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Overview - F&I Form (Finance Form)

Use the F&I Form (Finance and Insurance Form) to quote finance and insurance on a lead, get it approved, and convert it into a finance record.

Prerequisites

  • You need the F&I Form Role assigned to your user account. Ask your administrator if you cannot see the form.
  • The form only attaches to an existing lead. You cannot create an F&I Form on its own.

What the F&I Form shows

  • Listing details for the vehicle on the lead.
  • Customer and second customer details.
  • Appraisal details, where a trade-in is part of the deal.
  • A Finance Quote section, which you can send for approval and then convert into Finance.

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