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Services

Smooth Sailing with Our F&I Expertise: Navigating Your Boating Dreams!

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1-on-1 F&I Coaching

Our one on one training program for Finance Managers is tailored to meet the specific needs of each individual. Whether you are new to the industry or a seasoned veteran, our personalized coaching will provide you with the knowledge and skills necessary to succeed in your role. We also offer specialized training for closing assistants who require a unique set of skills.

 

Our program covers a wide range of topics, including properly structuring a deal for financing, offering of back-end products, process implementation, budgeting, and compliance. Our experienced trainer will work with you to identify your strengths and weaknesses, and develop a personalized training plan to address your specific needs.

Dealer Assessments 

We offer a unique service that helps dealerships improve their F&I operations by providing a comprehensive action plan tailored to their specific needs. Our F&I expert conducts a thorough assessment of the dealership's F&I operations during an onsite visit, which typically takes 1-2 days to complete. The assessment covers a range of areas, including sales, marketing, finance, and customer service, among others.

 

Overall, our service is designed to help dealerships improve their operations and achieve greater success in a highly competitive industry. Whether you choose an onsite or virtual assessment, you can trust that our consultant will provide you with valuable insights and actionable recommendations to help you achieve your goals.

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Group Virtual Classes

We offer a virtual class every month on highly sought-after topic to assist Finance Managers in performing their jobs more effectively. These classes will cover a range of relevant topics and will be designed to provide actionable insights and practical strategies for success. Stay tuned for further details on our website under the services section. We look forward to empowering Finance Managers with the tips and knowledge they need to thrive in their roles.

Boat Titling and
Registration

We specialize in helping boat owners obtain the necessary documentation to legally operate their vessels on Florida's waterways. Our team of experts is well-versed in Florida's laws and regulations concerning boat titling and registration, and we are committed to providing our clients with a seamless and stress-free experience. Whether you are a first-time boat owner or looking to renew your registration, we are here to assist you every step of the way.

 

We offer a variety of services, including boat title transfers, registration renewals, and assistance with lost or damaged registration documents. Our streamlined process ensures that you receive your documentation in a timely manner, allowing you to get back on the water as soon as possible.

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USCG Documentation

Our Boat USCG Documentation service is designed to help boat owners register their vessels with the United States Coast Guard (USCG) in a fast and efficient manner. With our service, you can complete the documentation process quickly and easily, avoiding the hassle and confusion that often accompanies this important step.

 

We will assist you in obtaining the necessary documentation for your vessel, including abstract pulls, a Certificate of Documentation and a USCG registration number.

 

With our Boat USCG Documentation service, you can rest assured that your vessel is properly registered and compliant with all USCG regulations. Contact us today to learn more about our services and how we can assist you in documenting your boat with the USCG.

Insurance Sourcing

We offer insurance sourcing services to help boat owners find the best insurance policies for their unique needs. We work closely with a network of top insurance providers to identify and compare coverage options, ensuring that our clients receive the most competitive rates and comprehensive coverage available. Our streamlined process makes it easy to find the right policy for you. With our insurance sourcing services, you can rest assured that you're getting the best value for your insurance investment.

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Build Lender Portfolio

Looking to build your recreational lender portfolio but don't know where to start? Our service provides expert assistance and guidance to help you achieve your goals. We understand the complexities involved in creating a successful recreational lender portfolio and will work with you to create a personalized collection that suits your customers needs. We will help you navigate the lending enrollment process, from identifying potential lenders to learning how to secure financing. With our help, you can build a strong and diversified portfolio that will help you achieve your indirect financing goals. Contact us today to learn more about how we can assist you in building your recreational lender portfolio.

Recruitment

Looking for assistance with recruiting and hiring top-quality F&I professionals for your boat dealership? Look no further! We specializes in connecting boat dealers with experienced and skilled candidates for F&I positions. We understand the unique challenges of the boating industry and have a deep understanding of the skills and qualities required for success in these roles. With our proven recruitment strategies and industry expertise, we can help you find the right candidate to take your dealership to the next level. Contact us today to learn more about how we can help with your F&I recruitment needs.

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Private Sale Assistance

We provide expert assistance with the paperwork involved in private boat sales. Our team has extensive knowledge and experience in navigating the complex administrative requirements involved in boat sales, ensuring that the process is smooth, efficient, and hassle-free for our clients. Whether you're buying or selling a boat, our services can help you avoid common pitfalls and ensure that all necessary documentation is completed correctly and on time. Trust us to handle the paperwork, so you can focus on enjoying your new vessel or making a successful sale. Contact us today to learn more about how we can help with your private boat sale.

Notary Services

As a licensed notary public and a bonded Remote Online Notary 

in the state of Florida, we can provide a reliable and efficient service to ensure your boat closing documents are legally binding and enforceable. Whether you are buying or selling a boat, we are here to help you complete the transaction smoothly and hassle-free. Our notary services are available for all types of boats, including powerboats, yachts and more. We offer flexible scheduling to accommodate your busy lifestyle and can come to you, wherever you are in Florida. Don’t let the hassle of paperwork get in the way of your boating experience. Le us take care of the details and provide you with the peace of mind that comes with knowing your boat closing documents are properly notarized. Contact us today to schedule an appointment and take the first step towards a successful boat closing.

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Not sure what you need?

We understand that navigating the world of F&I services can be overwhelming, and you may not always know exactly what you need. That's why we encourage you to reach out to us directly, so we can help you determine the best solution for your unique situation.

 

We are a professional service provider that offers a wide range of F&I solutions to meet your needs. Our experts are experienced in various fields and are committed to delivering exceptional results.

 

Whether you're looking for assistance with a specific project or seeking ongoing support, we are here to help. We offer a personalized approach to service delivery and are dedicated to ensuring your satisfaction every step of the way.

 

Don't hesitate to contact us today to learn more about our services and how we can help you achieve your goals. We look forward to working with you!

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Si, Hablo Espanol!

Looking for a bilingual professional who can communicate with you seamlessly in both English and Spanish? Look no further! Our service provider is fluent in both languages and can provide you with the high-quality service you deserve, regardless of which language you prefer to use. Whether you need assistance with translation, interpretation, or any other language-related service, our bilingual expert is here to help. Don't let language barriers stand in your way - let us help you bridge the gap and achieve your goals!

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