Dealership WorkflowDealership operations blog
Plain-language guides for dealers, F&I managers and office staff on the work between the CRM and the DMS: deal jackets, contracts in transit, F&I cancellations, the FTC Safeguards Rule and going paperless. Written by William, founder, with 27.5 years in the car business and 24 in F&I.
Dealership Operations
What Is a Digital Deal Jacket? A Guide for Car Dealerships (2026)
A digital deal jacket is the online version of the paper deal folder. What goes inside, how it compares to paper, and what to look for in digital deal jacket software.
Updated · 11 min read
Dealership Technology
CRM vs DMS vs Deal Workflow Software: What's the Difference for Car Dealers? (2026)
Dealership CRM vs DMS vs deal workflow software, side by side: what each one manages, what each costs, and the gap between the CRM and the DMS where the deal itself lives.
Updated · 12 min read
Dealership Operations
Paper Deal Jacket Cost: What Paper Really Costs a Car Dealership (2026)
Paper deal jackets cost a 100-deal-a-month dealership $50,000-$200,000+ a year in filing labor, storage, misfiled documents, delayed funding and Safeguards Rule risk. Full breakdown and calculator.
Updated · 10 min read
F&I Management
How to Track F&I Cancellations and Chargebacks: A 7-Step System for Dealers
How to track F&I cancellations and chargebacks in 7 steps: one log, refund status, results by F&I manager, refund math checks and a monthly review. Real math from 24 years in F&I.
Updated · 12 min read
Safeguards Rule
FTC Safeguards Rule for Auto Dealers (2026): Requirements, Fines and Common Failures
What the FTC Safeguards Rule requires of car dealerships in 2026: the 9 requirements, fines up to $46,000 per violation per day, the most common failures, and a 7-step plan.
Updated · 10 min read
Guide
How to Go Paperless at a Car Dealership: A 5-Step Guide (2026)
How to go paperless at a car dealership in 5 steps: pick a platform, set up roles and checklists, start with new deals, train the team, and phase out the filing cabinet.
Updated · 8 min read
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