Empower Your F&I Prospects
with Insights That Matter

Turn dealer possibilities into tangible insights and make
every pitch more impactful with ProformaFi.

Welcome to 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. 

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Dynamic Pro Forma Creation

Generate detailed financial projections that illustrate various participation styles and their impact on dealer earnings.

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Real-Time Analysis

Make informed decisions with real-time insights into product selection, sales models, and reserve pricing.

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User-Friendly Interface

Navigate our intuitive platform with ease, allowing you to focus on closing deals and driving growth.​

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Customizable Scenarios​

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.

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Our Models

Make your F&I Pitches Stand Out.

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