BDC Manager
Never miss a step with real-time checklists and queues
Transition seamlessly from online to in-person/virtual interactions
Streamline deal assignments
with a real-time F&I Deal Queue, empowering managers to assign and work deals.
Initiate F&I from Sales with minimal wait times
, providing a smooth handoff for both staff and customers.
Sales Associate
The right tools at your fingertips to move seamlessly from online to in-store
Qualify new online leads
and incoming calls
Utilize
remote engagement tools
to nurture leads
Send digital invitations for document uploads
to maintain compliance
Build a proposed deal structure
and schedule appointments
Sales Manager
From credit checks, verifications to deposits, manage it all digitally
Perform
on-the-spot credit checks
Create a
Digital Deal Jacket
with Task List / Verification Tools
Collect document uploads and
eSign Forms and Agreements
Collect Deposits digitally
on Pre-sold or Used Vehicles
Send Finalized Deal to F&I office digitally
F&I Manager
Reduce re-keying. Get it all done on one platform
Ensure accuracy using
digital compliance checks
Capture additional insights (ie: driving habits, needs, etc.) to
tailor F&I recommendations
Dynamically present the VPP Menu
, offering a transparent look at protection and coverage options
Simplify F&I workflows with
one-click access to RouteOne
for credit decisions and contract management
Generate final contracts and consolidate F&I forms with
integrated e-signatures and digital disclosures
BDC Manager
Never miss a step with real-time checklists and queues
Transition seamlessly from online to in-person/virtual interactions
Streamline deal assignments
with a real-time F&I Deal Queue, empowering managers to assign and work deals.
Initiate F&I from Sales with minimal wait times
, providing a smooth handoff for both staff and customers.
Sales Associate
The right tools at your fingertips to moce seamlessly from online to in-store
Qualify new online leads
and incoming calls
Utilize
remote engagement tools
to nurture leads
Send digital invitations for document uploads
to maintain compliance
Build a proposed deal structure
and schedule appointments
Sales Manager
From credit checks, verifications to deposits, manage it all digitally
Perform
on-the-spot credit checks
Create a
Digital Deal Jacket
with Task List/Verification Tools
Collect document uploads and
eSign Forms and Agreements
Collect Deposits
digitally on Pre-sold or Used vehicles
Send
Finalized Deal to F&I office
digitally
F&I Manager
No more re-keying. Get it all done on one platform
Ensure accuracy using
digital compliance checks
Capture additional insights (ie: driving habits, needs, etc.) to
tailor F&I recommendations
Dynamically present the VPP Menu
, offering a transparent look at protection and coverage options
Simplify F&I workflows with
one-click access to RouteOne
for credit decisions and contract management
Generate final contracts and consolidate F&I forms with
integrated e-signatures and digital disclosures
Sales Associate
The right tools at your fingertips to moce seamlessly from online to in-store
Qualify new online leads
and incoming calls
Utilize
remote engagement tools
to nurture leads
Send digital invitations for document uploads
to maintain compliance
Build a proposed deal structure
and schedule appointments
Sales Manager
From credit checks, verifications to deposits, manage it all digitally
Perform
on-the-spot credit checks
Create a
Digital Deal Jacket
with Task List/Verification Tools
Collect document uploads and
eSign Forms and Agreements
Collect Deposits
digitally on Pre-sold or Used vehicles
Send
Finalized Deal to F&I office
digitally
F&I Manager
No more re-keying. Get it all done on one platform
Ensure accuracy using
digital compliance checks
Capture additional insights (ie: driving habits, needs, etc.) to
tailor F&I recommendations
Dynamically present the VPP Menu
, offering a transparent look at protection and coverage options
Simplify F&I workflows with
one-click access to RouteOne
for credit decisions and contract management
Generate final contracts and consolidate F&I forms with
integrated e-signatures and digital disclosures
BDC Manager
Never miss a step with real-time checklists and queues
Transition seamlessly from online to in-person/virtual interactions
Streamline deal assignments
with a real-time F&I Deal Queue, empowering managers to assign and work deals.
Initiate F&I from Sales with minimal wait times
, providing a smooth handoff for both staff and customers.
Sales Manager
From credit checks, verifications to deposits, manage it all digitally
Perform
on-the-spot credit checks
Create a
Digital Deal Jacket
with Task List/Verification Tools
Collect document uploads and
eSign Forms and Agreements
Collect Deposits
digitally on Pre-sold or Used vehicles
Send
Finalized Deal to F&I office
digitally
F&I Manager
No more re-keying. Get it all done on one platform
Ensure accuracy using
digital compliance checks
Capture additional insights (ie: driving habits, needs, etc.) to
tailor F&I recommendations
Dynamically present the VPP Menu
, offering a transparent look at protection and coverage options
Simplify F&I workflows with
one-click access to RouteOne
for credit decisions and contract management
Generate final contracts and consolidate F&I forms with
integrated e-signatures and digital disclosures
BDC Manager
Never miss a step with real-time checklists and queues
Transition seamlessly from online to in-person/virtual interactions
Streamline deal assignments
with a real-time F&I Deal Queue, empowering managers to assign and work deals.
Initiate F&I from Sales with minimal wait times
, providing a smooth handoff for both staff and customers.
Sales Associate
The right tools at your fingertips to moce seamlessly from online to in-store
Qualify new online leads
and incoming calls
Utilize
remote engagement tools
to nurture leads
Send digital invitations for document uploads
to maintain compliance
Build a proposed deal structure
and schedule appointments
F&I Manager
No more re-keying. Get it all done on one platform
Ensure accuracy using
digital compliance checks
Capture additional insights (ie: driving habits, needs, etc.) to
tailor F&I recommendations
Dynamically present the VPP Menu
, offering a transparent look at protection and coverage options
Simplify F&I workflows with
one-click access to RouteOne
for credit decisions and contract management
Generate final contracts and consolidate F&I forms with
integrated e-signatures and digital disclosures
BDC Manager
Never miss a step with real-time checklists and queues
Transition seamlessly from online to in-person/virtual interactions
Streamline deal assignments
with a real-time F&I Deal Queue, empowering managers to assign and work deals.
Initiate F&I from Sales with minimal wait times
, providing a smooth handoff for both staff and customers.
Sales Associate
The right tools at your fingertips to moce seamlessly from online to in-store
Qualify new online leads
and incoming calls
Utilize
remote engagement tools
to nurture leads
Send digital invitations for document uploads
to maintain compliance
Build a proposed deal structure
and schedule appointments
Sales Manager
From credit checks, verifications to deposits, manage it all digitally
Perform
on-the-spot credit checks
Create a
Digital Deal Jacket
with Task List/Verification Tools
Collect document uploads and
eSign Forms and Agreements
Collect Deposits
digitally on Pre-sold or Used vehicles
Send
Finalized Deal to F&I office
digitally
How it works
Why SmartPath?
Let's Connect
How it works
Why SmartPath?
Let's Talk
The Evolution is Here
Designed to personalize your F&I experience, streamline operations, reduce complexities, and enhance efficiency.
Accelerate deal completion all in one platform
Unified Credit
Streamlined credit pulls and digital financing integration.
Comprehensive VPP Menu Experience
Interactive and fully customizable VPP Menu with added compliance for Acceptance and Declination.
End-to-End eContracting & eSigning
Integrated, seamless remote contracting powered by RouteOne.
Integrated Customer Portal
A single platform for customer document uploads, task management, ID validation, and more.
Digital Deal Jacket and Customizable Sales Forms
Efficiently manage dealership documents and compliance digitally.
Built-in Digital Payments
Secure, efficient collection of deposits and down payments via integrated Stripe payments.
Deals completed in SmartPath F&I take an average of
25 mins
—saving time for you and your customers
No Silos. Just Smarter Selling
SmartPath was made to support every role on your team—so everyone can stay in sync and close deals with confidence.
BDC Manager
Never miss a step with real-time checklists and queues
Sales Associate
The right tools at your fingertips to move seamlessly from online to in-store
Sales Manager
From credit checks, verifications, to deposits, manage it all digitally
F&I Manger
Reduced re-keying. Get it all done on one platform.
Drive new F&I sales opportunities with SmartPath
Seamlessly connect Sales and F&I
Connect and power SmartPath Sales within one unified ecosystem. Start any deal: New, Used, Certified, Remote, all from one platform, seamlessly connected from Sales to Finance.
Reduce costly manual data entry
Complete deals faster with the first-in-class digital deal jacket. All documents are digitally managed using configurable, automated checklists for every deal type—dramatically reducing paperwork.
Stay compliant, keeping personal data safe
Customers can securely enter and validate their own information within a single environment, eliminating the need for rekeying and reducing risk.
Personalize everything with ease
Configure how you manage deals, whether you operate as a Traditional, One-Touch or Hybrid model, with rules and permissions.
Engage with customers with VPP presentation menu
Display configured products, videos, and more—effortlessly switching between either packaged and a la carte options. Sell the way you want, the way your customers prefer.
Consolidate vehicle contracts into a single signing and payment experience
Accelerate deal completion with fully digital eSigning. Collect deposits and down payments and provide a modern, transparent, and paperless purchase experience.
How does SmartPath F&I compare?
SmartPath F&I
AutoFi
CapitalOne
Dealer / Auto Navigator
eLend
(Credit Plus)
Customer self-service pre-approval
Lender marketplace functionality (i.e., customer chooses lender from list)
Drives "TFS-first" experience
Credit submission & lender selection
Instant credit decisioning
Fraud prevention / ID verification
Protection product integration
Native integration with SmartPath Sales
This is just the beginning. We're fully committed to
helping your dealership excel
—not just today, but everyday.
Why choose SmartPath?
This is just the beginning
This is just the beginning
Check out our training videos, sales tools and resources
Learn More
Discover how SmartPath F&I Will Optimize Your Dealership
Optimize your dealership today
Whether you're ready to go, or want to learn more, we're here to help!
Explore Now
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