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DealerCAP™
The Document Choice
for OIADA Members.

DealerCAP is a comprehensive solution that helps dealers sell cars and keep them sold. Paperwork is one of the biggest areas of concern for dealers, and in today’s ever changing marketplace your paperwork needs can become more complex.

DealerCAP provides a comprehensive document management system that can help improve profitability by reducing the number of kicked-car deals, increasing customer satisfaction, and creating more profit opportunities.

Let us help you stream line your document process so you can effectively sell, finance and close every car deal.

DealerCAP offers many different forms that are used during the sales process. Some of the forms available are:

Customer Proposal

  • Captures important customer information the dealership will need to complete a transaction.
  • Helps determine the customer’s transportation needs.
  • Provides a framework for negotiating with the customer.

Trade-In Vehicle Appraisal

  • Captures information about the vehicle and its history.
  • Detects potential problems with the vehicle enabling it to be property evaluated.
  • Designed to ensure that information is available to represent the vehicle for sale.
  • Provides F&I product up sell opportunities and helps defend payment packing claims.

Test Drive Agreement

  • Obtains important customer information, including insurance coverage.
  • Protects dealerships’ interest in the vehicle.
  • States the consumer’s obligations, including compliance with applicable law.
  • States when the vehicle must be returned.
  • Limits who may drive the vehicle.

Privacy Policy

  • Enables Dealership to accurately disclose business practices.
  • Lists the types of information collected/shared with specific examples.
  • Lists the types of third parties receiving the information, with specific examples.
  • Discusses how the Dealership protects the confidentiality and security of information.
  • Contains the opt-out of information sharing not otherwise permitted law, if required.
  • (More....)

FTC Used Car Buyers Guide

  • Required to be posted on all used motor vehicles prior to them being displayed or offered for sale.
  • Contains wording, type style, size and format, and is printed with 100% black ink on white paper of a size at least 11 x 7 ¼ inches, as specified in the Rule.
  • Contains Signature line with required disclosure.

Retail Purchase Agreement

  • Contains complete vehicle description.
  • Provides the ability to integrate all material
    understandings/documents.
  • States Dealership and customer obligations, rights & remedies.
  • Covers warranty statement & disclosure related
    issues.
  • Integrates FTC Buyers Guide information.
  • Includes individual State information and disclaimers.

Retail Lease Agreement

  • Retail Lease Agreement is to a lease transaction as the Retail Purchase agreement is to a purchase agreement.
  • Same issues apply here as the Retail
    Purchase Agreement, except the form is
    specifically designed for a lease transaction.

Used Vehicle Limited Warranty

  • Enables the Dealership to sell a vehicle with a “Limited” Warranty.
  • Discloses the following required information clearly and conspicuously, using a simple and readily understood language:

    Who can enforce the warranty.
    What is covered by the warranty.
    What the warrantor will do if there is a defect.
    Time period of the warranty duration.
    Explanation of how to obtain warranty repairs.
    Listing of any customer obligations.
    Any limitation on implied warranties.
    Exclusion/limitation of consequential damages.
    Purchaser’s legal rights.

Spot Delivery Agreements

  • Covers both sale and lease transactions.
  • Provides flexibility for both traditional and sub-prime financed transactions.
  • Is integrated into the Retail Purchase Agreement.
  • Specifies the time period the dealership has to obtain final financing approval and the customer’s obligations if it is unable to do so.
  • Requires customer to have a valid driver’s license and insurance coverage.
  • Requires customer to operate the vehicle in
    accordance with the law.

Authorization to Release Payoff Information

  • Ability to obtain non-public personal information.
  • Documents lien holder information
  • Documents quoted payoff
  • Describes obligations concerning payoff accuracy
  • Authorizes release of Title to Dealership.

F&I Product Purchase Confirmation

  • Confirms the purchase of products is optional and not required for financing.
  • Notifies the customer that the purchase may be subject to 3rd party approval.
  • Confirms the customer had an opportunity to review product documents.
  • Confirms the customer understands what they are purchasing and that all questions were answered.

Insurance Coverage Acknowledgement

  • Confirms Customer’s obligation to maintain insurance coverage.
  • Sets forth the minimum coverage requirements and allowable deductibles.
  • Reinforces existing rights and obligations of the parties.

Delivery Confirmation (English & Spanish)

  • Records any items still owed to the customer.
  • Substantiates nothing else was promised.
  • Is properly integrated into the Retail Purchase Agreement.
  • Confirms consumer had an opportunity to inspect the vehicle and found it free from reasonably discoverable defects.
  • Verifies consumer is satisfied with the vehicle and understands the transaction.

Interpreter Acknowledgement Form

  • Provides a documented record an interpreter was present to explain the transaction.

Deal Jacket

  • Provides for easy storage of documents.
  • Assists dealership personnel in ensuring that the transaction is completed properly.
  • Captures information, which can help the dealership establish a bona fide error defense to consumer claims.
  • Provides dealership personnel with quick access to vital information about the vehicle and customer.

Goodwill Repair Acknowledgement

  • Enables the dealership to perform a “goodwill repair” without creating a warranty on the vehicle by:

Disclosing the “goodwill” nature of the repair to the customer.
Recording the customer’s understanding that a warranty is not being created.

Deposit Receipt

  • Enables the Dealership to accept a deposit and provide a dated receipt containing the following information.

Vehicle Description (year, make, model & vin)
Cash selling price.
Time period the option to purchase is binding.
Whether the deposit is refundable and under what conditions.

Notice To Co-Signer

  • Confirms the individual agreed to act as a co-signer.
  • Discloses the obligations they are undertaking by agreeing to act as a cosigner.

Customer Delivery Checklist

  • Reinforces the Delivery Confirmation.
  • Confirms existing rights and/or responsibilities of the parties.
  • Confirms the consumer is satisfied with the vehicle and understands the transaction.
  • Provides information about the products and services offered by the Dealership.

Service Loaner Agreement

  • States the customer’s obligations such as responsibility for damage, when the vehicle must be returned, who may drive the vehicle and requires compliance with the law.
  • In short, this is the customer’s authority to operate the vehicle.
  • Test Drive or Demonstration Agreements should not be used for service loaner.

Arbitration Agreements

Enforceability depends upon the jurisdiction you are located in and how the Agreement is drafted.
Factors to be considered include:

  • One-Sided provisions.
  • Excessive costs for the consumer.
  • Which parties and claims are covered.
  • Rules for the Arbitration proceeding.
  • Notice regarding right to file suit.

Get your dealership on the road to success today!



DealerCAP is not intended as legal advice, nor does ADP or DOX guarantee that the use of DealerCAP will preclude legal issues. It is essential that each dealership obtain legal advice with respect to the compliance of its forms.