Example Desking Menus
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Exclusive Menu-Style Presentation
Our exclusive menu-style desking presentation gives you an effective and compliant way to present figures. It's extremely fast and very cost effective. You may be familiar with the traditional four-square approach. We've taken it one step farther by incorporating the four-square principles into a menu style approach. See for yourself! |
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Inspecting what you Expect!

Accountability is perhaps one of the most important factors in increasing performance in a dealership. However, increasing speed of change in the industry has placed more demands on dealership management than ever before.
F&I Source solves today's challenges by providing real-time, at-a-glance reporting. No matter how general or specific the information needed we have you covered. Dealership management can web access anywhere and see what their people are doing with reports as well as
event logging.
"F&I Source has been an integral part of our
business. I use it daily to monitor performance and find areas of opportunity
in our dealership."
Mark Boeck, GSM - Ken Vance Car City, Inc.
Process Event Logging and Administration
Process Events allow the agent to review every step in the process of a sale to insure proper completion. It helps to make sure that the steps are followed so that product and profit are not compromised.CONTACT SALES FOR A DEMONSTRATION
Turn prospects into buyers! For legal purposes it's more important than ever to have a consistent means of presenting payment options to customers. With our
Sales Menu you can professionally present purchase options to impact closing ratios and increase profits.

Features:
- Quick, easy and consistent presentation.
- A unique, non-confrontational layout.
- Cash, Finance, Lease, and Balloon payment options.
- Compliant.
- STOP paying those high costs other sales menus charge.

BE INVOLVED IN EVERY DEAL
It's what we do for you

Example Agency Reports
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Dealer Production Report Ensure each dealer is offering full line of products
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Dealer Performance Report Don't wait for your statements to find a problem have real time reporting access to product brand
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Lender Reserve Report Help dealers understand relationships with lenders, by providing important profit information.
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Finance Comparison Report Impact Front end gross by knowing lender lending cycles
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And more!
Integrated, effective, user friendly selling solution! The SELLING PROCESS has changed dramatically in the past 10
years. There are more products to offer, customers are better educated
and more demanding with their time. Dealership compliance is also more
heavily scrutinized than ever before. If you are using a standard menu provider, static menu or not using a menu at all you are missing income opportunity. Our solution
gives you the edge you need to
impact profit .

Due to the changes menu-selling has brought to the sales process we have added a Sales Menu to maximize your profits in our area
of expertise.
Whether you are an experienced individual or new to the industry our complete selling solution is user friendly and the best tool to improving your business.
Why Choose F&I Source, LLC:
- BE INVOLVED IN EVERY DEAL....
- We customize your menus to include your logo at no charge.
- You can reset the clock with a seamless process
- F&I Source offers flexibility for multiple layouts and designs
- F&I Source ensures Federal and Local compliance
- Sales Menu provides professional approach to purchase options
- Reporting is included with the modules at no charge.
- OFAC is performed on every customer at no charge.
- RedFlag compliance will be performed at no charge.
- STOP paying excessive prices
- The most advanced DMS integration provider available
- We are committed to your success!!
We are focused on bringing the best product to industry and keeping it that way.
Our average user has been on our system for over 3 years.
They believe in our solution, why wouldn't you!
Because we feel so strongly about the quality and performance of our solution
we do not require contracts.
CALL NOW TO GET STARTED

Menu Selling is an easy to use selling system that allows you to present finance products in a non-confrontational manner. It is the most effective method of presenting finance products while maintaining full-disclosure.
How does menu selling benefit the customer?
From a customer's perspective, a menu presentation is extremely easy to understand and highly informative. This low-pressure presentation allows the customer to remain more comfortable and open-minded. A comfortable, open-minded customer is a satisfied customer.
How does menu selling benefit the dealer?
Satisfied customers result in higher CSI in turn improving repeat and referral business.
Menu selling has proven time after time to increase dealer's profits, maximize penetrations, and profit per vehicle averages.
Perhaps most importantly it keeps you the Dealer out of harms way. Our
Process events log as well as the ability to view a
presented menu are how we can assure you that this is happening in your store.
How can I start using F&I Source, LLC?
Contact our Sales Department
Our effective reporting criteria allows you to specify the results which will give you a better focus to impact your profits.
There are menu providers that offer enormous amounts of reporting. We won't compete on quantity, but we know they don't compete on quality. Our reports are focused and designed to get you the information you need in a quick and easy to interpret manner. Our reporting system allows you access to extremely effective income development areas. We will not overwhelm you with reports that are ineffective just to say we have the most. We give you the industry best.
Example Menus
The ability to quickly customize a menu for each customer's needs is the key to a successful presentation. The examples below demonstrate some of the flexibility F&I Source offers. Virtually everything can be tailored to fit your dealership's needs.
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Product Showcase Style
This example highlights our exclusive "Product Showcase". It's the section between the customer/sale information and the packages. The "Product Showcase" allows the business manager the opportunity to focus on disclosing products found on the menu and build value in those products. |
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Traditional Style
This example demonstrates a traditional menu. All menu styles are available on each sale you present. Colors, payment display, packages are all options that can be defaulted, but are changeable in the sale process. |
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Menu Waiver**
F&I Source also includes a waiver for customers to sign as another opportuntity to present and assure full-disclosure.***
**Approved in the state of MN in lieu of Optional Products Addendum
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The most effective reporting system in the industry.

Features:
- Real-time data available the moment the sale is logged.
- Customized Reports Available
- Specific date range selection.
- Useful development reports to impact profit
- SourceBlast - reports emailed directly to you on a regularly scheduled basis.
What is OFAC?
OFAC is an acronym for Office
of Foreign Asset Control. It is the department of the United
States Treasury responsible for administering and enforcing
economic sanctions against suspected terrorists, drug dealers and
money launderers.
Is OFAC the same as
the USA PATRIOT ACT?
Although OFAC and the USA
Patriot Act have similar goals, they have separate requirements
administered by two different U.S. Treasury Department offices.
What are the OFAC
requirements for Auto Dealers?
Auto dealers are required by
law to review the Treasury Department's Office of Foreign Assets
Control (OFAC) SDN list. This list includes the names of
individuals, organizations and countries against which the U.S
has imposed sanctions. Dealerships must review this list prior to
entering into any sales or finance contract with an individual,
business entity, charitable organization and report any matches
to OFAC.
What are the
penalties?
Civil fines of up to $11,000
per violation may be imposed, with willful acts carrying as much
as $50,000 in fines per violation as well as imprisonment of up
to 10 years.
How F&I Source
can help?
Although the U.S. Department
of Treasury publishes the OFAC SDN list, they do not provide a
suitable means of searching it. With over 6,000 names (160 pages)
that are constantly being updated, a manual search just is not
practical. By automating the search process with our integrated
tool, F&I Source saves you time and helps insure you've done
your due diligence required to be compliant.
How our Intergrated
SDN tool works?
Our system will perform a
search of the OFAC SDN list and display the results within a
couple seconds. If an exact or partial matches are found we will
give you detailed instructions on reporting your match.
RED FLAG COMPLIANCE COMING SOON!!
Integrated Service Contract Rating
With a few simple clicks F&I Source provides all the available service contracts rates for the vehicle you are selling. This helps you find the best fit for your customer and insures pricing and profit accuracy.
PREVENT LOST PROFIT:

More service contracts sold with fewer errors!
More Revenue and Faster Trade Cycles
Biweekly programs are becoming increasingly popular because they provide customers with a high level of automation, convenience, and savings. Countless independent organizations, including the Oprah Winfrey show and CBS evening news, have endorsed this payment option as a useful and effective financial planning tool.
is our integrated Biweekly payment program. It provides an automated presentation tool and enrollment form, making it simple to use. The best part is your dealership generates additional revenue while saving your customer money. Everyone wins!

Success Stories:
- A new car dealership in the Midwest will add nearly $200,000 in F&I profits this year.
- A new and used car dealership in the Northeast reduced its trade-in cycles by an average of 6 months.
- An automotive dealer group on the East coast will boost F&I revenue by almost $700 per sale.
- An automotive dealer group in the Northeast has reduced negative equity scenarios by 30%.
As we grow, we make friends. These are just a few of our partners!
To become a listed partner, please contact us!
Benefits of DMS Integration
- DMS integration allows for strict deal management to stay in the hand of the sales manager.
- DMS integration will provide consistent deal productivity by cutting down on multiple data input.
- DMS integration will ensure accuracy of profits in sales and finance departments due to the push and pull integration
INTEGRATED WITH MAJOR DMS PROVIDERS
Our Promise to our Agents:
Our solution would not be what it is today without the focus our current users bring to us. Your ideas are the foundation of our complete selling solution. We developed this tool to become your "best friend" in business.
For years F&I providers and Agents have used F&I Source as their #1 development tool. It has become as much a part of their business like a "best friend" on their road to success!

We are dedicated to providing Agents with the features they need to maintain an edge in their market.
Features and Advantages:
- One Log-In to access all your dealers.
- Aggregated multi-dealer reporting.
- Time stamped process tracking to assure proper use and compliance. See "Process Events"
- STOP paying ridiculous prices.
- Customized "Themeing". We utilize your company logos and colors to create a personalized look. Keeps your name there, when you can't be.
- You can provide your dealers a tool to pencil the sale saving them thousands of dollars compared to the other systems around.
- Our COMPLETE sales solution allows for push and pull integration maximizing time spent on process and profit not data entry.
"F&I Source is a tool that our agency would not give up, the innovative solution and comprehensive income development it allows for has made it our agency's best friend."
Paul Carlson, Auto Solutions, LLC
"The F&I Source system allows me to be proactive working with my accounts. The data is now steering all our training with sales people, sales managers, and business managers. I was skeptical at first, but now I would not do account development without it."
Jerry Farner, General Agent
How can I sign up with F&I Source today?
Contact our Sales Department
We have extensive automotive experience involved with the development of our software solution. We know that during this evolution of the automotive industry, the market place requires specializing in income development within the dealership sales and finance process. This has become more important then ever. We are not just a menu provider, we have become a sales solution that makes a positive impact on dealership profits.
For instance today an
import store needs the opportunity to provide products to their clientele that they will buy. This can be part of our process because of our flexibility within the system. During this volatile
domestic market our system allows for development of product sales, we can help you make it through these economic times. We have relationships with some of the most successful dealerships in the Mid-West as well as other areas of the country. F&I Source will provide you a seamless solution whether you are a dealer or agency targeted at retaining customers and maximizing profits.
BE INVOLVED IN EVERY DEAL
It's what we do for you
