Follow our guide to learn how to import your deal into Digital Contracting from PBS Systems DMS.
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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.
3:08How to Set Up Your Tablet for eSigning In-Store
Learn how to easily pair and set up your tablet or device to let customers eSign deal documents in-store. Watch our tutorial now to learn how!
2:10In-Store Signing
Dealertrack offers in-store document eSigning for dealers without Digital Contracting. eSign credit applications, credit bureau authorization forms and even aftermarket contracts. Watch this video tut
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.
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.
0:27How to View Full Title Images
View full title images details and avoid payoff surprise on trade-ins.
0:31How to View Final Payoff Amount
Receive a reliable, date-specific payoff amount in real time, without calling your lender.
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.
