Approval Checklist

Dealer Approval Package Checklist

Use this checklist to prepare the lender approval package and speed up onboarding for marine and RV dealerships.

Checklist items

  • Location and ownership details
  • Key contacts for sales, office, and closings
  • Unit volume and current lender relationships
  • Tax rates, fees, and authorized signatures

Submit these details through the dealer information form at dealer signup.

Role resources

General managers

Review profit transparency and lender coverage expectations.

Marine GM role

F&I managers

Coordinate lender placement and approval workflows.

RV F&I role

Funding process

Review milestones and document flow after approval.

View funding process

Dealer hub resources

Marine dealer financing

Review marine lender placement, roles, and workflow steps.

Visit marine hub

RV dealer financing

Explore RV lender coverage, role guidance, and reporting.

Visit RV hub