Compliance Forms - One Signing Ceremony

The e-signing ceremony of compliance forms for dealers who only use the signing ceremony at sales department.

Step #1 Prepare the transaction for the signing ceremony. 

Select the appropriate Financing Type and whether the deal is LBO. 

2 Assig staff members:

• sales rep
• sales manager
• finance manager

3. If the dealership is generating initial Purchase Ordre via TDC - enter the deal information: vehicle sale price (retail)/lease term & monthly payment (lease), rebates, down payment, sales tax, trade dollar amount, we owe. 

3.Add Vehicle For Purchase Info.

Click "Add" under the Vehicle For Purchase Section, start typing the Stock # (ensure the CAPS LOCK is ON), the vehicles selection from your inventory will open - select the vehicle. 

4. Add Vehicle For Trade Info (if there is one)

Step #2 Pre-Purchase Forms - Request Signatures

Dealer Rep Request Signatures of  Pre-Purchase Forms

Step #3 Customer Signs Docs

1. Customer logs into EXISTING TRANSACTION (on the kiosk)

2. Customer clicks on "E-Sign" Pre-Purchase Docs

3. Customer goes through the signing ceremony.

When the ceremony was complete, the uses will see two  indicators on the dashboard. 

The checkmark will appear next to the "Pre-Purchase Forms" 

And the Status will turn "F&I Ready"

Customer goes to the F&I office. When the transaction is finalized:

Step#4 Mark Transaction as "Delivered"

The status will turn "Delivered"