Consumer Document Exchange
Secure and Efficient Document Exchange Built for Modern Dealership Workflows
Consumer Doc Exchange from ProMax gives dealerships a compliant, secure, mobile-friendly way to request, send, sign, and collect customer documents remotely. Instead of chasing paperwork through email, text messages, and scanners, your team can manage the entire document flow in one connected experience that keeps deals moving and protects customer data.
Securely Collect Documents and Signatures
Request proof of income, insurance, residency, IDs, and other required documents and Out-of-Wallet (OOW) verification through a secure, encrypted portal with multi-factor authentication. Customers upload documents using their mobile device, and everything automatically attaches to the customer record.
Sensitive data stays out of personal inboxes and text messages to ensure complete compliance.
Keep Deal Momentum When Customers Are Not in the Store
Car buying does not stop when a customer leaves the showroom. Consumer Doc Exchange lets your team continue the deal remotely by sending disclosures, document requests, and paperwork customers can complete from their phone, tablet, or computer.
Fewer stalled deals. Faster paths to delivery. Smoother customer buying experience.
Eliminate Manual Work and Rework
Manual document handling costs dealerships up to 180 hours every month. Consumer Doc Exchange replaces emails, scanning, and follow-ups with a clear checklist for both staff and customers, all of which can be tracked in real-time.
delays, and duplicated effort.
Built Into ProMax Complete CRM and Desking
Because Consumer Doc Exchange is embedded into ProMax workflows, it supports more than compliance. Dealers can send deal proposals and sales documents remotely, helping customers take ownership sooner and reducing the need for in-store appointments.
Simple for Customers. Secure for Dealers.
Customers complete a clean, mobile-first checklist showing exactly what is needed, with eSign and eAcknowledgement options for all forms. Dealers get real-time visibility into what is complete or pending, with the ability to update or revoke access at any time.
Every interaction is authenticated, tracked, and stored within ProMax to reduce risk while keeping deals moving.