Store profile
Dealership type, state, number of rooftops, inventory category, and monthly retail volume.
From assessment to operation
Start with how your dealership operates today. Define what needs to change. Then implement only the capabilities that fit.
Four stages
Final onboarding steps vary by product, eligibility, and dealership configuration.
Review lender access, staffing, volume, handoffs, and the point where deals slow down.
Determine whether DealFI, NextGen supplemental, NextGen hybrid, a full department, or a combined model fits.
Document handoffs, systems, contacts, expectations, and the first-deal workflow.
Evaluate the real process and make deliberate adjustments as the dealership evolves.
What to prepare
You do not need to provide consumer credit applications or sensitive customer finance information.
Dealership type, state, number of rooftops, inventory category, and monthly retail volume.
Finance staffing, lender relationships, coverage gaps, and the workflow already in place.
The result you need first: more financing paths, more finance capacity, greater consistency, or a combination.
Your answers create one qualified record and help the right Elite FI Partners team member prepare for the conversation.
Begin the assessment