Helpful Files for F&I Managers
Below are links to some important and useful files for F&I Managers.
Yearly Goals
Goals aren’t just for months. Get your yearly goals squared away using this form.
Build Your Case for an Approval
You want an approval. You need a case. This form can help you build one.
Customer Acknowledgement Waiver
Customers need to be heard. Acknowledge them with this form.
Deal Observation Checklist
Use the this checklist to ensure you are following your new F&I process and remaining compliant with all transactions.
Role-Play Checklist
Role-playing is an integral part of training for the real world. Use this checklist to help you with that.