Start Paperwork

Choose the client, vehicle, then build it.

Start with the customer and unit. The packet type is decided later from the financing answer.

Packet Setup

Customer

Vehicle

Questions

Build

Search Existing Clients

Searches past clients, credit pulls, and deal history.

Recent Clients

Customer Name

Co-Buyer

Phone

ID Number (DL / Passport / ID)

Address

Inventory Unit

Choose from inventory, or type details manually below.

Year

Make

Model

VIN

Mileage

County

Color

Fuel

Unit Type

Title Brand

Emissions Status

Registration Period

Question 1

This should auto-populate from inventory. Adjust it if the sales price changed.

✓

Packet built

Review the preview, then print/save PDF or export for e-sign.

Choose a packet, confirm the customer and vehicle, answer the questions, then hit Go! to build the official PDF packet.