How It Works

Zero stress.
Zero disruption.
100% dealer-focused.

“A seamless process that works with your dealership—not against it.”

We know you’re busy. That’s why our proven process is designed to fit into your dealership without slowing you down or overhauling your existing workflow. Whether you’re building a new F&I department or just want to get more from the one you already have, we make it easy from day one.

Step 1:
Discovery & Alignment

We start with a short, no-pressure conversation to understand your goals and current structure. From there, we recommend a custom-fit approach using the tools that make the most sense for your dealership.

Step 2:
Implementation Made Easy

We handle the heavy lifting—setup, training, and integration—with minimal involvement from your team. No downtime, no confusion. You’ll be up and running quickly, without disrupting sales.

Step 3:
Ongoing Optimization

We don’t disappear after setup. We provide ongoing support, live coaching, reporting, and fine-tuning to help your F&I team grow revenue and increase customer satisfaction—month after month.

What Makes It So Easy?

No contracts. No training fees. No risk.

  • We don’t charge for training, tools, or setup. In fact, you’ll never pay us directly. Our compensation is built entirely around the success of your F&I department—meaning we only earn when you do. No invoices, no retainers, no surprises. Just performance-driven partnership.

  • From day one, we handle the onboarding, live coaching, and ongoing support at no cost to you. Whether your team is brand new or seasoned pros, we meet them where they are and help them grow. Questions, adjustments, follow-ups—we’re always available, and you’ll never be billed for our time.

  • We likely integrate seamlessly with the platforms you already use—no expensive tech overhauls or downtime. Plus, if you’re using DX1, Dealer Spike, Lightspeed, FIN, or Kenect, we include special offers just for you! (I know what you are thinking, how can it get better than “no cost!”. . .use your imagination or reach out to us to find out!)

  • Every dealership is different, so our process isn’t one-size-fits-all. Whether you’re selling 20 units a month or 200+, we adjust our approach to align with your team size, sales flow, and existing strengths. No extra pressure on your staff—just added support where it counts.

  • Our process delivers fast, proven results. Most of our dealers start seeing better F&I performance within the first month—without disrupting their operations. By 90 days, a 30% increase in profitability is common, thanks to smarter product presentation, improved consistency, and tools that make the finance office more effective.

No commitment & never a direct cost to the dealer - just a conversation to explore what might be possible.