How to Approve and Convert a Finance Form

How to Approve and Convert a Finance Form

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


Email Notification 



Approving the F&I Form

  1. Expand the Finance Quote Section
  2. Tick the 'Approved' option, and the Confirm prompt displays 'Are you sure you want to approve this finance'
  3. Click Yes and the 'Approved By' details are updated with the User and date/time approved.

Converting the F&I Form

  1. Expand the Finance Quote Section
  2. Tick the 'Converted' option, and the Confirm prompt displays 'Are you sure you want to convert this finance'
  3. Click Yes and the 'Converted By' details are updated with the User and date/time converted.
  4. The Finance Quote becomes inevitable.
  5. The Finance Section will display with the Purchase Price, Deposit, Payment Rate, Term, Balloon/Residual, Payout, Repayment, Changeover fields pre-populated from the Quote.
  6. There are four additional fields that display, Net Amount Financed, Dealer Origination Fee(DAF), Insurance, Volume Bonus with a flag for Finance Settled.


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