The dealer onboarding process is a structured, multi‑stage workflow used to establish new dealer relationships in a consistent, compliant, and scalable way. The objective is to ensure each dealer is properly approved, operationally configured, and prepared to transact business without introducing regulatory, financial, or operational risk.

Onboarding spans multiple internal teams, including sales, compliance, underwriting, operations, and enablement. Each phase has defined entry and exit criteria, allowing dealers to move forward only when required information, reviews, and approvals are complete. This staged approach improves transparency, reduces rework, and shortens time to readiness.

By standardizing the onboarding journey, the organization ensures consistent dealer experiences across product lines and distribution models. The process concludes when the dealer is fully approved, enabled, and ready to operate within established guidelines.