6 Ways Dealers Streamline Sales, Finance & Compliance While Staying Audit-Ready

Competition for car buyers is fierce, and the pressure to move deals quickly has never been higher. But rushing the sales process can lead to costly mistakes — especially with the FTC’s Safeguards Rule in full effect.

In this on-demand webinar, Informativ and AutoFi reveal 6 proven ways top dealers streamline the sales and finance process while maintaining compliance. You’ll learn actionable strategies to speed up transactions, protect sensitive data, and keep your dealership audit-ready without slowing down your customer experience.

By the end of this session, you’ll have practical tools to make your sales and finance process faster, smoother, and fully compliant.

Key Highlights

• 00:02 – Introduction & Compliance Overview: Understand the risks of moving too fast in sales and finance.
• 04:20 – Way 1-2: Streamline Sales Workflow: Optimize steps from showroom to finance desk.
• 10:15 – Way 3-4: Compliance Best Practices: Safeguard customer data and avoid common violations.
• 16:30 – Way 5: Finance Process Optimization: Speed approvals while staying audit-ready.
• 22:10 – Way 6 & Wrap-Up: Align your team for consistent, compliant execution on every deal.