Lender Required Documents
Look for the red asterisks to know which documents your lender* requires at a glance.
Find lender required documents on the Funding Package page:
- Ensures that all documents needed by the lender are submitted to more efficiently fund your deal.
- Documents marked with a red asterisk are required and must be included before you can submit the funding package.
- You can use Local File Upload to add required documents to the funding package.
*Not available for all lenders. Subject to lender participation.
This enhancement applies to Digital Contracting subscribers.
Check out more enhancements
09/05/2024
Access the Largest Automotive Digital Contracting Lender Network
Submit contracts digitally today to 400+ eContracting lenders and speed funding on more deals.
02/15/2024
Automate Your F&I Reporting
Schedule and send your F&I reports directly to your email
01/30/2024
New! Synthetic ID Fraud Alert is here
Add an additional layer of security for fraud detection to your deals with Dealertrack Compliance.
01/24/2024
2024 Dealertrack Compliance Guide
Download your free copy for the latest compliance insights, best practices and more.
08/07/2023
Scan QR Code, Click and Upload
Capture deal docs with your tablet or smart phone camera and add them directly to the deal jacket
07/19/2023
New, enhanced signing coming soon to your dealership
A more streamlined signing experience to meet the needs of each signer on every deal
05/09/2023
Get 24/7 Support at the new F&I Help Center
Access support and find the answers to your F&I questions whenever you need them.
02/06/2023
Introducing Enhanced Compliance Storage
Upload all deal documents for long term storage and keep them audit ready with easy, on-demand access.
09/30/2022
Faster, Easier Credit Applications with Dealertrack F&I and DMS
New two-way integration between Dealertrack DMS and Dealertrack F&I automatically syncs credit application data
09/14/2022
Digital Assignment Agreements
Now we will automatically add the Assignment Agreement to your digital funding package.
09/07/2022
Pre-set your default values and save time on every deal
Automatically set Charge Type and Paid to for taxes, fees, and aftermarket products.
08/25/2022
Switch Back to Digital
Easily revert paper contracts back to digital with one click.
08/03/2022
75% more fields mapped to Dealertrack DMS
Enhanced credit application export functionality now available between Dealertrack F&I and Dealertrack DMS.
06/06/2022
Never Miss a Lender Comment Notification
Find and view your lender comments with easier access and fewer clicks.
05/16/2022
Take Action on "Action Required" Deals
Highlighted deals on the Contract Status page let you know which deals need your attention.
03/16/2022
Re-verify Deals with One Click
Use the new Re-verify Contract button to easily re-submit deals after verification status has expired.
03/07/2022
Enhanced Remote Signing Offers More Signing Flexibility
Select "Sign Remotely" to initiate a Remote Signing session on any device, including mobile phones:
02/14/2022
Create a Digital Contract with Fewer Clicks
Introducing a new user interface where we’ve combined multiple screens into one to give you a better experience with less keystrokes.
12/09/2021
Digital Contracting Finance Page
It’s now easier to fix any potential calculation errors.
12/07/2021
Faster access to ID verification
Validate customer identities for cash or business deals more quickly without going through the Credit Bureau or Credit Application screens.
