Webinars

On-demand sessions with our Training Team detailing best practices across the platform.

Mon 11-11:45AM CST

AutoFi Training: Welcome to AutoFi Monday AM Session

Mon 1-1:45PM CST

Closing Deals at First PencilĀ 

Fast Track Your Customers to YES, as AutoFi removes the back and forth in the typical sales process that erodes profitability

Tues 10-10:45 AM CST

AutoFi Training: Welcome to AutoFi Tuesday AM Session

The power to engage online prospects, Leads, and Showroom Customers is in your hands. Join this webinar for new individual users and learn how to get the most from AutoFi.

Wed 12-12:30PM CST

AutoFi Training: Increasing BDC Performance with Real Deals

AutoFi has been elevating BDC performance for years. From Phone Ups to Upgrading Opportunities in your CRM: AutoFi delivers real deals that result in real sticky appointments.

Thurs 2-2:45PM CST

AutoFi Training: Welcome to AutoFi Thursday PM Session

The power to engage online prospects, Leads, and Showroom Customers is in your hands. Join this webinar for new individual users and learn how to get the most from AutoFi.

Resources

PDFs documenting how to best drive sales and profits with AutoFi.

AutoFi Desking Enhancements

How to Add a New User

Elevating a Phone Up into an
AutoFi Digital Deal

Navigating the AutoFi Dealer Portal

AutoFi Notifications in your CRM, and What the Customer Sees

AutoFi as a Follow-Up Tool

How to Respond to an AutoFi Digital Deal, Digitally

Videos

In-depth looks at the platform in action for the entire firm.

April 5, 2023

Close Deals at First Pencil

March 27, 2023

Minimize BDC Anxiety about Payments and Maximizing Performance

March 27, 2023

Supercharge your Needs Analysis with AutoFi