Pre-set your default values and save time on every deal

Automatically set Charge Type and Paid to for taxes, fees, and aftermarket products.

Reduce manual data entry and set Finance Defaults for your Contracting Preferences:

  • Paid to will appear for taxes and fees in all states.
  • Charge Type can be set if the state leverages this field for taxes, fees and aftermarket products.
  • Default data can be edited for individual deals from the Finance page.

Your dealership’s system admin or dealer information officer (DIO) can set and modify these preferences as needed.

*This enhancement applies to Digital Contracting subscribers.
Share this page with your DIO so they can set these preferences.

Check out more enhancements

Scan QR Code, Click and Upload
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75% more fields mapped to Dealertrack DMS
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Look for the red asterisks to know which documents your lender* requires at a glance.
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Find and view your lender comments with easier access and fewer clicks.
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Select "Sign Remotely" to initiate a Remote Signing session on any device, including mobile phones:
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Digital Contracting Finance Page
It’s now easier to fix any potential calculation errors.
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