How Should a Finance Manager Handle a Customer Who Wants to Cancel a Product?
A finance manager should listen first, understand the reason for cancellation, review the contract terms and cooling-off period, present alternatives if applica...
How Should a Finance Manager Handle Managing F&I Compliance on a Subprime Deal?
Subprime F&I compliance comes down to three core practices: documenting buyer income and credit carefully, ensuring every required disclosure is signed before f...
How Should a Finance Manager Handle Preventing a Spot-Delivery Unwind?
Prevent a spot-delivery unwind by securing proof of loan funding before vehicle release, implementing a mandatory finance contract review process, maintaining c...
How to Handle a Lender Decline by Bumping to a Second Lender: Finance Manager Guide
When a lender declines a deal, you've got seconds to decide: bump it to your second lender right away, or sit with it. The dealers who get this right have a pre...
How Should a Finance Manager Handle Packaging a Deal for the Lender?
A finance manager packages a deal for the lender by assembling complete, accurate documentation—buyer info, vehicle details, loan structure, and proof of income...
How Should a Finance Manager Handle Re-Quoting a Deal After Bureau Review?
A finance manager should re-quote a deal after bureau review by pulling the updated bureau report, recalculating contract terms with any new rate adjustments or...
How Should a Finance Manager Handle a Customer Who Brings Their Own Financing?
When a customer brings their own financing to the dealership, your finance manager should verify the loan terms in writing, confirm the lender's setup requireme...
How Should a Finance Manager Explain GAP Coverage to a Cash Customer?
A finance manager explaining GAP coverage to a cash customer should focus on the protection gap between what the customer owes on a total loss and what insuranc...
How Should a Finance Manager Handle Positioning Extended Service Contracts?
A finance manager should position extended service contracts as financial protection and peace-of-mind tools aligned with each customer's actual vehicle use and...
How Should a Finance Manager Present a Menu Without Pressure? A Data-Driven Approach
A finance manager presents a menu without pressure by laying out all available products clearly upfront, letting customers ask questions at their own pace, and ...
How to Run a Video Walkaround for a Remote Delivery: A Delivery Specialist's Step-by-Step Guide
A delivery specialist running a video walkaround for a remote delivery should start by testing all technical setup beforehand—camera angle, lighting, audio, and...
How Should a Delivery Specialist Handle Delivering a Vehicle With a Known Cosmetic Issue?
When delivering a vehicle with a known cosmetic issue, be transparent upfront—show the customer exactly what was disclosed during the sale, explain what was don...