apart when the real numbers come back.
  • Customers get asked for ID again. They already did this.
  • Managers won't stop mid-deal to log into another tool. The data goes wasted.

With Copilot, the moment your desk manager types the customer name in their desking tool, that customer's full AVA™ profile appears in a side panel — credit score, trade value, payoff amount, ID status. No login. No tab switching. It's just there.

With Copilot
  • Credit data shows up on its own. No second check needed.
  • Real payoff amounts prevent deals from falling apart at the desk.
  • ID check is visible. Lender-ready report is one click away.
  • No tab switching. The data comes to your team, not the other way around.
Download Free for Chrome
Product Details

How Copilot works

Automatic Customer Matching

Type a Name. Get Their Full Profile. Instantly.

Copilot monitors your active browser tab. The moment you enter a customer name or email in your CRM or Desking tools, it queries AVA™ and surfaces a matching profile in the side panel - no search, no login, no interruption.

What This Means

Your desk and F&I managers never need to remember to check AVA™. Customer data appears automatically the moment they’re working a deal - no extra steps, no extra logins.

AVA™ Copilot - Automatic Customer Matching
Soft-Pull Credit Intelligence

The Credit Data Already Exists. Now Your Desk Can See It.

When a customer completes AVA™ Credit - online, via quick link, or through VeriDrive in-store - their Equifax soft-pull data is already captured. Copilot surfaces it at the desk so managers don’t waste $10-15 on a redundant hard pull.

What This Means

One soft pull serves the entire deal cycle - from greeting to financing. No duplicate credit pulls, no customer credit score damage, no wasted money.

AVA™ Copilot - Soft-Pull Credit Intelligence
Trade Equity & Lien Details

Verified Payoffs. Not Guesses. No More Deal Collapse.

Deals collapse between desk and F&I because trade payoffs were estimated. Copilot surfaces verified lien holder, balance owing, negative equity, and Canadian Black Book values - so your desk structures deals that actually hold.

What This Means

Know the negative equity amount before presenting payment options. Frame financing around the customer’s current payment. No "we need to restructure" conversations.

AVA™ Copilot - Trade Equity and Lien Details
ID Verification & Fraud Prevention

Know the Customer Is Verified Before You Invest Time in the Deal.

Copilot shows ID verification status from VeriDrive - government ID check, biometric match, and fraud risk indicators. F&I managers can download lender-ready IDV reports in one click instead of spending 10+ minutes on manual documentation.

What This Means

Stop re-asking customers for ID. Eliminate lender kickbacks from inadequate documentation. One-click compliance reports that satisfy every major lender.

AVA™ Copilot - ID Verification and Fraud Prevention
Zero Context Switching

Stay in your CRM or Desking tools. Copilot Comes to You.

Traditional software asks staff to change behavior: "Log into our portal more often." Copilot takes the opposite approach. Keep doing what you’re already doing - we bring the data to you. Structure deals, review submissions, close customers - all while AVA™ intelligence is one glance away.

What This Means

Never lose your place. Never forget a password. Never wonder "did we check AVA™?" The answer is always yes - because Copilot checked automatically.

AVA™ Copilot - Zero Context Switching
Platform Features

Copilot features

Works Where You Work
Supports CRM and Desking tools out of the box. DMS integrations coming soon. No new software to learn.
Auto Customer Detection
Type a customer name in your workflow tool. Copilot matches them to their AVA™ profile instantly - phone, email, or full name.
Full Credit Profile
Equifax soft-pull data at a glance. Credit score, trade lines, payment history - without pulling credit again.
Trade & Lien Data
Verified lien holder, balance owing, negative equity, and CBB values. Structure deals with real numbers, not guesses.
ID Verification Status
See VeriDrive verification status. Download lender-ready IDV reports in one click. Fraud indicators flagged automatically.
Instant Side Panel
Customer data loads in under 2 seconds. No waiting, no spinning wheels. One glance and you have everything you need to close.
Customer Stories

Desk and F&I managers love having data where they work

There's no comparable tool in the industry. Our contact, booking, and closing ratios have never been higher.

Kerry Irven
General Manager

Knowing a customer's loan details in advance streamlines the sales process and leads to better conversion rates.

Nick Chopra
Head Finance Manager

Preparation is everything, and AVA™ delivers the critical information needed to be ready for every customer.

Austin Beyak
Sales & Finance Manager

It gives us a great snapshot of the client and what makes sense for them versus what they're looking for.

Chris Legge
Sales Manager

A perfect 10 out of 10. A wonderful tool that continues improving our performance and profitability.

Ian Su
Managing Partner

We generated more credit-qualified leads in the first month than we did in 5 years combined.

Santi Rios
Primo RV Centre
View all customer stories
Workflow Calculator

How Much Is Context Switching Costing You?

Calculate the hidden cost of desk and F&I managers hunting for customer data across disconnected systems - and see how Copilot eliminates it.

20300
$8$20
$25$80
Unnecessary Hard Pulls
28
Soft-pull data already existed
Wasted Cost
Hours Lost to Context Switching
40
Logging in, searching, switching tabs
Lost Productivity
Deals Delayed or Lost
6
From payoff surprises & missing data
Revenue Risk
Monthly Workflow Cost
$2,136
Hard pulls + lost productivity
Annual Impact
$25,632
Total yearly workflow inefficiency
With AVA™ Copilot -Zero Context Switching
Hard Pulls Eliminated
25
Monthly savings
Hours Recovered
36 hrs
Back to closing deals
Annual Savings
$23,069
Workflow optimization

Eliminate Context Switching

See how Copilot delivers AVA™ data directly into your desk and F&I workflow.

Download Free for Chrome
FAQ

Got questions? We have answers.

Find answers to common questions about AVA™ Copilot

How does Copilot work?
Copilot is a Chrome browser extension. Once installed and logged in with your AVA™ credentials, it monitors your active tab for supported desking and F&I software. When it detects a customer name or email, it automatically queries AVA™ and displays the matching profile in a side panel - no separate login required.
What software does Copilot support?
Copilot currently supports CRM and Desking tools. DMS-embedded desking and F&I platform support is on the roadmap for Phase 2.
Does Copilot replace the AVA™ Portal?
No -Copilot complements the portal. It surfaces the most critical customer data (credit, trade, ID, MatchBook) directly in your workflow so desk and F&I managers don't need to switch to the portal during deal structuring. The full portal remains available for deeper analysis and admin tasks.
How does customer matching work?
Copilot uses exact match on phone number or email for highest accuracy, and high-confidence matching on full name. When a match is found, the customer's complete AVA™ profile - credit, trade, ID status, and notes - appears in under 2 seconds.
Do I need AVA™ Credit or VeriDrive to use Copilot?
Copilot surfaces whatever AVA™ data exists for a customer. The more AVA™ tools your dealership uses (Credit, VeriDrive, MatchBook), the richer the data Copilot can display. It works with any combination of AVA™ products.
Right data. Right person. Right time.

See Copilot in action

Book a demo and see how Copilot delivers credit, trade, and ID data directly into your desk and F&I workflow - without a single portal login.

Download Free for Chrome