Growth-Driven.
Data-Backed.
Digitally Enabled.

Your agency isn’t just selling products—it’s building partnerships. DealFI gives F&I agencies a platform to do both at scale. By integrating product sales into a structured, transparent lending workflow, we help agencies increase dealer buy-in, improve product penetration, and streamline backend performance. With real-time tracking, digital menus, and compliance-ready tools, your team gains the visibility and control to grow with confidence.

How DealFI® Elevates
Agency Performance

Sell Smarter with Digital Sales Enablement Tools

Support your agency reps with integrated menus, and lender-aligned packaging that makes product presentation simple, consistent, and scalable across all dealer types.

Transparent Dealer Activity Tracking

Know where your opportunities lie. DealFI creates the structure for agencies to engage more effectively with dealers—helping you collaborate on product presentation, improve attachment rates, and stay ahead of compliance pitfalls together.

Scalable Backend Integration

Easily plug into dealer workflows and lender programs without slowing down deal speed. Our platform supports seamless product bundling across asset classes—from autos to RVs, powersports, and marine.

Better Results, Less Friction

Stop chasing dealers, paperwork, or lost revenue opportunities. With DealFI, your products are part of the process—not a last-minute add-on—driving better results and fewer roadblocks.

Scaling F&I Success
How Agencies Win with DealFI

The modern F&I agency needs more than great products—it needs a smarter way to distribute them. DealFI provides agencies with a powerful digital infrastructure to embed their offerings directly into dealership workflows, ensuring better presentation, more adoption, and fewer compliance concerns. By enabling real-time visibility and scalable backend integration, DealFI helps agencies move faster, close stronger, and grow with confidence.

The Opportunity

F&I product sales often depend on timing, consistency, and dealer engagement. But many agencies face the same challenges:

Inconsistent product presentation

Delayed or missed backend integrations

Lack of insight into dealer performance

Lost revenue due to compliance friction

Too much time spent following up vs. scaling

The DealFI® Solution

DealFI empowers agencies with a centralized platform to manage dealer engagement, product presentation, and performance—all inside the structured workflows of modern lending.

Key Benefits:

  • Digital Menus with Built-In Product Logic
    Make it easy for dealers to offer your products—every time, with every deal.

  • Live Engagement Insights
    Track adoption rates, usage trends, and missed opportunities to sharpen your rep strategy.

  • Backend Integrations Without the Headaches
    DealFI supports flexible bundling options for any asset class, with minimal tech lift for the agency.

  • Embedded Compliance Controls
    Every product presentation, form, and approval step is tracked and auditable—reducing risk for everyone involved.

Real Results for Agencies

Agencies operating inside the DealFI platform have reported:

Higher attachment rates
across auto, marine, RV, and powersports

More consistent product presentation across locations

Reduced time-to-deploy
with new dealers and programs

 

Improved dealer loyalty through better support and shared insights

F&I agencies are essential to the modern finance ecosystem—and DealFI gives them a smarter way to scale. With sales tools, data, and integration baked into the core platform, agencies don’t just survive the shift to digital—they lead it.