Knowledge Centre / Checklists & Resources
Give Deal File reviews a consistent starting point
Checklists help staff remember agreed steps, but they must reflect the dealership's actual permissions, products, customer journey and policies. Use these resources as a prompt for your own controlled procedures.
01
Tailor by deal type
Cash, finance, distance and additional-product journeys can require different evidence. Avoid a universal list that obscures important differences.
02
Review evidence, not box-ticking
A document being present does not automatically show that the process was appropriate or the customer understood it. Quality and context still require judgement.
03
Control changes
Assign an owner to review checklists when regulation, products, lenders or internal processes change, and communicate updates to affected staff.
Next step
Put better Deal File practice into action
Explore the relevant Auto eDocs capabilities or book a demonstration focused on your dealership process.
