The Manufactured Home Dealer Software Demo Checklist
Most software demos show you screens. This checklist makes every vendor show you a real home sale, from the factory feed to the delivered home, and scores them side by side. Bring it to every demo you book, including ours.
The five-workflow test
Ask every vendor to run these five workflows live, with your data if possible. If they can't, that tells you something.
1
Factory model to website
A new model is released. Show it on the dealer website with photos, description and a virtual tour, without anyone re-typing it.
2
9pm lead to morning follow-up
A lead arrives overnight. Show where it routes, what goes out automatically, and what the rep sees at 8am.
3
Quote to signed deal
Build two payment scenarios, send the buyer a branded summary, and get the agreement signed by text.
4
Sold deal to delivered home
Show the install project that gets created, what the buyer sees in their portal, and what the set crew sees in theirs.
5
Month end, every rooftop
Commissions calculated and approved, the books closed, and one report across all locations.
Get the full printable checklist
Sixty questions across ten areas, with a scoring column for up to three vendors. Print it or save it as a PDF and bring it to every demo.
Factory inventory and website
Marketing, lead intake and nurture
Deal Desk and agreements
Project management and portals
Automation, accounting, service
Multi-rooftop and commercial terms
Thanks. Your checklist is below. Score vendors as you go, then print it or email yourself a copy.
Name up to three vendors, then score each question during the demo: 2 = shown live, 1 = described but not shown, 0 = not available. Totals add up automatically, and your scores are saved in this browser until you print.
Factory inventory and website
QuestionABC
Which manufacturers feed inventory automatically (Champion, Clayton, Kabco, others)?
Do feeds include full image galleries, descriptions and specs?
Are virtual tours such as Matterport included?
Does new factory inventory appear on the website without re-typing?
Is a custom dealer website included, fed live from inventory?
Can inventory be assigned to and transferred between locations?
Marketing suite
QuestionABC
Are email and SMS campaigns built into the platform?
Is social media management included?
Can we publish landing pages without a web vendor?
Can reps send a branded, home-specific brochure in under a minute?
Do we know when a buyer opens that brochure again?
Are listings syndicated to marketplaces from the same inventory record?
Lead intake and nurture automation
QuestionABC
Do leads from every source land in one place?
Are leads routed automatically to a rep at the right location?
Does a first response go out automatically, even at 9pm?
Do nurture sequences run for weeks without a rep remembering?
Is every email and text kept on the customer record?
Can managers see follow-up activity by rep and location?
Deal Desk and agreements
QuestionABC
Can a rep build multiple payment scenarios in minutes?
Can the buyer receive a branded summary of those scenarios?
Do agreements pull directly from the deal, with no re-typing?
Can agreements be signed by text or email?
Are finance applications attached to the deal?
Are trade-ins and deposits recorded on the same deal?
Project management and delivery
QuestionABC
Is an install project created automatically when a deal is sold?
Does each project have tasks, milestones, timelines and documents?
Can we use the same project template at every location?
Are stalled steps flagged automatically?
Can we see every home in progress across all locations in one view?
Is the delivery history available if a lender or factory asks?
Buyer and contractor portals
QuestionABC
Does each buyer get a branded portal for their home?
Can buyers see progress without calling?
Can buyers view and sign documents and see invoices in the portal?
Can buyers request service after move-in from the portal?
Do contractors and vendors get their own portal with assignments?
Can contractors upload paperwork without email or text?
Workflow automation and AI
QuestionABC
Can we build automations ourselves, without code?
Can automations trigger on deal, project and service events?
Are reminders and escalations automatic?
Is there an AI assistant that drafts follow-ups and summarizes deals?
Can automations differ by location?
Is there an open API with webhooks for our other tools?
Accounting and commissions
QuestionABC
Is there a native general ledger, a QuickBooks sync, or both?
Do deals and purchase orders post to the books automatically?
Are AP, AR, check printing and 1099s included?
Are commissions calculated automatically, including splits and spiffs?
Do commissions route for approval with an audit trail?
Can we see profit by deal and by location?
Service and warranty
QuestionABC
Can a buyer service request become a warranty claim?
Are claims submitted and tracked with the manufacturer?
Is money owed by manufacturers visible and aged?
Are service work orders included?
Are claim approvals and denials tracked?
Can service history be seen on the customer record?
Multi-rooftop and commercial terms
QuestionABC
Can users have different permissions at different locations?
Can one location be blocked from seeing another location’s margin?
What does each additional user cost?
What does each additional location cost?
Who performs data migration, and what does it include?
Can we export all of our data ourselves, at any time?
Total score (out of 120)000
Run the checklist on us first.
We will walk all five workflows live in one call, then you can take the same checklist to anyone else.