Present the subscriber agreement Review the process
Review the fee structure Complete the agreement
Add the client to our system
Establish communication protocol with client Confirm the proper logo from lender Confirm the ad campaign
Process and upload the client list
Analyze client list
Project volume list of clients
Review findings with client
Set launch date
Prepare ad campaign
Confirm client in our system
Open up client on our system
Create marketing reports
Review marketing reports with client
Client Customer clicks through
Client customer makes appointment
Generate receipt email to client customer
Validate client customer vin in system
Sent a validation email to client customer
Send a reminder email to client customer
Client customer arrives at our location
Client customer is greeted
We explain process to client customer
We verify to surrender to client customer
We perform walk around client customer asset
We photograph client customer asset in system
The following images are taken of client customer asset:
Front, left front 3/4, left side, left front tire, left rear tire, left rear 3/4, rear, right rear 3/4, right rear tire, right side, right front tire, roof, dash cluster with miles, drivers door interior shot, passenger side door interior shot, passenger rear door interior shot, trunk or back or bed shot. Take a picture of client customer drivers license, client customer registration, and client keys.
Ask the client customer if there is anything they want to share and note it.
Client customer is presented a tablet or screen to review
Client customer is walked through the entire agreement.
Client customer are volunteering this process.
Client customer is confirming condition
Client customer is confirming the miles
Client customer is confirming the date and time.
Client customer is confirming the drop off with asset surrender services on behalf of their lender Client customer is providing a temporary power of attorney to the lender to re register the vehicle
Client customer signs off there is not personal effects in the vehicle.
Client customer signs off of the notes they provided.
Part #2
Client customer verifies the surrender amount
Client customer agrees to the entire agreement and signs off and hits enter
The client customer agreement is printed, with the photos, and all statements, and the check. The client leave our location. We email the completed agreement to the client
Client asset is labeled, keys tagged, and parked
Client is emailed a asset list daily, showing the asset, location and dates
Client will pay for asset at time of pick up
Client will add pick up contact for asset
Client contact will sign provide pick up order and sign receipt
Asset is removed the same day or fees will restart and the asset will be added to the list Client is emailed a completed asset list monthly