F&I Training
-
Dealertrack F&I Frequently Asked Questions
Have Questions? Check out our answers to some of the most commonly asked questions on Dealertrack F&I.
-
Contract Status Key Guide
Watch your Contract Status for updates from the lender. Download this quick reference guide for status updates and to understand what each type of status means for your contracts.
-
How to Get your Contracts Funded Faster
-
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.
-
Want to learn more? Sign up for a live training today
Register Now -
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.
-
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.
-
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.
-
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.
-
Digital Contracting DMS Integration Guide – Autosoft
Follow our guide to learn how to import your deal into Digital Contracting from Autosoft DMS.
-
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.
-
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.
-
Step by Step Page: Remote Signing
Give your customers the convenience to review and esign documents from anywhere - without a trip to the dealership.
-
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.
-
Digital Contracting DMS Integration Guide – Adam Systems
Follow our guide to learn how to import your deal into Digital Contracting from Adam DMS.
-
Digital Contracting DMS Integration Guide – Dominion
Follow our guide to learn how to import your deal into Digital Contracting from Dominion DMS.
-
Digital Contracting DMS Integration Guide – Tekion
Follow our guide to learn how to import your deal into Digital Contracting from Tekion DMS
-
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.
-
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.
-
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.
-
Digital Contracting Choice Starter Kit
Download this list of resources to help get you started using Digital Contracting Choice for faster funding.
-
Loading More...