Digital F&I menus
Present protection options with a structured, easy-to-follow menu.
FEATURES / F&I
Keep the deal moving.
Make the details count.
A connected handoff from the sales desk to the finance office, with the customer, vehicle, and deal in the same story.
Explore it with usDeal context
Carry the customer and vehicle information through from the sales desk.
Lender submission
Support the financing workflow without separating it from the deal.
Product presentation
Give your team a consistent way to explain options and record choices.
Digital contracting
Connect contracting and signatures to the final steps of the transaction.
Customer handoff
Keep delivery information connected as the relationship moves beyond the sale.
THE WORK, CONNECTED
A better handoff makes room for a better conversation.
Sales + F&I
Receive
Review the customer, vehicle, trade and agreed deal context before asking the customer to repeat it.
F&I professional
Explain
Use a consistent menu to discuss options. Make room for questions and record the customer’s choices clearly.
F&I + providers
Coordinate
Keep financing and contracting steps tied to the deal. Know which response or document is still needed.
F&I + delivery
Handover
Carry the final choices and delivery details forward so the team can close the transaction with context.
A MORE USEFUL DAILY CONVERSATION
Know what needs your attention.
Readiness
Is the customer’s deal information complete enough for the next step?
Open items
Which provider response, document or decision is holding the deal?
Customer clarity
Can your team explain what was selected and what happens next?
SEE IT IN YOUR CONTEXT
Bring one real workflow.
For your walkthrough, choose a recent department handoff that needed extra follow-up. Walk through the roles, the information each person needed and where the work slowed down. Use a fictional or redacted example.
Plan a department walkthroughYOUR PEOPLE. YOUR DEALERSHIP. YOUR NEXT CHAPTER.
