When a consumer arrives at the dealership, they access the Buyer Portal through the kiosk, the system guides them through a secure and structured process. This ensures compliance, prevents fraud, and creates a seamless experience for both the customer and the dealership.
Step 1: Creating the Transaction
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Click "New" on the kiosk and enter the consumers` information.
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The consumer receives a one-time password (OTP) on their cell phone.
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Using the OTP, the consumer logs into their new account.
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The system automatically begins the onboarding flow.
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Step 2: Onboarding Flow
The onboarding process is designed to capture essential documents and consents:
- Driver’s License / Photo ID Capture (front and back)
- Communication Consent and Dealer Privacy Policy
- Test Drive Consent

Live photo of the customer (Fraud Prevention)

Step 3: Buyer Dashboard
Once onboarding is complete, the consumer lands in their Buyer Dashboard. From here, they can:
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Pre-Qualify (soft-pull enquiry)
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Submit Credit Application
- Access the transaction-related documents inside the "View Documents"
- Securely share stips under the "Additional Documents" - upload/scan functionality
This flexibility allows the consumer to move at their own pace while keeping the process streamlined for the dealership.
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