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F&I Intelligence

Deliver Compliant, Profitable F&I Processes

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Compliant, customer-focused finance and insurance processes

FCA-ready finance and insurance workflows that boost performance. F&I Intelligence from Pinewood.AI transforms finance and insurance from a compliance headache into a seamless, revenue-driving experience.

Our workflows ensure every step is fully documented, legally sound, and delivered with complete transparency — while giving customers clear, simple options.

Drive Compliance and workflows with

F&I INTELLIGENCE
Capture detailed demands and needs statements
Use qualification questions to present only suitable products
Timestamped evidence of all decisions and interactions
Automatically generate compliance documentation

Meaning your dealerships meets regulatory requirements while customers gain confidence that products are tailored to their needs, creating a transparent, customer-friendly experience.

Cuts out irrelevant options so you can focus on the most suitable products clearly and confidently.

Creates an audit trail to demonstrate compliance, protecting your dealership and the customer.

Standardized documents ensure every customer interaction is recorded properly, without gaps or errors. Keeping your dealership fully documented and transparent.

Smarter Product Presentation

Personalized, engaging F&I sales. Turn complex product options into clear, tailored packages customers can trust.

Key workflows supported:

  • Show only the products customers are eligible for based on their answers
  • Provide rich media support — including PDFs and explainer videos
  • Track and timestamp when customers view product information
  • Offer menu-based packages (Gold, Silver, Bronze) for easy comparison
  • Display real-time monthly payment impacts as products are added or removed

Seamless Provider Integration

Reduce errors and speed up registration. Cut out double-keying and ensure products are active from day one.

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Partnerships

Direct integrations with leading F&I product providers

Automations

Automatic product registration at vehicle handover

Real-time

Instant confirmation of coverage and product activation

Digital Documentation & Signing

A single, efficient signing experience. Deliver compliance and customer convenience in one smooth step.

Create all compliance documents automatically

Removing admin from your dealership, freeing advisors to focus on the customer instead of paperwork.

Capture digital signatures with full legal validity

Legally binding e-signatures meet regulatory standards, protecting the dealership.

Complete a single signing ceremony covering all products and agreements

Instead of signing multiple forms, clients complete everything in one smooth, consolidated step. Customers enjoy a simple, one-and-done signing experience.

Maintain a complete audit trail for regulatory protection

Dealerships and customers feel assured knowing the purchase is fully documented and transparent. 

Digital Documentation & Signing

Create all compliance documents automatically

Removing admin from your dealership, freeing advisors to focus on the customer instead of paperwork.

Capture digital signatures with full legal validity

Legally binding e-signatures meet regulatory standards, protecting the dealership.

Complete a single signing ceremony covering all products and agreements

Instead of signing multiple forms, clients complete everything in one smooth, consolidated step. Customers enjoy a simple, one-and-done signing experience.

Maintain a complete audit trail for regulatory protection

Dealerships and customers feel assured knowing the purchase is fully documented and transparent. 

Why Dealerships Choose F&I Intelligence

Ensure full FCA compliance with zero manual complexity

Present products transparently for higher customer confidence

Increase profit margins with intelligent packaging and real-time calculations

Reduce admin and errors with integrated, automated workflows

Transform F&I from a compliance burden into a profit center.

With Pinewood.AI F&I Intelligence, every deal is faster, cleaner, and more profitable.

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