Your path to a complete F&I Workflow
FROM CREDIT TO COMPLIANCE, CONTRACTING AND SIGNING.
Click on diagram below to learn about the Dealertrack F&I Workflow.
Credit APP & Bureau
Streamline your financing process.
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.
Digital Contracting
Upload and eSign any document and send complete, accurate funding packages to more lenders.
F&I Reporting
Get an easy snapshot of your F&I business in real-time to help you monetize missed opportunities with SEcureMetrics F&I Reporting – powered by StoneEagle.
DMS & CRM Integrations
Boost workflow efficiency.
Seamlessly move deals from your CRM and DMS to reduce data re-entry, increase efficiency, and keep deals moving quicker.
Compliance
ID verification is integrated throughout the deal.
Verify customer identity using integrated checkpoints that help you comply with Red Flags and OFAC rules.
Compliance
Deal checklist helps you along the way.
Once you start a deal in Dealertrack, the compliance checklist is there to help you from start to finish.
Compliance
Notifications keep you on track.
Proactive alerts help you stay compliant with disclosure requirements including Adverse Action Notices.
Compliance
Tools help you stay audit ready.
Safeguard your dealership with a centralized dashboard, enterprise reporting tools, and long-term document storage.
F&I Skill Builder Series
GET STARTED IMPROVING YOUR F&I WORKFLOW
Talk to your rep about how you can power your F&I workflow
from credit to compliance, contracting and signing.
