This article will show how Dealerships can list a Co-Buyer on a Financed Deal 



Customer Order > Unit Deal - Finance Co-Buyer


In some instances, Dealerships may be required to have a Co-Buyer listed on a Financed Deal


For our example - John Price is purchasing a Unit with finance but the finance company requires that Catherine Price be listed as a Co-Buyer on the Unit Deal 


The Dealership would create the Unit Deal in John Price's name and process as normal ie add the unit / add the proposed options / trade in etc then add Deal Financing


In the Deal Financing section after adding the Finance Company, you will notice



User-added image


Using our example we clicked on the User-added image which will allow us to Search for a Co-Buyer customer and add Catherine Price

User-added image


User-added image
The Co-Buyer must have an active Customer record in Blackpurl so if they are a new Customer, click on User-added image to create your new Customer record


Then the Dealership just needs to continue with the processing of the Unit Deal - however all documentation will now indicate that there is now a Co-Buyer - Catherine Price