Loan Structuring and F&I Administration Course

Course Description

  • The importance of Cash Flow to a Dealership
  • How/why Complete Credit Applications and Answers to Loan File Abnormalities Need to be Obtained During the Course of the F&I Process
  • Contracts in Transit (CIT) Management
  • Loan Underwriting and Lending Guidelines Interpretation
  • Credit Bureau Interpretation
  • Common DMV Forms and Federal Disclosure Documents
  • Various interest Rate and Rate Participation Calculation Methods
  • A/B Lending Guidelines and Structures
  • Loan Packaging for Fast Funding

Course Benefits & Learning Objectives

The F&I administration course emphasizes the importance of cash flow to a dealership. It also provides best in class procedures to minimize contracts in transit and achieve the administrative objectives to operate a successful F&I office at a dealership.

F&I Administration and Loan Underwriting training prepares individuals to be great F&I Directors and Sales Managers (Desk Managers)

“In taking this portion of this course on F&I Administration I have had the opportunity I feel to equip myself with the necessary tools and skills to eventually become F&I Director and eventually a Sales Manager at a dealership in the near future. I currently hold the position of F&I Manager and even though I have only been in this position for 14 months the material in this course has really expanded my understanding and view of F&I. Initially I was leery about this course but have come to find as I continue to go through it how excellent and up to date the information is. I would highly recommend this course to my peers in the industry.”

Derrick Pettiway, F&I Manager

F&I Administration makes existing Sales Managers even better!

“I rate this course Excellent, It provides insight on information and best practices to generate the most income, and deal structures that are the most beneficial to the consumer.”

Justin Hauglum, Sales Manager

F&I Administration and Loan Underwriting helps salespeople sell more cars and prepare files more completely for F&I and the Desk

“This course has shown me how banks look at and process information. It has also shown me how important every bit of information we can gather about the customer and their situation, can and will improve our chances of getting a deal bought the first time around. With this information the deals that become unwound should be minimized. The finance office should have a constant problem-free flow of deals to the banks. The C.I.T. rate should be very low.”

Joe Moss, Professional Salesperson

A thorough knowledge of loan underwriting increases revenue opportunities

“The course helps both Aloha Kia and myself to understand my role as an Finance Manager so that I may represent Aloha Kia to the best of my abilities. This course will also increase the revenue to both Aloha Kia and myself.”

Myron Nakayama, Finance Manager

Student Ratings


F&I Administration - As of January 31, 2019, 99.62% of students have rated this course positively and 98.46% would recommend this course to others.