Power your workflow efficiency

Click on the diagram below to learn about the Dealertrack F&I Workflow.

Dealertrack F&I

Power workflow efficiency with new and enhanced capabilities.

Start, structure, finance, transact and analyze your deals in one online deal jacket through our rich partner integrations and enhanced capabilities – with integrated compliance checkpoints throughout.


Click on the diagram to learn about the Dealertrack F&I Workflow.

CRM Integration

Easily start deals by integrating Dealertrack F&I with your CRM.

Seamless workflow

Drive deal efficiency by mapping to your process and reducing data re-entry when you start your deals online or in-store.

DMS Integration

Seamlessly connect your DMS provider and Dealertrack F&I.

Streamlined workflow

Create a seamless process with less manual data entry and smoother integration for both your retail and lease deals.

Credit Bureau

Pull credit bureaus on Dealertrack.com and pre-fill most of the fields required on credit applications.

Credit Application

Same-day approvals from the industry’s largest lender network.

Immediate Credit Decisions

Build and submit credit applications and receive decisions from 1,600+ financing sources.

Menu Selling

Did you hear the news? Click here to read the Press Release.

We have a NEW partnership with Darwin Automotive, the industry’s leading Menu provider. Learn how you can maximize your F&I profit opportunity on every deal.

Digital Contracting

Submit accurate contracts for funding as fast as same day to a growing list of lenders.

CONTRACT SMARTER

Get funded faster with unique Digital Contracting capabilities:

  • Built-in verifications catches mistakes as you enter data
  • Live funding checklist keeps you up-to-date with lender requirements
  • Point-of-sale capture allows you to upload high quality images from your tablet
  • Local file upload lets you drag and drop documents and files from your computer

F&I Insights Reporting

Get deeper F&I insights to help increased profit opportunities.

Rich Reporting Tools

Get actionable business insights to help improve dealership performance with SEcureMetrics F&I Reporting – Powered by StoneEagle.

Compliance

Protect your dealership from the risk of fraud, fines and audits.

DEAL COMPLIANCE AT EACH STEP

Create a secure, consistent process with Dealertrack Compliance featuring integrated checkpoints and proactive alerts to help keep your deal on track from leads to contracts.

Online Deal Jacket

One paperless deal from leads to contracts.

Drive Workflow Efficiency

Dealertrack F&I provides you with an integrated end-to-end workflow to help save you time on every deal and help increase your profit opportunities.

1. Start

Map to your process with DMS and CRM integrations, reducing data re-entry to drive deal efficiency.

2. Structure

Build a more profitable deal quicker with unique, enhanced tools.

3. Finance

Submit credit applications to the largest network of lenders in the industry.

4. Transact

Submit accurate contracts digitally to your lender for funding as fast as same day.

5. Analyze

Get actionable business insights with easy-to-use reporting tools that help drive F&I profit opportunities.

Dealertrack F&I

Power workflow efficiency with new and enhanced capabilities.

Start, structure, finance, transact and analyze your deals in one online deal jacket through our rich partner integrations and enhanced capabilities – with integrated compliance checkpoints throughout.

COX Automotive