Co-Buyer
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      How to Add a Co-Buyer

      Learn how to invite co-buyers from the Dashboard or Buyer Portal.

      Adding a co-buyer in TDC ensures both parties complete their required steps and have access to their own documents. A co-buyer must always be linked to the existing transaction—never as a separate one.

      Adding a Co-Buyer from the Dealership Dashboard

      1. Navigate to the Dashboard and open the transaction where the co-buyer should be added.

      2. Locate the Co-Buyer section inside the transaction file.

      3. Enter the co-buyer’s:

        • First and Last Name

        • Email Address

        • Cell Phone Number

      4. Click Add Co-Buyer.

      The co-buyer will automatically receive an email invite. This email will contain the link to the Buyer Portal, which they can access with a one-time password (OTP) sent to their cell phone number.

      Adding a Co-Buyer from the Buyer Portal

      1. The primary buyer logs into their Buyer Portal.

      2. From within the transaction, they select the option to Add Co-Buyer.

      3. The primary buyer enters the co-buyer’s first and last name, email address and cell phone number.

      4. The co-buyer will automatically receive an email invite. This email will contain the link to the Buyer Portal, which they can access with a one-time password (OTP) sent to their cell phone number.

      Co-Buyer Login and Flow

      • Once added, the co-buyer logs into their own portal with their email and OTP,  whether on the kiosks (exiting transaction) or from home. 

      • They will go through the same onboarding flow, including:

        • Providing consents (communication, privacy, test drive, etc.)

        • Uploading ID images (front and back)

        • Completing compliance requirements

        • Signing their own set of Pre- and Post-Purchase forms

      Important Notes

      • Co-buyers must always be added to the existing transaction. The TDC system cannot merge two independent transactions.

      • If both buyers are in the dealership, the co-buyer can complete their flow using a second kiosk.

      • If remote, the co-buyer simply logs in from home through their Buyer Portal.