Dealertrack Dealer Document Services
Dealertrack Dealer Document Services: Dealertrack describes its document services as tools for capturing, storing and signing the documents in a dealership deal. Its pages say a dealer can upload, drag and drop or scan documents into the deal jacket for digital submission to lenders, including images, stipulations and trailing documents, and can add files by scanning a QR code.
Dealertrack Dealer Document Services: Desking, Menu and Dealer Document Services
Storage is described as secure and long-term. Dealertrack says deal documents can be kept in deal jackets for an extended period with quick access for regulators, lenders and customers, that documents produced by the dealership are captured automatically as part of the deal workflow, and that every document type is indexed to the same customer profile.
Electronic signing is part of the offering. Dealertrack says a dealer can make any document signable by adding signature fields and saving templates for common forms.
Customers can sign on any device, in the store or remotely, when and where they choose. Its digital contracting pages describe the connected flow with lenders.
Validation is described as real-time guidance on required documents so a dealer can submit a complete contract package, and resolve missed signatures and deal structure errors before submission. The company's DealWatch compliance solution added document scanning and storage in an announcement reported by Auto Dealer Today.
A Dealertrack blog post argues for higher document storage standards.
The document services sit inside the wider Dealertrack DMS and finance family. Dealertrack's integrations page lists the systems that connect.
Its F&I compliance page describes the compliance solution that works with the document tools.
A business manager would ask which forms are supported for e-signature in the store's states, how documents are retained and retrieved for an audit, how long storage lasts and what happens on exit, how lenders receive the package, how access is restricted by role and how the tool works with the store's DMS.
The record sits beside the Reynolds document management and CDK eSign entries. The category guide for document management and e-contracting lists a neutral checklist for use with all of them.
Verify each integration first. Ask about training time.
Dealer document services at Dealertrack centers on compliance and the deal jacket. The company says its F&I workflow adds AI-powered fraud-risk detection and identity verification and keeps documents audit-ready in deal jackets for up to ten years.
System-generated forms stored automatically include the privacy notice, OFAC and ID verification, risk-based pricing notice, credit bureau authorization, credit application and adverse action notice. Other documents can be uploaded or scanned into the jacket for submission to lenders.
A compliance officer should check which forms are state-specific, who updates them when rules change and how retention is set for each document type.
| Product or service | Function |
|---|---|
| Desking, Menu and Dealer Document Services | Sales and F&I tools. |
- us.dealertrack.com
- us.dealertrack.com /content/dealertrack/en/f-and-i/electronic-contracting.html
- us.dealertrack.com /content/dealertrack/en/contracting-solutions/digital-contracting-with-dealers.html
- us.dealertrack.com /content/dealertrack/en/f-and-i/compliance.html
- us.dealertrack.com /resources/its-time-to-raise-your-document-storage-standards-dealertrack-dms-blog/
- autodealertodaymagazine.com /news/dealertrack-launches-industry-leading-document-scanning-and-storage-capabilities
- us.dealertrack.com /content/dealertrack/en/f-and-i/f-and-i-workflow.html