Welcome Wizard
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Welcome to First Fin

In the next 6 steps, your dealership will be live on First Fin. Each step takes ~1 minute.

10 Seats
3 managers + 7 sales reps. Add or remove anytime.
Shared Inventory
One lot, all reps see the same vehicles + photos.
Lead Routing
AutoTrader / Kijiji / CarCostCanada / TAQ leads auto-assign to reps.
Sarah AI · 24/7
SMS responder + voice. Monthly messaging credit included.
FB Marketplace Auto-Post
2-click vehicle listings with all photos pre-loaded.
Deal Desk + Lender Compare
All major Canadian lenders, side-by-side rate comparison.

Your Dealership

This shows up on Sarah's SMS replies, FB Marketplace listings, and customer-facing emails.

🖼️ Click to upload your dealership logo
Branding goes everywhere

Your dealership name + logo appear on FB Marketplace listings, Sarah's customer SMS signature, deal desk PDFs, and the Equifax/TD pre-qualify branding. Set it once here, it propagates everywhere.

Your Lead Inbox

First Fin gives you a unique email address. Paste it into AutoTrader / Kijiji / CarCostCanada / TAQ as a lead recipient. Every lead that arrives auto-creates a CRM row + routes to one of your reps based on the rules you set later.

How it works under the hood

Lead provider sends the lead → it lands in our IMAP-monitored Gmail → the ADF/XML body is parsed → CRM row created → routing rules fire → assigned rep gets an SMS notification. Setup time: ~5 minutes per lead source.

No technical setup required on your end — just paste the address into your existing AutoTrader / Kijiji dashboards.

Invite Your Team

Add your 3 managers and up to 7 sales reps. Each gets an emailed setup link to choose their own password. You can add more later from the Team menu.

No invites queued yet — add at least one above (or skip and invite later).

Pick Sarah's Number

Sarah texts and calls leads from this dedicated local number. Pick one in your dealership's area code — we set everything up instantly. Your subscription includes a monthly messaging allowance.

What happens when you click Claim

We instantly reserve this number for your dealership. All inbound texts and calls land in your CRM and Sarah starts answering within 30 seconds. Included in your subscription — no additional fees.

Can't find a number you like? Skip this step and call us at 587-306-6133 — we'll set one up for you.

You're Live 🎉

Your dealership is configured. Here's what to do next:

Next: Import your inventory

Install the First-Fin Extension, then visit your dealer site (e.g. yourdealer.ca/vehicles/used) and click Scan. Up to 1,000 vehicles can sync per dealership — typical lot of 200-500 imports in 5-15 minutes with full photos.

Then: Set up your routing rules

From the Lead Routing panel, decide how leads from each source (AutoTrader / Kijiji / CarCostCanada / TAQ) auto-assign to reps. Round-robin, by vehicle make, by lead source, or any combination.

Saved!