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Finance Simplified

Total questions: 6

Worksheet time: 3mins

Name
Class
Date
1.

Before a customer goes to CarMax.com, they've decided:

a)

I want a vehicle

I need a vehicle

b)

To sell a car

c)
to research car prices
d)
to visit a different car website
2.

If a customer starts online they can?

a)

Transfer a vehicle

b)

Hold a vehicle

c)

Pre-Qual

d)

All of the Above

3.

Is the vehicle dose not fit their budget, what tool should you use?

a)
Budget calculator or financial planning tool
b)

pre-qual

c)

FBS

d)
Investment portfolio
4.

Is the customer is going through Outside Financing, what tool should you use to compare rates?

a)
Retirement savings calculator
b)

Pre-Qual

c)
Mortgage payment calculator
d)
Car loan calculator
5.

What should you invite the customer to complete at your desk before they browse the lot?

a)
Start a game of chess
b)

Complete a pre-qual

c)
Watch a movie
d)
Take a nap
6.

When discovering a customers budget, what should you use to introduce a pre-qualification?

a)

Power Statements

b)
Bank statement
c)
Income verification
d)
Credit score