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

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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