Compatibility · Automotive
Finance
10 document types. Every file you add to this department is filed against one of them — that filing is what routes a question to the right document instead of searching a pile.
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Adverse Action Notices Templates
Standard letter forms a dealership sends when a customer's credit application is denied or approved on less favorable terms.
What it’s used for
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Compliance Checklists
A checklist used by a dealership's finance office to confirm every required disclosure, signature, and document is completed on a vehicle deal.
What it’s used for
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FTC Safeguards Policy PDF
A dealership's written information security plan showing how it protects customer financial data as required by the FTC Safeguards Rule.
What it’s used for
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GAP and Warranty Admin Guides
An administrator's handbook explaining how GAP and extended warranty contracts are sold, registered, cancelled, and claimed against at a dealership.
What it’s used for
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Menu Presentation Scripts
A scripted guide finance managers use to present vehicle protection products and payment options to buyers after a vehicle sale.
What it’s used for
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Privacy Notice Templates
Standard forms telling customers how a dealership or lender collects, uses, and shares their personal and financial information.
What it’s used for
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Product Brochures (VSC, GAP, Tire & Wheel, etc.)
Customer-facing brochures explaining optional finance-and-insurance products sold with a vehicle, such as service contracts, GAP, and tire and wheel coverage.
What it’s used for
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Rate Sheets for Lenders
A lender's listing of the interest rates and terms it will offer on vehicle loans, used by dealership finance staff to price customer financing.
What it’s used for
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Red Flags Rules Documentation
A dealership's written identity theft prevention program showing how it spots and handles warning signs of fraud in credit applications.
What it’s used for
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State Regulation Documents
A compiled set of state rules governing how a dealership handles vehicle financing, fees, taxes, and titling paperwork.
What it’s used for
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