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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LEARN MOREDigital Contracting Choice User Guide
Learn how to send digital contracts to an extended lender network with Digital Contracting Choice.
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LEARN MOREDigital Contracting DMS Integration Guide – DealerBuilt
Follow our guide to learn how to import your deal into Digital Contracting from DealerBuilt DMS.
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LEARN MOREAftermarket Contracts User Guide
Learn how to access rates and generate aftermarket contracts on Dealertrack uniFI®
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Dealertrack 2021 Compliance Guide
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LEARN MOREDarwin 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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2:17WATCHReset 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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LEARN MORECredit 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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4:30WATCHCreating a Credit Application
Learn how to start and modify a credit application on Dealertrack uniFI.
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1:45WATCHHow 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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Webinar: Maintaining F&I Compliance In & Out of the Showroom
View our webinar on compliance best practices when working with your customer remotely
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LEARN MOREMulti-Factor Authentication – How to Enroll & Change Settings
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LEARN MOREDealertrack 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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2:34WATCHHow 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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2:10WATCHHow 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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1:40WATCHHow 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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Webinar: Virtual or In-store - Best Practices to Maintain Compliance
In this free webinar, we will share key compliance steps throughout the deal to help you safeguard consumer information and protect your dealership’s reputation and bottom line.
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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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LEARN MOREFinanceDriver User Guide
Learn how to setup your preferences and link your leads and website to Dealertrack F&I.
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