About
Module Overview: This module is designed to help independent dealerships implement a structured and compliant finance process that enhances product presentation and ensures customer transparency. Many independent dealerships operate without a standardized approach to presenting finance products, leading to missed opportunities and compliance risks. This training module provides a step-by-step guide to establishing a process that improves customer engagement and protects the dealership by properly documenting product offerings and customer decisions. Key Learning Objectives: • Understand the importance of a structured product presentation in the finance office. • Learn how to present finance products clearly and effectively to customers. • Implement a waiver process where customers acknowledge their decisions on finance and protection products. • Ensure compliance with state and federal regulations to mitigate risk for the dealership. • Create a foundation that allows the dealership to transition smoothly into a full menu presentation in the future. Module Breakdown: 1. The Importance of Process in Independent Dealerships 2. Effective Product Presentation Techniques 3. The Role of the Waiver Form 4. Compliance & Legal Considerations 5. Building Toward a Full Menu Presentation Who Should Take This Module? This module is designed for independent dealership professionals looking to establish a structured and compliant finance process that enhances product presentation and customer experience. It is ideal for: • Finance Managers – Those seeking to improve product presentation, compliance, and customer engagement. • Dealership Owners & General Managers – Leaders wanting to implement a consistent and profitable F&I process. • Sales Professionals – Team members discussing finance and protection products with customers. • New F&I Personnel – Individuals looking to build a strong foundation in presenting products and maintaining compliance.