Learn how to create, commence, and complete a vehicle loan in Dealer Drive, including selecting a vehicle, capturing customer details, recording vehicle condition, and returning the vehicle at the end of the loan period.
Start a Vehicle Loan
Start a New Loan
Access Loan Vehicle (Alternative Method)
Select the Vehicle
Search for the vehicle using:
- Registration number (Rego)
- Stock number
- Make and model
Once you've located the vehicle, select it to continue.
Add Customer Details
Enter the customer's details, including their driver's licence information, or search for an existing customer record.
For returning customers, use the search function to locate their existing record instead of creating a new profile.
Set the Expected Return Time
Select the expected return date and time for the vehicle loan before continuing.
Record Vehicle Condition
Inspect the vehicle and record any visible damage before proceeding. This creates a record of the vehicle's condition at the commencement of the loan.
Record the Odometer Reading
Enter the vehicle's current odometer reading.
Review Privacy & Marketing Consents
Ask the customer to review and accept the privacy requirements.
If applicable, customers can also opt in to marketing communications.
Review Terms & Conditions
Ask the customer to read and accept the vehicle loan Terms & Conditions before continuing.
Capture Customer Signature
Have the customer sign directly on the device and select Accept to confirm their agreement.\
Review and Start the Loan
Review the summary information, including:
- Customer details
- Vehicle details
- Scheduled return time
Once confirmed, start the vehicle loan.
Returning a Loan Vehicle
Locate the Active Loan
To return a vehicle, either:
- Swipe across from the Activity screen and select Return Vehicle, or
- Open the menu and select Return Vehicle.
Record Vehicle Condition on Return
Inspect the vehicle and record any new damage that may have occurred during the loan period.
Update the Odometer Reading
Enter the vehicle's current odometer reading to complete the return process.
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Any information on this page is provided as a guide only. It is not professional or expert advice and is not a substitute for such advice. The content may not be appropriate, correct or sufficient for your circumstances and should not be relied on as the only reason you do or don’t do anything.