Dealership Teams and Workflow
Digital Retail Platform (DRP) Features
Deal Structuring and Incentives
Onboarding & Implementation Phases
F&I, Loan, and Lease
100

This team member is the first point of contact for car buyers, conducts a needs assessment, and helps with test drives.

Who is the salesperson?

100

DRP stands for...

What is Digital Retail Platform?

100

This portion of the initial sale process specifies the make, model, year, mileage, and condition of a possible trade-in.

What is the trade-in appraisal?

100

This document is suggested that the dealers provide with redacted information for validation.


What is a completed 553 form?

100

This field in the customer profile will set the correct tax rate.

What is the zip code?

200

Which manager is responsible for structuring deal terms and handling initial pricing, trade-in, and financing preferences?

Who is the sales manager?

200

This feature in the DRP automatically pulls in DMV fees based on the customer's location

What is Galaxy?

200

This type of incentive is described as a direct financial offer from OEM to the dealer to encourage inventory clearance.

What is Dealer Cash (Customer Cash)?

200

This platform tracks every milestone and status during DRP onboarding.


What is D360?

200

The main financial advantage of leasing a vehicle versus buying?

What are lower monthly payments due to paying for depreciation only?

300

This manager presents F&I products, completes paperwork, and ensures compliance during the purchase.

Who is the F&I manager?

300

This is a unique aspect of the CarBravo Warranty Form.

What is auto-populate via API?

300

This fee is often charged if the car is returned at the end of a lease.


What is a disposition fee?

300

In DRP 2.0 onboarding, this role is responsible for champion sign-offs and weekly check-ins.

Who is the DIM (Dealer Implementation Manager)?

300

This unique number helps identify a vehicle in inventory. 

What is a stock number?


400

Name one key responsibility of the support team in modern digital retail dealerships.


What is keeping the customer experience smooth, handling questions, tech, and follow-ups?

400

This feature allows customers and staff to securely sign documents within DRP.

What is e-signature/e-contracting?


400

This section controls how cash down and rebates are used for negative equity for trade-ins.

What is working cash settings?

400

The accquisiton fee for leases is entered in this module.

What is lender set up?

400

What setting in F&I Setup> product pricing allows for a set dollar amount regardless of term in the product pricing section?


What is Flat amount markup?

500

What’s the benefit of a collaborative dealership process involving Salespeople, Sales Manager, and F&I?

What is a smoother sales experience and higher customer satisfaction/sales success?

500

DFE setup allows for what?

What is allows the dealer to select credit application routing settings?

500

These two financial figures are used to calculate a lease’s depreciation charge.


What are Capitalized Cost (Cap Cost) and Residual Value?

500

This key activity occurs during Phase 2: Onboarding Implementation.

What is User Settings Review & Sign-Off or Deal Gathering/Validation?

500

Name at least three F&I products a manager might present to a customer.

What are extended warranties, tire and wheel protection, service contracts, anti-theft, key replacement, dent/ding, and roadside?

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