Checklist
What phase on the checklist is the lien filed?
Phase 2
If a deal was resigned to a different bank, what do I need to get in order to correct the bank information
The lien release
Name 2 of the 4 items on the monthly finance assistant routine.
1. scan dead deals
2. scan test drive agreements
3. help with ally audit
4. mso audit
We are a _____________ of people __________ people in the ___________ industry and being the best at it.
company, developing, automotive
What checklist does the finance manager use?
The list on the front of the deal. The deal jacket
Where do I log the road to recovery?
The variable scoreboard- r2r page
Name 2 of the 5 items on the finance assistant closing routine.
1. complete ups
2. run heat sheet to verify all deals are pushed
3. complete check out on variable scoreboard
4. file todays completed deals
5. clock out
Gossip/Drama: Push the ______up and the positives down.
negatives
Name 4 items/packets that we scan separately into the deal jacket
1. cash down
2. rebate jacket
3. sold jacket
4. cancellation
5. drac rental agreement
6. check request
7. grade a deal
8. full packet
Who do I send my road to recovery to once it is completed?
What time should morning numbers be entered in the variable scoreboard?
10:15- after save a deal
Process loyal: We become __________in the basics and commit to doing the ordinary things extraordinarily well.
brilliant
Name 2 things should we do if a deal is missing items
1. complete the entire checklist for phase 1
2. Update deal notes
3. return to finance
How do we know when a road to recovery is required?
There was a resign to a finalized deal
If a deal is missing the payment on the cover- what should we put in the payment cover line on the bubble sheet?
Base payment on the menu
Name 3 of the 5 core values
1. coaching
2. process loyal
3. integrity
4. growth mindset
5. attitude
Name 4 items on the non negotiable list in phase 1.
1. DL
2. Insurance
3. Trade docs
4. DNS list
5. Contract and buyer order match
6. Cash down
7. Verify vin in deal matches
Name 5 specific changes that you would look for in the road to recovery
1. bank
2. customer names
3. new/used status
4. term
5. rate
6. products added
7. products deleted
8. vehicle changed
9. marked new/used incorrectly
Where is the yield report pulled and who is responsible for bringing it.
Name 3 of the enemies of culture.
1. poor communication
2. gossip
3. wisdom- it isn't what they say about you its what they whisper
4. unresolved disagreements
5. lack of shared purpose, priorities and like vision
6. tolerated incompetence