Finance Video Review
What Store is Being Reviewed?
*
Please Select
DODGE
CHEVY
Deal # or Stock #
Customer Name
*
First Name
Last Name
Finance Manager:
*
How did we greet the customer?
Customer Information Verified?
*
Rows
YES
NO
COMMENTS?
Correct Spelling?
Address?
Email Address?
Verified who's driving the car?
*
Please Select
Yes
No
Who is making payments (If cosign or for someone else)?
*
Please Select
Yes
No
Verified Trade Information?
*
Rows
YES
NO
COMMENTS?
Ask for Trade Title
Name Titled In
Tribal Title
Who is Payoff To
Talked About Payoff Timing
Verified Credit Application?
*
Rows
YES
NO
COMMENTS?
Social Security Number?
Birthdate?
Job Time?
Income?
Additional Income?
Presented Menu?
*
Rows
YES
NO
COMMENTS?
Stated Base Payment?
Stated More Options Available?
Presented Packages?
PRESENTED FINAL MENU?
Verified All Reg Z Boxes on the Contract?
*
Rows
YES
NO
COMMENTS?
Rate?
Term?
Payment?
Finance Charge?
Total of Payments?
Total Sales Price?
Amount Financed?
Disclosed Signature Lines?
*
Rows
YES
NO
COMMENTS?
Contract?
Buyer's Order?
Did The Customer Buy a VSC -or- Any Other Products?
*
Rows
YES
NO
TIMES ASKED
COMMENTS?
VSC
0
1
2
3
4
5
Other
0
1
2
3
4
5
New or Pre-Owned?
*
Please Select
New
Pre-Owned
Was The Survey Discussed?
Rows
YES
NO
COMMENTS?
Discussed?
Any Other Notes/Comments?
Submit
Should be Empty: