'Simple' isn’t usually the word that comes to mind when it comes to F&I, but why can’t it be? If there’s anything you can do to make your job easier, you’re going to do it. And if it also makes things easier for your customer to get into the right vehicle at the right payment and term, even better, right?

Rates and Residuals for Desking users can simplify the deal process by getting up to 32 payment options at once. Too many? You can do 8 or 16. The choice is yours. Here’s how:

1. Select Print> Proposals from the toolbar in the Worksheet screen.
This opens the defaulted Matrix Proposal screen, Cash and Term Proposal Options. Here, you can switch option 1 for option 2 if needed by clicking the arrow button in the center.

2. Click on the Get Residuals button for the lease deal type.
This automatically populates the money factor and residual data.

3. Click the Payments button to see the Matrix Proposal.
This shows up to 32 payment options for your customer to interactively view and choose from.


4. Choose the desired payment.
This displays the Create and Update scenario buttons, giving you the option to add up to 6 additional new deals or update the existing deal scenario.

For a hard copy of the proposal, click Print for a professional printout to review with your customer.

Your customers want a good deal and you just want to keep it simple. The Matrix Proposal in Desking gives you both in these short steps.