Overview - F&I Form (Finance Form)

Overview - F&I Form (Finance Form)

The F&I Form (Finance and Insurance Form) is available to anyone who has the 'F&I Form Role'.  
  1. Users will only be able to add the form to existing Leads.
  2. The Form displays all Listing, Customer, Second Customer and Appraisal information, with a Finance Quote section  that can then be triggered for approval and then converted into Finance.   

The following Support Guide provides an overview on how the Finance Form is used.

  1. Role Management - F&I Role
  2. How to Create a F&I From (Finance and Insurance Form)
  3. Approving and Converting a F&I Form (Finance and Insurance Form)
  4. Searching for a  F&I Form (Finance and Insurance Form)
  5. Setting Up a Finance and Insurance Provider

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    • Role Management - Finance Form (F&I Form)

      Role Management - the Finance Form section on a Lead, will only be available will only be available to users with the 'F&I Form Role’ Role is  Yard based - the Form will only display for Leads that match this Yard Role has Managers - Managers can ...

    • How To Create a Finance Form (F&I Form)

      Users who belong to the 'F&I Form Role' will see a Finance Section on all Leads. On expanding of the Section a thumbnail of created Finance Forms will display and the Add button displays. The '+' icon on the grey Action Menu includes an option to add ...

    • How to Approve and Convert a Finance Form

      Only Users who are flagged as Managers in the 'F&I Form' Role can approve and convert the Quote into Finance.  Managers will receive an In-app Notification and Email advising that a Finance From is created. On click of the In app Notification or the ...

    • Adding a Fleet Quote

      Creating a Fleet Quote From a Lead Open or Create a Lead From either the Communication icon on the Lead or the Fleet Quote section, add a new 'Fleet Quote'.  (See the guide Fleet Quote Builder - Settings for options on adding a Fleet Quote) The below ...

    • Searching for a Finance Form (F&I Form)

      The Form Filter on the Dashboard includes 'F&I Form'.  On selection of this filter, your query will only return leads with a Finance Form included. We would recommend searching by other filters e.g., date range, lead id if available, customer details ...