Empower Your F&I Prospects
with Insights That Matter
Turn dealer possibilities into tangible insights and make
every pitch more impactful with ProformaFi.
Turn dealer possibilities into tangible insights and make
every pitch more impactful with ProformaFi.
The ultimate platform for Finance & Insurance (F&I) agents seeking to revolutionize their approach to dealer partnerships. Our on-demand proformas empower you to present compelling financial projections that demonstrate the full potential of your clients' business strategies.
Generate detailed financial projections that illustrate various participation styles and their impact on dealer earnings.
Make informed decisions with real-time insights into product selection, sales models, and reserve pricing.
Navigate our intuitive platform with ease, allowing you to focus on closing deals and driving growth.
Whether you want to pitch to a new client or optimize an ongoing portfolio, ProformaFi allows you to select from different models and customize your scenario according to your specific dealer’s situation, providing you with the relevant insights.
Help new clients see the potential financial outcomes of engaging with your services.
A 5-year forecast showing key financial statements (Balance Sheet and P&L)
A detailed 15-page report covering various financial perspectives such as cash flow, profitability, tax strategies, and liquidity.
Estimate future claims and cancellations for portfolios that are winding down.
A quick report estimating future claims and cancellations based on key inputs.
A thorough report with charts and graphs deeply analyzing expected claims, cancellations, and other key metrics..
For managing and improving the performance of ongoing portfolios.
Helps determine reserve levels required to achieve different loss ratios for various products..
Analyzes different F&I products and shows the composition of costs and profitability for each.
Tools to help clients understand and manage borrowing needs.
Generates an amortization schedule with key loan insights like finance charges and principal midpoint.
Estimates advance amounts based on product sales and repayment timelines.