Shannon Hammons
Does anyone have a deal checklist that they would share. We are having issues with things being turned into F and I by some without having everything in the deal.
Clint Jones
If you are looking for a checklist that will help with funding, every lender has their own individual funding checklist. That is the checklist that I required. If you are looking for a checklist for your internal stuff, I don't use one.
Shannon Hammons
Thanks Clint. We are just looking for something for the Sales Manager to check off on to make sure the sales people have everything in the deal ready for f and i
Clint Jones
Sorry about that Shannon. I misunderstood. Pre-F&I.
Kevin Janz
Here is mine
Lauren Moses
Kevin, That is a very good one. I like that it has both F&I list but salesman list too. The only list we have is a deal coversheet that we use for F&I. We still use a 4square that has all the customers info and stuff on it so if I get it and it's not all done I highlight what needs to be corrected and hand it back.

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