Dealer onboarding begins with intake, where foundational business information is collected to establish the dealer relationship. This includes dealer identity, ownership details, licensing, product participation, and other attributes required to assess eligibility and program fit.

Once intake is complete, validation and approval activities are performed to confirm the dealer meets compliance, regulatory, underwriting, and internal risk requirements. Information is reviewed for completeness and accuracy, and any gaps or exceptions must be resolved before the dealer can proceed. This phase ensures that only qualified dealers advance to operational setup.

Approval represents a formal checkpoint in the onboarding process. Once approved, the dealer is authorized to move out of evaluation and into configuration and enablement, ensuring downstream activities are performed only for vetted dealers.