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Home / Resources / Dealertrack F&I Quick Start Guide

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Dealertrack F&I Quick Start Guide

Learn how to Start, Structure, Finance, and Transact the deal all in one deal jacket with Dealertrack uniFI®.

1 Min Read

Learn how to Start, Structure, Finance, and Transact the deal all in one deal jacket with Dealertrack uniFI®.

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How to set up local Agent
How Solution manager helps you deal with a deal on hold
How Deal Status Queue helps you keep tabs on deals
How to view the detailed status of your deal in real-time
How Customer Checklists help you get more and keep deals moving

Accelerated Title

How to use Accerlerated Title in three simple steps

Digital Contracting

Upload Stips From Your Phone or Tablet
Upload Stips from Your Computer
Use Remote Signing
eSign Any Document with Ready Sign
Create a Spot Contract
Pair Your Device For In-Store Document Signing
Setup Your Contracting Preferences
Access More Lenders With Digital Contracting Choice

Credit Application

Create and Submit Credit Applications
Pull a Credit Bureau
Export Deal Data with DMS
Import Deal Data with DMS
Schedule and Send F&I Reports

Add Aftermarket Products to Your Deals
Void An Aftermarket Contract
Remit An Aftermarket Contract

Access ID Verification
Upload Documents for Long Term Storage
How to Upload Documents From Your Phone or Tablet
How to Pull Out of Wallet Questions