Co-Buyer
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      2. Co-Buyer

      Remote Co-Buyer Onboarding

      Step #1 Add a Co-Buyer 

      Add a co-buyer to the EXISTING transaction. The dealer`s staff can add co-buyers to transactions via the dashboard, and consumers can invite co-buyers inside the buyer portal. 

      Learn here Add Co-Buyer

      Step #2 Email

      Co-Buyer Receives the Email Containing the Link to Buyer Portal and Instructions

      Consumers - Co-Buyer Invitation

      Step #3 Co-Buyer goes through the onboarding flow from home

      Part I:

      • Capturing Driver`s License
      • Capturing Communication Consent
      • Capturing Test-Drive  Acknowledgement

      Part II:

      Capturing the image of themselves

      Part III:

      Prequalification Application. 

      New Onboarding Part 1

      Step #4 Co-buyer file on the transaction.