CDI module
CDI brings the financing application, customer, vehicle, lender workflow, documents, and deal together in one place.
Capture the customer’s application once, keep it connected to the vehicle and deal, and work with the lenders and financing partners your dealership uses without rebuilding the same customer information across separate systems.
Capture the customer’s financing information once and keep it available for the supported lender and financing workflows your dealership uses.
The application remains connected to the customer, vehicle, documents, and deal so your team can see the financing history where the transaction is actually being worked.
Customers can begin a financing application online before arriving at the dealership, giving your team a head start while keeping the application connected to the dealership workflow.
Connections
Connect CDI with the financing partners and services your dealership already uses. Only connections currently enabled for dealer use appear below. 2 financing connections currently available.
Send a deal to every lender you work with from one application. Structures, decisions and conditions come back into the deal, so you are comparing offers instead of chasing portals.
Your own Financeit account, connected to CARF. Offer consumer financing on a deal and send the application without leaving it, and keep the decision with the deal it belongs to.
Connected workflow
A customer should not have to start over every time the dealership works with another financing partner.
CDI keeps the financing application connected to the customer and deal so supported lender and provider workflows can use the information already captured.
Financing works alongside the same customer, vehicle, deal, and document information used throughout CDI.
Activation
CDI Financing is included with CARF Dealer Intelligence.
Dealerships can use the core financing workflow and activate supported lender, bureau, and financing-provider connections as they become available to their dealership.
CDI does not charge an additional connection fee for supported financing connections.
Some third-party providers may require their own dealership account, approval, subscription, transaction fees, bureau charges, or commercial agreement.
CDI Financing does not carry an additional CDI connection fee.
Supported lender and financing-provider connections can be enabled without an additional CDI connection charge.
Third-party provider fees, lender agreements, bureau charges, or account costs — where applicable — remain separate and are determined by the provider.
Capture the application once and work from the same customer and vehicle record.