Most dealerships treat the Sales → F&I handoff like a simple escort, when it’s actually a make-or-break trust moment. Here's a repeatable, 60-second warm handoff system – scripts, a minimum checklist, and a lightweight manager cadence.

In this guide, we’ll lay out a trust-first process that starts before the customer reaches the box, keeps payment integrity intact, and uses a simple menu + scripts + scorecard to improve acceptance without hurting CSI.