Helpful Files for F&I Managers
Below are links to some important and useful files for F&I Managers.
![](https://reahard.b-cdn.net/wp-content/uploads/2023/03/RA_progress-sheet_PIC-201x260-1.jpg)
![](https://reahard.b-cdn.net/wp-content/uploads/2023/03/RA_log_PIC-201x260-1.jpg)
![](https://reahard.b-cdn.net/wp-content/uploads/2023/03/RA_yearly-goals_PIC-201x260-1.jpg)
Yearly Goals
Goals aren’t just for months. Get your yearly goals squared away using this form.
![](https://reahard.b-cdn.net/wp-content/uploads/2023/03/RA_finance-rates-form_PIC-201x260-2.jpg)
![](https://reahard.b-cdn.net/wp-content/uploads/2023/03/RA_build-your-case-approval_PIC-201x260-1.jpg)
Build Your Case for an Approval
You want an approval. You need a case. This form can help you build one.
![](https://reahard.b-cdn.net/wp-content/uploads/2023/03/RA_customer-acknowledgement-waiver_PIC-201x260-1.jpg)
Customer Acknowledgement Waiver
Customers need to be heard. Acknowledge them with this form.
![](https://reahard.b-cdn.net/wp-content/uploads/2023/03/RA_ensuring-checklist_PIC-201x260-1.jpg)
Deal Observation Checklist
Use the this checklist to ensure you are following your new F&I process and remaining compliant with all transactions.
![](https://reahard.b-cdn.net/wp-content/uploads/2023/03/RA_role-play-checklist_PIC-201x260-1.jpg)
Role-Play Checklist
Role-playing is an integral part of training for the real world. Use this checklist to help you with that.