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The F&I Deal Map: how a car deal really gets done

Most salespeople never see what happens after the handshake. This free guide walks you through every step, from the turnover to the day the lender pays. It’s the map we teach from, on one page, so you can sound like you belong in the finance office.

Free PDFPlain EnglishNo experience needed

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What’s inside

18 steps. Five phases. One map.

The same path every deal follows, so you can picture the finance office before you ever sit in it.

  • The whole deal on one pageAll 18 steps in five phases, from the sales turnover to a funded deal.
  • What each step needsThe one thing that has to be true before you move to the next step.
  • Why signed isn’t fundedWhat happens between the customer’s signature and the lender’s money, and why it matters to you.
The F&I Deal Map18 steps from the sales turnover to funding
  1. 1Get the customer and get the factsSteps 1–3
  2. 2Build the deal and place itSteps 4–7
  3. 3Sell it, properlySteps 8–11
  4. 4Paper itSteps 12–13
  5. 5Get paidSteps 14–18

Ready for more than a map?

The F&I Power Session takes you from the map to the interview in 15 days, one on one.

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