View System F&I Manual in PDF (428k)

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Overview

System FI is easy to use. You fill in the blanks on the computer screen as you would fill in the blanks on a form. Deal calculations are fast and accurate. Forms preparation is easy. The paperwork can usually be accomplished in minutes.

Two Screen to a Sale

The typical retail sale requires only two screens of data to complete a sale. The first screen calculates the deal. Purchase price, trade-in, payoff, down payment, insurance options, APR amount are the items entered in this screen. Unlike hand-held calculators, when only one item changes the whole deal is instantly recalculated. You can adjust the deal easily to suit the needs of the customer.

Credit Checks

You can pull a credit bureau easily. Just fill in the customer's name, social security number, and address. The system will contact the credit bureau and pull the report in seconds.

Closing Tools

A complete set of closing tools is available. These tools are displayed side by side with the deal. The customer can see how each element works with the deal.

Leases and Balloons

All domestic manufacturer lease programs and balloon payment programs are calculated and forms are prepared. Included are GM Smart Lease, GM Smart Buy, Gold Key Lease, Gold Key Plus, and Ford Red Carpet Lease.

Quick Quotes

A side by side comparison of purchase versus leasing is possible. You can vary the contract rates and terms independently.

Buy Here, Pay Here

Payment intervals can be varied from 52 payments per year to annual payments. Amortization charts and payment books can be printed. Days to first payment can be adjusted to fall on pay day or any other day.

Sales Person Analysis

Reports showing production by sales person are available. Each sale is shown. This could be a convenient way to calculate commissions.

Forms Preparation

System FI comes with a complete system for building forms. Each item to be printed on the form is recorded using the number of inches from the top of the form and number of inches from left edge. All equipment needed is a good ruler measuring in 10ths of inches. The first 10 forms are set up by our staff and are included in the purchase price. Additional forms are extra. We charge by the hour. Additional forms are usually $50-$100 each. Most of our customers maintain their own forms. Some customers have Jarvis Computer Software maintain forms or add new ones.

Training

Initial training is provided at your dealership. This training takes about one or two days. The initial training is provided as part of the purchase price of System FI.


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