F&I Workflow
From credit to aftermarket sales to contracting and signing, a comprehensive and compliant F&I workflow with DMS and CRM integrations helps your dealership handle each step of the deal efficiently and seamlessly.
See how the Dealertrack F&I workflow takes your deals from leads to contracts.
Whether a customer starts a deal online or walks in, your dealership needs an F&I workflow that helps you close deals more efficiently.
- Work the entire deal in one digital deal jacket
- Compliance defense extending the length of the deal
- Reduce data re-entry with pre-filled fields
- Build complete digital funding packages including aftermarket
- Submit contracts digitally to lenders for funding as fast as the same day
- Securely store deal information to remain audit ready
How it works
F&I Workflow
Powered by integrations with CRM and DMS providers and lenders.
In-Store
Compliance
Online
Verify & Finance
Compliance Checkpoint
From the time you start a deal in Dealertrack, the compliance checklist is there to help you at every step.
Easily pull credit reports, submit credit applications to the largest lender network, and receive instant credit decisions.
Compliance Checkpoint
Verify customer identity throughout the deal with integrated checkpoints that help you comply with Red Flags and OFAC rules.
Connect with Darwin for an industry-leading menu and build complete digital funding packages.
Compliance Checkpoint
Proactive alerts and notifications help you stay compliant with disclosure requirements including Risk Based Pricing Notices.
Transact & Sign
Send complete, accurate funding packages to more lenders for faster funding.
Compliance Checkpoint
Complete deal requirements by managing and printing Adverse Action Notices as needed.
Upload and securely eSign any document, in-store or remotely.
Compliance Checkpoint
Stay audit ready with a centralized dashboard, enterprise reporting tools, and long-term document storage.
Explore Our F&I Workflow Solutions
See the steps that make up a complete and compliant F&I workflow from credit to contracting and signing.
F&I Workflow
Credit App & Bureau
Easily pull credit reports, submit credit applications to the largest lender network and receive credit decisions instantly.
Menu
Save time with a two-way connection to Darwin Menu that lets you include the aftermarket menu and contracts in your funding package.
Aftermarket
Build product sales into your deals with access to the industry’s largest standalone aftermarket provider network.
Digital Contracting & Signing
Upload and eSign any document and send complete, accurate funding packages to more lenders for fast funding.
Compliance
Deal checklist, notifications, ID verification and long-term storage help keep you compliant from start to finish.
”
Bridgewater Chevrolet
I can now truly give our customers what they have been asking for – less time at the dealership doing paperwork. Getting them in and out – whether virtually or in-person – in no time with a simple, easy, streamlined experience is giving our customers that ‘wow factor,’ which to me is priceless.
Christopher Klein
Finance Manager
Success with Dealertrack Solutions
0
%
of DMS fields pre-filled from the credit application to cut down re-keying
When using Dealertrack DMS with Dealertrack F&I Digital Contracting
0
Min.
saved reviewing and signing final documents/contracts digitally
2021 Cox Automotive Car Buyer Journey Research
$
0
/month
average savings on shipping costs with digital contracting vs. paper
Cox Dealer Online Community
”
Tim Short Auto Mall Chevrolet, KY
I can now truly give our customers what they have been asking for – less time at the dealership doing paperwork. Getting them in and out – whether virtually or in-person – in no time with a simple, easy, streamlined experience is giving our customers that ‘wow factor,’ which to me is priceless.
Will Pollard
Finance Manager
How does it work for our clients?
0
%
Per month saved by using Digital Contracting
*2021 Cox Automotive Car Buyer Journey Study
0
Min.
Faster process when using Digital Contracting
*2021 Cox Automotive Car Buyer Journey Study
$
0
Per month average savings on shipping costs with digital contracting vs. paper
*2021 Cox Automotive Car Buyer Journey Study
Powered By Cox Automotive
Enable fast, accurate and compliant transactions with Cox Automotive’s one connected deal. Dealertrack solutions are vital for creating a connected operation that enables you to complete any deal for any customer.
Contact us
Get Started with Dealertrack F&I
We know you may want to see a demo. Choose your preferred demo experience below:
Take a Guided Demo
Experience an immersive demo of the Dealertrack F&I platform. Don’t worry – you can connect with your rep at any time!
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Connect with your account rep
Set up time for a live demo of the Dealertrack F&I platform with your account representative.
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