How to Switch Roles Between Primary Buyer and Co-Buyer?

Step-by-step guide to swapping primary and co-buyer roles in a transaction.

Switching Roles in a Transaction

1. On the Dealership Dashboard, open the transaction file.

2. Go to the Deal section.

3. Click on the Deal Scenarios button (This button only appears if a co-buyer is already added)

4. Select Scenario 1 – Switch Roles.

   • This makes the primary buyer the co-buyer, and the co-buyer the primary buyer.

Important Things to Know

• Forms Must Be Re-Executed

  • If either consumer signed forms before switching, a new set of forms must be executed.

  • The old forms will be removed from both the Deal Jacket and the Digital Glove Box.

• Forms Completion Indicator Resets

  • After switching, the forms completion indicator will no longer show a green checkmark.

  • Dealership staff will need to click Request Signatures Again on the Dashboard.

• Re-Signing Process

  • Both the new primary buyer and co-buyer must log into their own portals (with their own credentials).

  • They will need to e-sign the new forms that are staged for them.

With TDC, switching buyer roles is quick and flexible, but always remember that new forms must be executed to keep the deal compliant.