F&I Remote Signing

Remote Signing.
Anytime, Anywhere, And Now On Any Device.

Requirements: Browsers: Chrome, Safari, Edge or Firefox (recommend using the latest version) Mobile devices: iOS, Android, Windows Operating Systems: Microsoft Windows 7, 8, 8.1, 10 (except touch-screen devices); Mac OS X

Follow these steps to see how.

remote-signing

Opt In Today For Remote Signing

Opt In Today For Remote Signing

Start

Click the Sign Documents button then select Sign Remotely. In the pop-up, enter the mobile phone number and email for the buyer(s).

Please note: Each signer must have a unique email address and mobile phone number. Do not use the same information for different signers (applicant, co-applicant or guarantors)

start-remote-signing-1
start-remote-signing-1

Send

Click on Send documents for signing. You will receive a confirmation that says Emails sent successfully to applicant(s). Dealer will have the option click the Sign on this device button or from the email received.
send-remote-signing-2_v2
send-remote-signing-2_v2

Authenticate

Signer(s) will receive an email from OneSpan Sign with a link. Click on Review & eSign Documents. Enter the multi-factor authentication Passcode received on the mobile phone and click Login to enter the signing room.

Tip: If your buyer does not receive an email, please make sure they check their spam folder.

Image3
Image3

Sign

Signer(s) agrees to the eSign Disclosure and Consent. The signer(s) sign once and simply tap Next to fill all other signature fields.

After all documents have been signed, the screen displays You have completed signing your deal documents.

Important: All signer(s) must review and accept the Review Copy of the contract during the signing process.

Image4
sign-remote-signing-3
Image4
sign-remote-signing-3

Submit

Once all signer(s), including dealer, have completed signing, the contract screen will display Signed. Check the funding checklist to upload any remaining stips and click on Submit for funding.

A final email confirmation will be sent to the buyer. Buyer(s) can print/download a copy of the contract for up to 30 days.

submit-remote-signing-4
submit-remote-signing-4

Getting started is easy

You must be subscribed to Digital Contracting on Dealertrack and complete the opt-in form to begin using Remote Signing.

Select the option that applies to you:

I have Digital Contracting

I would like to opt in for Remote Signing.*

I want Digital Contracting

I would like to learn more about Digital Contracting with Remote Signing.*

*You must be subscribed to Digital Contracting on Dealertrack F&I to begin using Remote Signing. Use of Remote Signing functionality subject to lender participation and a transaction fee of $3.50. Opt-In required for Remote Signing.

Digital Contracting on Dealertrack with Remote Signing

Please complete the form below to connect with your F&I specialist.

  • This field is for validation purposes and should be left unchanged.

DIGITAL CONTRACTING ON DEALERTRACK WITH REMOTE SIGNING

Please complete the form below to connect with your F&I specialist.

  • This field is for validation purposes and should be left unchanged.

Training and Tutorials

Group-2780.svg

Live Webinar

Group-2782.svg

Step-by-Step Guide

Group-2778.svg

Video Tutorial

Group-3406@2x.png