Learn how to upload documents from your computer into the funding package using Local File Upload.
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Dealertrack F&I Frequently Asked Questions
Have Questions? Check out our answers to some of the most commonly asked questions on Dealertrack F&I.
2:31How to Use Image Capture
Watch how you can scan a QR Code with your device camera to take images of documents and stips and add them automatically to your deal for Enhanced Compliance Storage and Digital Contracting.
4:11In this video, watch how you can seamlessly sign deal documents in Dealertrack, in-store or remotely, using one easy button with the new enhanced signing feature.
Best Practices of Successful Dealerships: Overcoming 5 current challenges with technology
In today’s marketplace, a connected workflow is key to a deal process that delivers increased efficiency and profitability for your dealership while streamlining the consumer journey.
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.
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.
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.
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 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.
