F&I Aftermarket

HOW TO ADD AFTERMARKET PRODUCTS TO YOUR DEALS

A streamlined workflow lets you add stand-alone F&I products and obtain accurate aftermarket quotes directly from your customer’s deal jacket:

Access real-time accurate rates from your connected providers

Easily CREATE, REMIT or VOID aftermarket contracts

Generate aftermarket forms to print, download or eSign in-store or remote*

Access the industry’s largest standalone F&I aftermarket provider network.
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Aftermarket provider integration is provided at no cost.
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ACTIVATE THE NEW AFTERMARKET WORKFLOW TODAY.
Get started with the new Aftermarket workflow or request an Aftermarket provider on Dealertrack

HOW TO CREATE AN AFTERMARKET QUOTE:

1

SELECT

Select Aftermarket in the customer’s deal jacket. The fields will pre-fill with the credit application information for a faster process. Click on Edit under Financial Information. ​

​Please Note: You can also start a stand-alone aftermarket​ quote from Create in the top navigation bar and select​ Aftermarket Quote from the drop-down.

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2

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CUSTOMIZE

A screen will open with the Aftermarket tabs. Use the drop-down list to expand and answer the Required Provider Questions. Click on Get Rates to display the provider rates.​

3

APPLY

Select available options from the drop-down menu to determine Coverage, Terms/Miles, Cost and more. Use the check box to select products the consumer approves for purchase, confirm selling price and click Apply.

Please Note: You have the option to mark up the cost manually or set it up as a default in Dealer Settings.

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4

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CONTRACT

Click Print Contract to generate your contracts.

5

SUBMIT

Complete all mandatory data fields that have an asterisk. Confirm products, amount financed and monthly payment before you select Submit. The contract will display as a PDF and be available to print, download or eSign.

Please note: To locate these contracts, click on the Documents tab on the left-hand navigation of your deal jacket.

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TIPS:
» Save time and pre-set minimum and maximum mark up as a default in Dealer Settings.
» If you have Digital Contracting, complete Aftermarket Contracts beforehand, so that you can send all documents together for signing and funding.
If you have Digital Contracting, the contracts will be​ automatically added to your funding package so they are ready to be eSigned, in-store or remote. Don’t have Digital Contracting? Schedule a demo »

DIGITAL CONTRACTING ON DEALERTRACK UNIFI® WITH ASSISTED REMOTE SIGNING

Please complete the form below to connect with your F&I specialist.

TRAINING AND RESOURCES

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