FIRST-FIN Platform — Integrated

FIRST‑FIN

DEALER PLATFORM

Explore the full platform with sample data

FIRST‑FIN ◆ DEALER

PLATFORM v1.0

Vehicle

Customer

Structure

F&I & Pay

Review

Vehicle Selection

Vehicle Description

Stock #

VIN (Last 8)

Odometer (km)

Condition

Type / Trim

Customer Information

Customer Name

Phone

Beacon Score

Monthly Income

Existing Obligations/mo

Deal Structure

Selling Price ($)

Doc Fee ($)

Trade Allowance ($)

Trade Payoff ($)

APR (%)

GST Rate (%)

GST Amount

Final Down Payment ($)CHOSEN

Total Out-the-Door

$0.00

Down Payment

Amount to Finance

Trade Analysis

ACV / Market Value ($)

Condition Adjustment

Safety Inspection ($)

Reconditioning ($)

Total Recon Cost

Adjusted ACV

Trade Equity / Deficit

Payment Grid

Down Payment	48 Months	60 Months	72 Months	84 Months
Enter deal details to calculate payments

Rate Comparison — Same Deal, 3 Rates

Buy Rate (%)

Contract Rate (%)

Max Rate (%)

Term	Buy Rate	Contract	Max Rate
Enter deal details above

F&I Protection Package

Payment @ 72 Months

Vehicle Only$0.00

+ GAP Insurance$0.00

+ GAP + Warranty$0.00

+ All Protection$0.00

FULLY LOADED $0.00

Products Offered — Check to Confirm Sold

Vehicle Service Contract (VSC) +$0.00/mo

Customer Price ($)

GAP Insurance +$0.00/mo

Customer Price ($)

Tire & Wheel Protection +$0.00/mo

Customer Price ($)

Walk Away Insurance (WA) +$0.00/mo

Customer Price ($)

✓ Confirmed Deal

No products selected

Total Financed

F&I Added

Empty

No deal saved yet.

Empty

No deal saved yet.

Empty

No deal saved yet.

Vehicle Inventory

0 vehicles

	Stock #	Year	Make	Model	Type	Mileage	Price	Book Val	Condition	Action

All-Lender Comparison Engine

Select a vehicle to instantly rank every lender — best to worst.

LIVE COMPARISON ENGINE

Select Vehicle (Stock #)

Down Payment ($)

Trade-in ($)

Add-ons / Fees ($)

Term (months)

Contract Rate (%) for gross calc

Beacon Score

Gross Monthly Income ($)

Existing Monthly Obligations ($)

Book Value Override ($) — overrides inventory book value for LTV calc

Condition

BK / Proposal Include GST

Co-Applicant

Co-App Beacon Score

Co-App Monthly Income ($)

Select a Vehicle to Begin

Choose a stock number above to instantly compare every lender side by side

Tip: Use the Check All Lenders button from the Deal Desk to auto-populate this screen.

Total Deals

This Month

This Week

Today

Product Penetration

VSC

0 of 0

GAP

0 of 0

T&W

0 of 0

Revenue

Average PVR$0

Total Backend$0

Monthly Target Tracker

Monthly Target (deals)

Done

Target

Complete

—

Pace

Days left: — | Needed/day: —

TEAM ACTIVITY

Per-rep CRM ownership, deals logged, last seen

—

Total Leads

—

Unassigned (Pool)

—

Inventory

—

Active Members

LEAD ROUTING

How inbound ADF leads (AutoTrader, Kijiji, CarCostCanada, TAQ) auto-assign to your reps

Add Rule

Type

Sources (comma-separated)

Reps (leave blank = all)

Label

DT SYNC

Dealertrack Auto-Scraper · Pushes directly to CRM

DT Sync Setup

DT Sync connects directly to your Dealertrack account and pulls contacts and deal data automatically into your CRM.
Setup takes about 15 minutes with our team — reach out and we'll get you live.

587-306-6133 Text Us

Checking bridge on localhost:5001...

Waiting to start... 0%

—

Contacts Captured

Deals Processed

Skipped (No Data)

—

Deals Remaining

Pushed to CRM

Captured Contacts

No contacts yet

Live Log

Waiting for bridge on localhost:5001...

SARAH AI

SMS Outreach · Conversations · Voice · Analytics

—

Customers

—

Conversations

—

Messages

—

Appointments

—

Callbacks

Loading conversations...

Customers who booked an appointment through Sarah

Loading appointments...

Customers who requested a callback

Loading callbacks...

Launch Sarah — Send Outreach SMS

Phone Number

Outreach Type — controls which Sarah script runs on replies

Opening Message

💡 Dealer name auto-fills when settings are loaded. You can edit this message freely.

0 characters

Manual Reply to Existing Customer

Customer Phone

Message

Upload Contact List

CSV / Excel

Drop file here or click to browse

Format: Name, Phone (one per row) · .csv .xlsx .xls

Bulk Controls

Single Voicemail Drop

Phone Number

Customer Name

Message Script (use {name} for customer's name)

Bulk Voice Campaign

Pulls from CRM. Each call spaced 10 seconds apart to avoid carrier flags. Customer can press 1 to connect live.

Message Script (use {name})

Target CRM Status

Conversion Rate

—

Response Rate

—

Avg Msgs/Conv

—

per conversation

This Week

—

Top Vehicle Types

Budget Distribution

Lead Sources

No source data yet

Stop Reasons

No stop reason data yet

Inbound voicemails with auto-transcription. Requires inbound call routing configured.

Click Refresh to load voicemails.

FIRST FINANCIAL

YOUR VEHICLE

Professional Financing Available

FIRST FINANCIAL

VEHICLE PURCHASE & FINANCING WORKSHEET

Vehicle

Description—

Stock #—

VIN (Last 8)—

Odometer—

Condition—

Customer

Name—

Phone—

Email—

Financial Summary

Selling Price—

Doc Fee—

Trade Allowance—

Trade Payoff—

GST—

APR—

TOTAL OUT-THE-DOOR

—

Payment Options

F&I Protection Package

Vehicle Service Contract—

GAP Insurance—

Tire & Wheel—

Walk Away Insurance—

Customer Signature / Date

Sales Representative / Date

Payments are estimates. Actual rate and terms subject to lender approval. All prices in CAD. GST included. Additional fees may apply. This worksheet does not constitute a binding agreement.

Saved!

FIRST-FIN SETUP

WELCOME

Let's get your platform set up. Takes about 3 minutes — you can always update these in Settings later.

Your Dealership

This is how you appear to customers and inside the platform.

Dealership Name

Your Name

City & Province

Notification Phone (Sarah texts you here on new leads)

Facebook Marketplace Poster

No inventory loaded yet. Use the FIRST-FIN Chrome Extension to scan your dealership website and sync your vehicles, then come back here to post them to Facebook Marketplace.

Need help? Contact First-Fin — we'll walk you through setup.

587-306-6133 Get Set Up