Helpful Files for F&I Managers
Below are links to some important and useful files for F&I Managers.
Goals / Progress Sheet
Set your goals and track your progress each month.
F&I Transaction Log
You need an expert way to log your numbers. We got you.
Goals aren’t just for months. Get your yearly goals squared away using this form.
Finance Rates Form
Here is a form to help you with your rates.
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-playing is an integral part of training for the real world. Use this checklist to help you with that.