Explore the F&I Workflow
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Take Action on “Action Required” Deals
Highlighted deals on the Contract Status page let you know which deals need your attention.
as indicators to determine which deals require action.
Create a filtered to-do list by turning the
toggle switch to ON to view the following statuses:
Contracts with a new or
Unread Lender Comment
will also be
for easier identification
Sign up for a live training webinar
Check out more enhancements
Automate Your F&I Reporting
Schedule and send your F&I reports directly to your email
New! Synthetic ID Fraud Alert is here
Add an additional layer of security for fraud detection to your deals with Dealertrack Compliance.
2024 Dealertrack Compliance Guide
Download your free copy for the latest compliance insights, best practices and more.
Scan QR Code, Click and Upload
Capture deal docs with your tablet or smart phone camera and add them directly to the deal jacket
New, enhanced signing coming soon to your dealership
A more streamlined signing experience to meet the needs of each signer on every deal
Access The Fastest Growing Lender Network
Submit contracts digitally today to 300+ eContracting lenders and speed funding on more deals.
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.
Introducing Enhanced Compliance Storage
Upload all deal documents for long term storage and keep them audit ready with easy, on-demand access.
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
Digital Assignment Agreements
Now we will automatically add the Assignment Agreement to your digital funding package.
Pre-set your default values and save time on every deal
Automatically set Charge Type and Paid to for taxes, fees, and aftermarket products.
Switch Back to Digital
Easily revert paper contracts back to digital with one click.
75% more fields mapped to Dealertrack DMS
Enhanced credit application export functionality now available between Dealertrack F&I and Dealertrack DMS.
Lender Required Documents
Look for the
to know which documents your lender
requires at a glance.
Never Miss a Lender Comment Notification
Find and view your lender comments with easier access and fewer clicks.
Re-verify Deals with One Click
Use the new Re-verify Contract button to easily re-submit deals after verification status has expired.
Enhanced Remote Signing Offers More Signing Flexibility
Select "Sign Remotely" to initiate a Remote Signing session on any device, including mobile phones:
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.
Digital Contracting Finance Page
It’s now easier to fix any potential calculation errors.
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.
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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
How to use Accerlerated Title in three simple steps
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
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