Additional Remote Working Tips for the Sales and F&I Office |
Use encrypted Wi-Fi connections when working remotely. | ||
Tip: Read the FTC article about securing your wireless network.
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Work with your DIO (Dealer Information Officer) and IT staff to ensure secure access to Dealertrack.com. | ||
Get remote access to Dealertrack.com and handle IP restrictions. | ||
Trouble logging in? Login assistance. | ||
Consider using video chat with standard communication methods to keep customers engaged and updated on changes in sales or service hours. | ||
Tip: Follow FTC advertising and messaging guidelines to help ensure you’re in compliance.
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In locations where permitted by federal, state and local COVID-19 ordinances, consider offering at-home test drive service. Follow KBB sanitization procedures for cleaning high-touch areas of the vehicle and communicate your sanitizing procedures to customers. | ||
Tip: While you’re at their house, you can take a look at their trade-in.
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Keep your F&I process moving forward, virtually |
Online Credit Application | |||||||||||||||||
Ensure your website is Digital Retailing optimized so your customers can fill out and submit a secure online credit application. If you don’t have this capability, call your rep today. | |||||||||||||||||
Tip: When you receive this lead, you can easily pre-fill a deal jacket in Dealertrack.com.
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Credit Application and Credit Bureau | |||||||||||||||||
You can login to Dealertrack.com from anywhere to pull credit bureaus and build, submit and receive decisions on your credit applications. Click here to see how. | |||||||||||||||||
Payoff and Title Release | |||||||||||||||||
From anywhere, you can obtain accurate payoff quotes and speed your title release process with Accelerated Title. | |||||||||||||||||
Tip: Simply login to dealertrack.com to complete your payoff and title release processes.
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Want your titles released faster? Contact us today. | |||||||||||||||||
Desking the Deal | |||||||||||||||||
Schedule a short meeting by phone or video chat to desk the deal and begin the negotiating process. | |||||||||||||||||
Tip: Use Dealertrack’s award-winning Desking solution to leverage guaranteed data on lender programs. Get started now.
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F&I Menu Selling | |||||||||||||||||
If you have the ability, send your F&I Menu presentation to your customer’s mobile device. | |||||||||||||||||
Tip: Use Darwin Automotive’s Menu to do this and much more. Call your F&I rep today to discuss.
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F&I Compliance | |||||||||||||||||
Avoid coronavirus scams and continue to verify customer identities and maintain deal compliance. | |||||||||||||||||
Tip: Dealertrack Compliance has integrated checkpoints to help verify customer identity and help protect your deals. Get started now.
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Digital Contracting with assisted Remote Signing | |||||||||||||||||
Capture customer signatures and submit contracts to your lender - digitally. | |||||||||||||||||
Tip: Use Digital Contracting on Dealertrack uniFI® to:
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If customers come into the store to sign contracts, properly disinfect all devices before and after signing using a CDC-approved cleaner recommended as safe by the device manufacturer. | |||||||||||||||||
Vehicle Delivery | |||||||||||||||||
In locations where permitted by federal, state and local COVID-19 ordinances, consider offering at-home delivery. Relieve customer concerns by cleaning high-touch areas of the vehicle and communicate your sanitizing procedures to customers. |
Check back regularly
More resources being added soon...