Major Features & Refinements
e-Sign Consent — Buyer and Co-Buyer
Virtual F&I now presents a required e-sign consent acknowledgement before a buyer or co-buyer begins signing. This helps F&I teams confirm each signer accepts the dealership’s electronic signature process before documents are completed. Consent is tracked separately by signer and transaction, and the accepted acknowledgement is stored in Transaction Details as a signed record for audit and compliance visibility.
Marketing Consent — Buyer and Co-Buyer
Marketing consent can now be captured once per dealership for each buyer or co-buyer, reducing repeat prompts for returning customers. F&I teams can request consent from Back Office when needed, while customers can review it in the Customer App during digital document completion. Accepted consent is saved for that dealership and reflected on future transactions.
Compliance Recording — Enforce Default
New Session Monitoring activations now default to enforced camera and microphone requirements. This helps dealerships maintain consistent compliance recording standards and reduces the risk of sessions being monitored without the expected audio and video settings. Existing dealership configurations remain unchanged unless updated manually.
Documents — Optional Signature Label
Documents that do not require a signature now display an Optional Signature label, making signature expectations clearer for F&I teams and customers. Signing remains available when appropriate, while documents without mapped signature fields show a View action so they can still be reviewed.
Scrollable Components — Visible Scroll Bar
Scrollable areas now use a visible scroll bar pattern across key components such as modals, lists, panels, and dropdowns. This improves usability for dealership users who do not use a mouse wheel and makes navigation more predictable during F&I workflows.
Dealership List — Filter by Category
Admins can now filter the dealership list by category and quickly return to the full list when needed. This makes it easier to find the right dealerships for operational review, pilot management, and support follow-up.