From the Back Office to the Front Line—TPA Products Built In, Not Tacked On

As a Third-Party Administrator, your products only work when they’re consistently presented, properly packaged, and cleanly processed. DealFI brings TPAs into the center of the finance workflow—embedding your coverage options directly into digital menus and structured deal packages. With real-time tracking, full dealer visibility, and seamless backend bundling, you can scale your product adoption without scaling up support teams or risking compliance gaps.

How DealFI® Supports Your Team and Your Members

Integrated Menu Presentation
Ensure your products are front and center—every time. DealFI makes your offerings part of the standard F&I flow, with digital signatures, enrollment capture, and lender-aligned packaging built in.

Visibility Across Dealer Partners
No more guessing who’s presenting what—or when. With DealFI, you can track dealer engagement and product presentation rates in real time across your entire network.

Frictionless Backend Bundling
We align product logic with lender guidelines and asset types, ensuring smooth bundling and compatibility. Our digital forms, compliance checkpoints, and auto-routing take care of the backend complexity.

What it Means for You

  • More consistent product adoption
  • Stronger dealership retention
  • Less manual follow-up and cleanup
  • Scalable program expansion
  • Full visibility, fewer surprises
Driving Product Adoption
How TPAs Can Scale Their Impact Inside the DealFI Platform

Third-Party Administrators play a vital role in delivering protection and profitability to every F&I transaction. But without structured workflows and visibility, great products go underused. DealFI changes that by building TPA product offerings directly into the finance process, making them easier to present, easier to enroll, and easier to track.

The Challenge:
Drop-Off & Disconnection

Dealers forget to present backend products

Forms are lost, incomplete, or out of compliance

Enrollment doesn’t match financing

TPAs have little visibility into what’s happening

Agencies waste hours cleaning up what should’ve worked the first time

The Solution:
Full Integration Inside DealFI®

With DealFI, TPAs gain:

Digital menu placement across asset types (auto, marine, RV, powersports, aircraft)

Centralized document flow with e-signatures and real-time tracking

Dealer behavior insights: who’s presenting, what’s attaching, and where to improve

Better relationships with agencies and lenders through alignment and accountability

Real Results for TPAs Using DealFI

The TPA landscape is changing—and DealFI is leading the charge. With digital tools that streamline adoption, secure compliance, and enhance visibility, TPAs can scale their footprint across dealer networks without scaling their workload. When your products are built into the flow, results follow.

  • Higher product penetration rates
  • More consistent dealer behavior
  • Fewer service issues post-sale
  • Stronger reporting for compliance and growth planning
Apply as a TPA Partner