Training
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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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Digital Contracting DMS Integration Guide – Auto/Mate
Follow our guide to learn how to import your deal into Digital Contracting from Auto/Mate DMS.
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Aftermarket Contracts User Guide
Learn how to access rates and generate aftermarket contracts on Dealertrack uniFI®
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Darwin Integration User Guide
Learn how to export your credit application to Darwin Menu and Import your Menu contracts into Dealertrack uniFI for a complete digital workflow.
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Dealertrack 2020 Compliance Guide
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2:17
Reset Your Dealertrack Password or Retrieve your Login ID
Lost or forgotten your Dealertrack password? Watch a video on how to reset your password or retrieve your login in just a few minutes.
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Step by Step Page: Device Pairing for In-Store Document Signing
View this page to learn how to pair your tablet device for in-store signing of your deal documents.
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Credit Application – How to Setup Taxes and Fees
Learn how to access credit application settings to pre-set your taxes and fees.
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4:30
Creating a Credit Application
Learn how to start and modify a credit application on Dealertrack uniFI.
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1:45
How to Pull a Credit Bureau
See how easy it is to pull a credit bureau and pre-fill your credit applications.
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Multi-Factor Authentication – How to Enroll & Change Settings
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Dealertrack DMS Laser Form Integration
Learn how to import select Dealertrack DMS laser forms into Dealertrack uniFI for a single signing ceremony.
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2:34
How to Upload Stips Using your Tablet
Learn how to easily upload stips on your tablet using point and shoot capture technology.
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2:10
How to create an eSignable document with Ready Sign
Learn the steps you need to take to make any document eSignable and ready to be sent to your lender on Digital Contracting.
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1:40
How To Upload Stips From your Computer
Learn how to upload documents from your computer into the funding package using Local File Upload.
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Step by Step Page: Pulling Credit Bureaus
View this page to learn how to pull a credit bureau on Dealertrack uniFI.
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Step by Step Page: Creating a Credit App
View this page to learn how to create a credit application on Dealertrack uniFI.
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Step by Step Page: Uploading Stips from Tablet
View this page to learn how to upload stips and documents using Point of Sale capture on your tablet.
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Step by Step Page: Uploading Stips from Computer
View this page to learn how to upload stips and documents using Local File Upload.
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Step by Step Page: Dealertrack Ready Sign
View this page to learn how to add signature blocks and make any document eSignable.
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Step by Step Page: assisted Remote Signing
View this page to learn how to use assisted Remote Signing.
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