F&I Training

  • Dealertrack uniFI® Frequently Asked Questions

    Dealertrack uniFI® Frequently Asked Questions

    Have Questions? Check out our answers to some of the most commonly asked questions on Dealertrack uniFI®

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  • Dos Don'ts and Tips for Signing Your Deal

    Dos Don'ts and Tips for Signing Your Deal

    Reference this quick guide for dos, don’ts, and tips for in-store and remote signing to meet each customer's needs with flexible signing options in Dealertrack.

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  • How to Use Dealertrack Compliance - User Guide

    How to Use Dealertrack Compliance - User Guide

    Dealertrack Compliance has powerful capabilities to help protect your dealership from the risk of fraud, fines, and audits. Reference this step-by-step document to guide you.

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  • Moving Your Dealership Into High Gear

    Moving Your Dealership Into High Gear

    Import to verification in under a minute. Get familiar with the Digital Contracting power tools that speed your deals and help you contract faster.

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  • How to Use DealUpdate

    How to Use DealUpdate

    Learn how to use Dealertrack DealUpdate to present additional finance and vehicle options to a buyer based on the lender’s acceptance of an updated credit application.

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  • Best Practices Guide for Signing

    Best Practices Guide for Signing

    Use How to Sign Your Deal in Dealertrack for guidance on different signing scenarios. Includes best practice recommendations, dos, don’ts, and tips for using in-store and remote signing.

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  • Digital Contracting DMS Integration Guide – Autosoft

    Digital Contracting DMS Integration Guide – Autosoft

    Follow our guide to learn how to import your deal into Digital Contracting from Autosoft DMS.

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  • How to Print and Manage Adverse Action Notices

    How to Print and Manage Adverse Action Notices

    Learn how to check your deals and help your dealership remain compliant with Adverse Action Notification requirements.

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  • Dealertrack Remote Signing Info Sheet with Infographic

    Dealertrack Remote Signing Info Sheet with Infographic

    Give your customers the convenience to review and esign documents from anywhere, anytime and on any device, including mobile phones.

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  • Step by Step Page: Remote Signing

    Step by Step Page: Remote Signing

    Give your customers the convenience to review and esign documents from anywhere - without a trip to the dealership.

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  • Remote Signing User Guide

    Remote Signing User Guide

    Remote Signing with Digital Contracting provides your customers with the convenience to sign documents from anywhere —without a trip to the dealership.

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  • Digital Contracting DMS Integration Guide – Adam Systems

    Digital Contracting DMS Integration Guide – Adam Systems

    Follow our guide to learn how to import your deal into Digital Contracting from Adam DMS.

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  • Digital Contracting DMS Integration Guide – Dominion

    Digital Contracting DMS Integration Guide – Dominion

    Follow our guide to learn how to import your deal into Digital Contracting from Dominion DMS.

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  • Digital Contracting DMS Integration Guide – Tekion

    Digital Contracting DMS Integration Guide – Tekion

    Follow our guide to learn how to import your deal into Digital Contracting from Tekion DMS

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  • 3 Easy Steps to Create a Single Signing Ceremony

    3 Easy Steps to Create a Single Signing Ceremony

    Give customers the flexibility to sign their deal in-store or remotely, all in one secure signing ceremony.

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  • Transform Your Signing Process in 7 Steps

    Transform Your Signing Process in 7 Steps

    Learn how your dealership can provide flexible options to digitally capture customer signatures on all deal documents — in-store or remotely.

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  • How to Add Aftermarket Products to Your Deals

    How to Add Aftermarket Products to Your Deals

    his updated Aftermarket Contract User Guide shows you how to access the industry’s largest F&I aftermarket network and how you can build product sales into deals in a few simple steps.

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  • Digital Contracting Choice Starter Kit

    Digital Contracting Choice Starter Kit

    Download this list of resources to help get you started using Digital Contracting Choice for faster funding.

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  • Digital Contracting Choice FAQ

    Digital Contracting Choice FAQ

    Find the answers to common questions that dealers have about Digital Contracting Choice.

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  • Digital Contracting DMS Integration Guide – PBS Systems

    Digital Contracting DMS Integration Guide – PBS Systems

    Follow our guide to learn how to import your deal into Digital Contracting from PBS Systems DMS.

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