Finance First Operating System

Finance First Operating System

Run your whole process in one place.

Leads, pipeline, dashboards, templates and tools for all ten steps, with training and coaching built in. Built on GoHighLevel and ready for your team.

Dealer LoginAsk for a walkthrough

What is inside

One login. The whole department.

Leads and pipeline

Every lead from first contact to delivery, with the stage and the next step always visible.

Dashboards

See what your team is doing, what is moving and what is stuck, without chasing anyone.

Templates and checklists

The Finance First checklists and forms your team needs, ready to use and print.

Scripts and tools

Smart Scripts and tools for each of the 10 steps, from the Client Interview to Delivery.

Automations

Follow-up that runs on its own so no lead and no past customer is forgotten.

Training and coaching

On-demand video, live process coaching and a community, all inside your login.

Built for the process

Ten steps. Four phases. One system.

Phase one

Intake and qualification

  1. 1Contact, meet and greet
  2. 2Client interview
  3. 3Credit consultation
  4. 4Trade appraisal

Phase two

Pre-approval and analysis

  1. 5Pre-approval
  2. 6Smart Match™

Phase three

Selection, close and funding

  1. 7Presentation and demo
  2. 8Price and payment close
  3. 9Documents and funding

Phase four

Delivery

  1. 10Delivery

See it in action

Ask for a walkthrough.

Tell us about your dealership. We will show you the Operating System and how it fits the way your team sells.

Ask for a walkthrough

About two minutes. A real person follows up.

What do you sell?
What do you want the Operating System to fix for you?

No pressure and no obligation. We never sell your information.

Put the process where your team works.

One login for leads, tools and training.

Talk with usGet the Blueprint

Know before you show.