Event onboarding
Dealership Intake Form
Use this structured intake before each staffed event to calibrate lenders, inventory, fees, and tech access. This is the same layout used in your Excel ProSuite and manuals, so every store is onboarded the same way.
Core sections
Store & Legal Profile
Everything you need to correctly set taxes, fees, and who owns the desk on event day.
- Dealership Info: Name, address, phone, GM, F&I Director, event dates, hours
- State & Legal: State, sales tax %, doc fee, title/registration, inspection fees
- Tech Access: DMS platform, WiFi, printer access
Lenders & Products
Capture the exact lender stack and F&I menu so F&I Command can mirror the real desk.
- Lender Matrix: Lender, min beacon, max LTV, term, buy rate, reserve limits, notes
- Programs: Prime, subprime, credit unions, specials, rebates
- Product Menu: VSC, GAP, maintenance, tire & wheel, pricing and term rules
- Packs & Floors: Front/back packs, minimum gross, manager rules
Inventory Snapshot
VIN-level data for clean LTV and lender fit on every unit you touch during the event.
- VIN, year, make, model, trim
- Mileage, ACV, book value
- Tags: aged, high-mile, special programs