Strong Profitability
Regulation Compliant

Profitability in the finance department has always been a major concern for dealerships everywhere, particularly when an F&I manager is not available. When you suddenly find your finance office empty , what will you do? Where will you find the right person to sit in that chair? This is, after all, the highest profit center of the store.

Regulation Compliance is essential in today's litigious society. A dealership must focus on protecting itself from those who wish to take advantage. If you are not regulation compliant with your F&I processes and procedures, then you are unnecessarily exposing yourself to some serious liabilities.

At F&I Solutions, Inc., our Finance Specialists are trained in, understand, and practice what it takes to be regulation compliant. We use one of the most sophisticated menus available in the marketplace today. Every deal includes a menu with a description of all products offered, a summary showing which products were accepted and declined that is signed by your customer.

Every week our Finance Specialists will provide you with a complete F&I log that documents our performance. Our reports proudly disclose our levels of product penetration, rate spreads, and per vehicle retail (PVR) figures. You will always know where we stand, because we have the documentation to support the ethics we practice and the competence we exhibit.

F&I Solutions, Inc is dedicated to offering our clients a high level of revenue production, as well as maintaining that level through ethical and best business practices. Our clients know that compliance is our practice and production is our virtue. Now, when you need the right person to sit in that chair, you know who to call.

Accountability
Business Intelligence

More prospects signing contracts to become clients, more clients achieving their goals, fewer forgotten or overdue tasks... Regardless of how you define it, you are in this business to be profitable. You can use ProTracker Advantage to help you in these areas:

Manage your Clients: Record every useful detail. Track every event in the history of your relationship--every email, letter, task, meeting, recommendation. Combine one, two, or dozens of people as a Client unit. Create printed or electronic files of the stored information. Be confident!

Manage your Practice: Set up marketing campaigns and check progress. Automate Required Minimum Distribution (RMD) calculations and track withdrawals. Define standard workflow processes. Monitor task completion by self and staff. Produce reports needed for regulatory compliance. Look for
trends across all clients and/or prospects. Be in control!

ProTracker Advantage:

Helps you manage your tasks and your relationships.

Synchronizes contacts, appointments, tasks with Outlook and indirectly with
PDAs.

Organizes financial, life planning, and estate information for clients.

Manages emails, scanned, and other electronic documents.

Provides many standard reports and a very easy-to-use report builder.

Expedites communication with individuals, clients, and groups via email and printed mailings.

Imports from portfolio management systems and accounting software.

Calculates complex Required Minimum Distributions (RMDs).

Allows remote access.

Offers fast navigation and an intuitive interface.

Provides Marketing Campaign management and analysis.

Facilitates regulatory compliance.