Take Action on “Action Required” Deals

Highlighted deals on the Contract Status page let you know which deals need your attention.
On the Contract Status page:
  • Use the highlighted deals as indicators to determine which deals require action.
  • Create a filtered to-do list by turning the “Action Required” toggle switch to ON to view the following statuses:
    • Pending/Pending Docs
    • Partially Signed
    • Signed
    • Returned
  • Contracts with a new or Unread Lender Comment will also be highlighted for easier identification
Sign up for a live training webinar
Dealertrack_ActionRequiredToggle_featuredImg

Check out more enhancements

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
06/05/2023
Access The Fastest Growing Lender Network
Submit contracts digitally today to 300+ eContracting lenders and speed funding on more deals.
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.
07/15/2022
Lender Required Documents
Look for the red asterisks to know which documents your lender* requires at a glance.
06/06/2022
Never Miss a Lender Comment Notification
Find and view your lender comments with easier access and fewer clicks.
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.
logo-cox-automotive.svg