Finance and F&I processing at car dealerships involves manually extracting customer data, submitting credit applications, requesting lender quotes, assembling documents, and tracking signatures across multiple systems and email threads.
Automation handles credit submission, lender outreach, document generation, and signature tracking in parallel, reducing deal processing time from to per transaction. The finance team focuses on compliance review and customer service instead of data entry and email management.
The full workflow, from trigger to completion.
Purchase agreement is signed and deal status changes to Finance Pending. The automation is triggered with customer and vehicle data.
The automation pulls customer name, address, phone, email, income, employment, and vehicle details. Data is validated for completeness and format.
Customer data is submitted to the credit bureau API. The credit report reference number is logged.
Lender request emails are generated and sent to all configured lenders simultaneously. Each email includes customer and vehicle details.
Insurance and warranty request emails are sent to configured providers with customer and vehicle details.
Finance agreement, disclosure forms, and warranty documents are generated from templates and populated with customer and vehicle data. PDFs are created and stored.
F&I documents are sent to the customer for electronic signature. A copy is sent to the lender.
A message is sent to the finance team with a summary of the deal, document status, and next steps. The deal record is updated with all submission details.
No credit card, no commitment. Map your process and walk away with a full build plan.
A visual process map, automation spec, delivery timelines, and everything needed to build it, customized to your workflow and tools.
Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.
Your build plan stays in your workspace with no expiry. Move forward whenever the timing is right.
Other high-impact processes teams commonly map alongside this one.
Everything you need to know before mapping this process.
Map this to your business to get your exact numbers.
Map This AutomationNo credit card required — it's free.