Finance & Insurance Department

"Pro-F&I Console"

32 modules across 7 phases built for Finance Directors, F&I Managers, and dealer principals who are done leaving gross on the table. Compliance locked. Product stacked. Process standardized.

$49
32 modules · 7 phases · PDF · instant download
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"Compliance Foundation"
Build the legal fortress before the first pencil hits the desk. Five modules covering Red Flags, Adverse Action, GLBA Privacy, FTC Safeguards, and Reg M lease compliance. Non-negotiable. Non-optional. And if you haven't built this layer, everything else you do in the box is on borrowed time.
"Product Mastery"
Know every product deeply enough to sell it or walk away from it. VSC penetration engines, GAP eligibility matrices, ancillary stacking sequence, prepaid maintenance qualification, and the DCA versus GAP distinction every manager must own before they touch a deal.
"The F&I Process"
Build a repeatable, scalable, and compliant deal flow from first pencil to final signature. T.O. timing standards, menu presentation discipline, three-column deal structure, the objection playbook, cash conversion protocol, and a second-chance process that captures revenue others leave at the service drive.
"Lender Relations"
Your lender roster is your pipeline. Manage it like one. Tier matrix discipline, rate spread compliance, funding velocity standards, subprime routing protocols, and captive finance program optimization. The box runs on relationships -- these modules build the ones that pay.
"Performance Management"
PRU standards, chargeback defense systems, compensation structure design, and the Finance Director performance review framework. The numbers tell the story -- these modules make sure you know which chapter you are in and what to fix before the month closes.
"Digital F&I"
Remote delivery protocol, digital contracting standards, and online product integration. The deal does not close in the showroom anymore -- it closes wherever the customer decides to sign. These three modules make sure the process is airtight regardless of where the conversation ends.
"Automation & Intelligence"
CRM intelligence for F&I, predictive product recommendations, automated compliance monitoring, and a live performance dashboard. Four modules built for the manager who wants the system running the operation instead of the operation running the manager.

Signature modules

01
The Red Flags Rule Protocol
Written Identity Theft Prevention Program, OFAC verification on every deal, signed compliance checklist in every jacket. Non-negotiable.
06
The VSC Penetration Engine
Segment-specific penetration targets, payment-anchored presentation, and a cancellation audit that separates sold VSC from pressure-closed VSC.
07
The GAP & Protection Matrix
LTV-based eligibility matrix, real-number depreciation scenario presentation, and a signed declination requirement on every high-LTV deal that walks.
11
The T.O. Timing Protocol
12-minute maximum wait from jacket receipt to customer seating. No exceptions. The manager who makes the customer wait loses the deal before the menu opens.
12
The Menu Presentation Standard
One menu. Every product. Every customer. No verbal-only deals. Signed declinations on everything that walks out of the box without coverage.
15
The Cash Deal Conversion Process
A cash buyer is a finance opportunity in street clothes. This module builds the conversation that converts 20% of them before the transaction closes.
17
The Lender Tier Matrix
Tier A, B, and C lender classification by approval rate, buy rate, and funding velocity. No deal hits a Tier B lender while a Tier A lender is still an option.
22
The PRU Standard
Per-deal gross minimum set by market, not by mood. Managers below standard get a coaching plan. Managers above standard get a target adjustment.
26
Remote Delivery Protocol
The deal closes wherever the customer decides to sign. This module makes sure the compliance and product presentation are airtight regardless of zip code.
32
Performance Dashboard
Live visibility into PRU, penetration, chargeback rate, lender mix, and compliance metrics. The dashboard runs the box. The manager runs the team.
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Self-implemented. No consultant required.

32
Modules
7 phases from compliance foundation through automation. Every module includes setup, standard, audit, and AI integration.
$0
Compliance exposure ceiling
Red Flags, Adverse Action, GLBA, FTC Safeguards, and Reg M. Phase 1 alone pays for this console ten times over.
FormatPDF
Modules32
Phases7
DeliveryInstant download
ForFinance Directors & F&I Managers
45%
GAP penetration target
Minimum on all eligible deals. LTV matrix defines eligibility. No exceptions on high-LTV.
12 min
T.O. wait maximum
From signed purchase agreement to customer seated in the box. Not a suggestion.
100%
Menu presentation rate
Every customer. Every deal type. Every credit tier. Signed menu in every jacket.
20%
Cash conversion target
One in five cash buyers becomes a finance customer. Protocol or luck. Choose one.

Pro-F&I Console

32 modules · 7 phases · PDF · $49 one-time

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