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Sample Deliverable

What you actually receive.

Every F&I Audit ends in a written findings summary — the rate reviewed against the lender’s approval, every product priced against the market, and a verdict on each line. This is what that document looks like.

Illustrative sample — figures represent a typical engagement, not a specific client.
Negotiated.
F&I Audit — Findings Summary
Vehicle2024 mid-size SUV (financed)
Amount financed$42,350
Term72 months

Financing review

Contract APR9.24%
Lender-approved buy rate7.49%
Dealer reserve identified+1.75% ≈ $2,590 over the term
VerdictRenegotiable before signing; post-signing, refinance guidance provided

Product-by-product review

ProductChargedMarket referenceVerdictEst. recoverable
Vehicle Service Contract$3,450Typical market range $1,800–$2,400Overpriced — renegotiate or cancel$1,000–$1,650
GAP Coverage$1,095Credit-union equivalent $300–$500Replace — cancel and rebuy outside the dealer$600–$800
Tire & Wheel$899Typical market range $400–$600Context-dependent — keep only if your roads justify itUp to $899
Paint Sealant$1,199Applied cost ≈ $150Cancel — unfavorable cost-to-value$1,199
Key Replacement$499Often duplicated by insuranceVerify existing coverage firstUp to $499
$3,300 – $5,600
Estimated recoverable range
5
Products reviewed
4
Cancellation paths documented

How to Read It

Four things to understand before you read your own.

The document above is short on purpose — an audit is a set of decisions, not a research paper. Each line resolves to a number and a verdict, and every verdict follows the same logic your real report will use. Producing it takes three documents from you: the retail installment contract or lease agreement, the buyers order or itemized worksheet, and the individual product contracts for anything the finance office sold you. Photos or scans are fine — turnaround is one business day from the moment the paperwork is complete, and the findings call that follows walks every line with you before you act on any of it.

01
Verdicts are per-deal, not per-product

No product is universally good or bad. GAP that’s essential on an 84-month, zero-down loan is dead weight next to a 50% down payment. Each verdict weighs your loan-to-value, term, vehicle, and existing coverage — which is why the same product can read “keep” on one client’s report and “cancel” on the next.

02
“Cancellable” means money back — with rules

Most F&I products refund pro-rata by time or mileage when cancelled, credited against your loan principal rather than paid in cash. The report flags each product’s cancellation window, the administrator who processes it, and the realistic recovery amount after any state-permitted fees.

03
Market rate is the benchmark, not sticker

A $2,800 service contract isn’t judged against $2,800 — it’s judged against what the same administrator’s contract sells for outside the finance office. The “overage” column is that spread. Rate findings work the same way: your contract APR against the lender’s actual buy-rate approval.

04
What the sample leaves out

Client identity, lender terms, and VIN-level detail are omitted here; your report includes them. The figures shown are typical of a real engagement, but the recoverable total on an actual audit runs anywhere from zero — clean contracts exist — to several thousand dollars on product-heavy deals.

05
Timing changes the recovery

Pro-rata refunds shrink every month the products stay active, and some contracts carry full-refund windows — often the first 30 or 60 days — where cancellation returns every dollar. An audit run in week two of ownership routinely recovers hundreds more than the same audit run in month eight. If a contract is sitting in your glovebox unread, sooner is measurably better than later.

06
Where our benchmarks come from

Product pricing is checked against administrator rate cards and the same coverage sold outside dealer channels; rate findings are checked against lender buy-rate approvals and published tier pricing for comparable credit profiles. Nothing in the report relies on the dealer’s own characterization of what anything cost — that’s the point of an independent audit.

What Happens Next

The report is the diagnosis. This is the follow-through.

01
Cancellation request templates

A ready-to-send cancellation request for each product flagged for cancellation or replacement, addressed to the correct administrator and worded to start the refund clock.

02
Refund tracking guidance

What a prorated refund should amount to for each product, where it gets applied (usually to your loan principal, not your pocket), and how long each administrator typically takes.

03
Lender contact instructions

Who to contact at your lender, what to ask for, and how to confirm each refund actually posted against your balance once the cancellations process.

Signed a contract and want this run on your numbers? Turnaround is one day from receiving your documents.

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