F&I & Special Finance Performance Audit
Find Out Where Your Dealership Is Losing Approvals and Gross.
A deeper evaluation of your current finance and special finance operation — designed to identify where opportunities, approvals, and profitability are getting lost.
What the Audit Covers
A Comprehensive Look at Your Finance Operation
The audit is not a generic checklist. It's a focused evaluation of your dealership's actual process, lender relationships, deal patterns, and workflow — designed to surface the specific opportunities your operation is currently missing.
What You Receive
Practical Recommendations. Not a Generic Report.
The dealership receives practical recommendations focused on improving its existing operation. The goal is actionable insight — specific to what was found in your dealership's actual process, lender mix, and deal patterns.
This is not a consulting report that sits in a drawer. It's a starting point for real improvement — whether that means a process change, a lender strategy adjustment, or a deeper engagement through the Dealership Intensive.
Common Questions
F&I Audit FAQ
What does an F&I performance audit cover?
The audit is an operational and profitability diagnostic designed to identify where approvals, opportunities, and gross are being lost. It covers lender mix, deal submission strategy, approval and decline patterns, deal structure, customer interview process, sales-to-finance handoff, stipulation process, and overall special finance workflow.
How is the audit different from the Dealership Intensive?
The F&I Performance Audit is a diagnostic — it identifies what's happening and where the opportunities are. The Dealership Intensive is a hands-on, on-site engagement that includes live deal work, team training, and process improvement. Some dealerships start with the audit to get a clear picture, then move to the Intensive for implementation.
What does the dealership receive after the audit?
The dealership receives practical recommendations focused on improving its existing operation. The goal is actionable insight — not a generic report. The recommendations are specific to what was found in the dealership's actual process, lender mix, and deal patterns.