General Functions

The DealTrak system has numerous features to make your F&I process simpler and more efficient.

Filtering Proposal Lists

On the Pending and All deals pages, you can filter the visible proposals by the assigned user and the assigned sales person.

Proposal Form PDF

DealTrak has the ability to create a PDF version of a proposal form for you. It’s a general template which shows the basic information on the proposal (the applicant and finance details). To access this, you need to be on the proposal summary for the customer, and the button is at the top left.

Document Upload

DealTrak has the function to allow you to upload documents and store them with the relevant proposal. There is no limit to the number of documents you can upload to each prop, but each upload can only be a maximum of 10mb. To access this section, you can use the Go To menu within a proposal or use the dropdown menu on the Pending or All deals pages. From the documents page, you can click the Upload Files button and it will allow you to find the file and attach. Once a document has been attached, you can download it from this screen. If a user has the correct level of permissions, they can rename or delete an attached document from the proposal. Users with this permission can also remove documents attached to dealers and introducers.

Branch Control

The Branch Control tab, has two options which are available for you to use. There is the My Branch option, which allows you to update the contact and address details for your branch. The second option is to add Sales Staff to your branch.

In this section, you just need to add the Sales Person’s forename and surname, then click submit. This adds them to the branch so you can assign deals to them. Adding someone as a Sales Person does not add them as a user with access to DealTrak. To add a new user to the system you will need to request this through the Client Portal.