FINANCE & INSURANCE

F&I

Full deal breakdown or a quick payment presentation.

Loading dealership inventory…

1. Select vehicle

Stock number or year / make / modelInventory vehicleVehicle descriptionStock numberVIN

2. Enter customer

Customer namePhoneEmailAddressOdometerProposal numberSalespersonDealershipPrepared date

Registration state

Customer registration state

Choose the state where the customer will register the vehicle.

Registration details & fee adjustments

Plates Registration class / weight Powertrain Filing fee Additional local / special fees Use manually verified tax and tag amounts

Confirm vehicle class, powertrain and local fees for the customer. NC property tax and optional-product taxes are not automatically calculated. Plate transfers may need weight adjustments.

3. Review deal figures

Taxes and title/tag fees update from the selected state. Includes a $169 filing fee in the registration/tag total. Both the filing fee and $799 doc fee are editable.

Term (months)Estimated APR (%)Out-the-door price

OTD updates from the deal figures. Editing OTD adjusts vehicle price to match. Tax is then manually verified for that estimate.

Trade & cash down

Trade vehicle

F&I menu

Edit the products you offer, quote their prices and select any the customer wants. Unselected products remain visible on the Worksheet PDF.

Additional tax on selected products

Desking payment options

Enter estimated APRs and three cash-down options. Trade equity is applied separately to each option. Click a payment to select it.

No payment selected.

Proposal details

Vehicle condition & value-addsWhy buy from us

Notes

Customer-facing notes

4. Choose your document

Choose a document to continue.