MyDealRecap F&I — Create Deal Summary

F&I Portal

Send deal summaries and track customer engagement.

Summaries sent this month

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Customer open rate

Total summaries sent

Customer & vehicle

First name

Last name

Phone (for text message)

Email (for email summary)

Vehicle

VIN

Sale date

Factory warranty (mo)

Factory warranty (mi)

Odometer (mi)

The manufacturer warranty that came with the vehicle when NEW — auto-filled from the VIN's make, editable. Enter the original factory term even on a used/CPO car: the customer page computes what's left from the model year and odometer automatically. Extended warranty is a separate purchased product in the F&I section below.

Deal numbers

Amount financed

Selling price before tax & fees

+Doc fee

+Sales tax

+Title, reg. & other fees

Selling price + fees + F&I products —

−Trade-in allowance

+Payoff on trade still owed

−Down payment

−Rebate

Trade-in VIN optional — if the trade was bought here, its old recap is updated automatically

Total financed auto-calculated — edit if your contract differs

Financing terms

Monthly payment

Loan term

APR

Payment method

Lender

First payment due

F&I products purchased Click to select — enter price

Extended warranty —

GAP insurance —

Tire & wheel protection —

Paint & fabric protection —

Key replacement & theft —

Vehicle service contract —

Products offered & declined Documents what was offered

Select every product you presented — declined items appear on the customer's summary as a transparent record of what was offered.

Paint & fabric protection

Key replacement & theft

Credit life & disability

Premier Auto Group · Live preview

Customer name

Vehicle will appear here

Selling price —

Monthly payment —

Products purchased

Select products above

Also text the link (optional). The recap is always emailed. Check only if the customer gave explicit consent to also receive it by text message, as required by the TCPA. View Terms

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