Guide to Managing Vehicle Deal Documentation

Document Limitations for Buyers

When dealing with vehicle transactions, it's important to understand the limitations regarding document sharing. If a deal was not established with digital signatures from the outset, you may be unable to provide officially signed versions of those documents.

If you're looking to share a digitally signed document related to your transaction, ensure that all necessary parts of the agreement are completed and properly recorded before sending them out. Additionally, check if there are specific requirements or settings in your system that need adjustment for sharing these types of documents with buyers.

Removing a Buyer from a Deal

You can remove a buyer from a used vehicle deal without rolling back the entire transaction. The process involves:

• Crossing out the buyer's name on relevant documents.
• Initialing next to the change.
• Addition of a Statement of Facts explaining why the buyer has been removed.

This procedure is applicable for both new and used vehicles. If you have further questions or require assistance, feel free to reach out!

Troubleshooting Sending Deals

Issues Preventing Submission

A deal may not be sent due to issues within the transaction or unmet criteria. To resolve this:

• Review details of the deal thoroughly.
• Check for any errors or missing information that could hinder submission.

Please ensure all necessary documents and forms are correctly completed and attached before attempting submission again.

PENDING Status Problems

If one of your deals is stuck in pending status, it cannot currently be sent. Our developers are aware and working on resolving this issue; however, an estimated time for completion is unavailable at this moment. To proceed:

• You will need to remove it from the efile page and place it into a paper bundle.
  

If any fees were posted already for this deal, they must also be addressed accordingly.

Printing Issues

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If you're experiencing technical difficulties preventing certain deals from being printed directly from their respective pages, please provide me with the RS number associated with your deal so I can investigate further solutions effectively