INTRODUCING - FINANCE DEAL CO-BUYER ON A UNIT DEAL


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


Our example:

John Price is purchasing a Unit by finance but the finance company requires that Catherine Price is to be also listed as a Co-Buyer on the Unit Deal.


How does this work?


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 a new field called ADD A CO-BUYER.

This is where you would search for and add the Co-Buyer details by clicking on User-added image


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 the Co-Buyer Customer - 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


All documentation will indicate that there is now a Co-Buyer - Catherine Price.