The operating system for modern F&I

Build the finance
department your
dealership needs.

Add lender access. Add experienced people. Or connect both around one dealership workflow.

LIVE MODEL BUILDER● READY
01 / WHAT IS HOLDING THE DEAL BACK?
02 / WHAT DOES YOUR TEAM NEED?
PRELIMINARY CONFIGURATION

Select your constraints

Build a preliminary operating model in two steps.

DEALFI / LENDER ACCESSNEXTGEN / F&I PROFESSIONALSELITE FI PARTNERS / STRATEGY

Start with the constraint

What does your dealership need?

Two independent solutions. One coordinated path when you need both.

01

DealFI

I need more lender options.

Add financing paths alongside your current lender relationships—with structured submissions and a digital workflow.

Explore lender access
02

NextGen

I need finance department support.

Add experienced remote F&I professionals to support your team, build a hybrid model, or operate your finance department.

Explore NextGen
03

Combined

I need both.

Bring additional financing options and professional remote F&I execution into one coordinated dealership workflow.

See the combined model

01 / DealFI

Expand your options

More paths to a funded deal.

DealFI gives dealerships a path to additional lenders and a supporting digital workflow—without requiring you to abandon the relationships you already have.

D
01

Additional lender access

Evaluate more financing paths across supported asset classes and lender programs.

02

Structured submissions

Align deal information with program requirements before it moves through the workflow.

03

Digital process support

Applications, verification, documentation, and funding coordination live in a connected process.

04

Use it your way

DealFI can stand alone or work alongside NextGen when staffing is also a constraint.

Program terms, lender availability, eligibility, and onboarding requirements are confirmed for each dealership.

02 / NextGen

Add finance capacity

Experienced F&I professionals. Wherever you need them.

NextGen works as an extension of your dealership—from targeted support to a fully remote finance department.

Model 01

Supplemental

Add coverage for staffing gaps, busy periods, or specific rooftops while keeping your existing team in place.

Model 02

Hybrid

Divide responsibilities around your workflow so in-store and remote finance professionals operate as one team.

Model 03

Full department

Use NextGen to operate the agreed finance-manager function when an in-store model is not the right fit.

Clear by design

Different constraints.
Different solutions.

Neither service is a prerequisite for the other.

The questionDealFINextGen
Primary need

Additional financing options

Finance talent and execution

What it adds

A lender-access and digital workflow

Experienced remote F&I professionals

Current team

Works alongside your operation

Supplements, supports, or operates the function

Best fit

Lender access is limiting approvals

Coverage, staffing, or consistency is the constraint

Can stand alone?

Yes

Yes

The combined path

More financing options.
The people to manage the process.

  1. 01Your customer chooses a vehicle

    Your existing sales process stays at the center.

  2. 02DealFI expands the financing path

    Applications move through the available, eligible lender workflow.

  3. 03NextGen handles agreed F&I responsibilities

    Remote professionals work the deal according to your operating model.

  4. 04Your dealership stays in control

    One coordinated workflow, configured around your store.

Preliminary fit assessment

Start with what is holding the deal back.

Answer three questions to see which conversation should come first. This is a preliminary recommendation—not an approval or quote.

01 How would you describe your lender access?
02 How would you describe finance staffing?
03 What is the first priority?

Your recommendation

Choose one answer in each section.

We’ll identify the operating constraint that appears most important to evaluate first.

Talk through your setup

Your dealership does not need another one-size-fits-all system.

Bring your current lender setup, staffing model, and monthly volume. We’ll help you determine whether DealFI, NextGen, both, or neither is the right next conversation.

Request a fit review Program availability and terms are confirmed during review.