Compliance Forms
      Back to home
      1. Knowledge Base
      2. Dealer Dashboard
      3. Compliance Forms

      How To Turn the Transaction Into "F&I Ready" Status?

      The short answer to this question is - to e-sign Compliance Forms. 

      Help Articles - Graphics (9)

      Prepare the Transaction File for E-Signatures

      • Ensure the Credit Applications are present for both: Primary Buyer and Co-Buyer (for Finance and Cash deals)
      • Add Vehicle for Purchase
      • Add Vehicle for Trade (if there is one)
      • E-Sign Compliance forms

      How to E-Sign Compliance Forms:

      • "Forms" section inside the transaction >> "Pre-Purchase Forms" >>"Request Signatures" 
      • The customer must log into the "Buyer Porta" and e-sign the compliance forms