Helpful Files for F&I Managers

Below are links to some important and useful files for F&I Managers.


Progress SheetGoals / Progress Sheet

Set your goals and track your progress each month.

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LogF&I Transaction Log

You need an expert way to log your numbers. We got you.

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Yearly GoalsYearly Goals

Goals aren’t just for months. Get your yearly goals squared away using this form.

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Finance Rates FormFinance Rates Form

Here is a form to help you with your rates.

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Build Your Case for an ApprovalBuild Your Case for an Approval

You want an approval. You need a case. This form can help you build one.

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Customer Acknowledgement Waiver

Customers need to be heard. Acknowledge them with this form.

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Ensuring ChecklistDeal Observation Checklist

Use the this checklist to ensure you are following your new F&I process and remaining compliant with all transactions.

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Role-Play ChecklistRole-Play Checklist

Role-playing is an integral part of training for the real world. Use this checklist to help you with that.

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