Tell us about your dealership

About 10 minutes. If you are unsure, pick the closest answer. Unsure answers go on your gap list with a date, so the program never says you do something you don't. Next you pay $199 through Stripe, and your program opens right after.

1. Your dealership

Dealership name

Street address (optional)

City

State

Locations (rooftops)

Staff, including you

Computers that can reach customer files

Program effective date

2. Financing and size

How you finance

Leases longer than 90 days?

How many people's finance records do you keep? (count every credit application, deal file and finance or lease record you hold, all years, paper and DMS)

Rough number (optional; if given, it decides)

The 5,000 line matters: under 16 CFR 314.6, dealers below it are exempt from four parts of the Rule. Your program says which.

3. People

Owner or dealer principal

Their title

Board of directors?

Qualified Individual (the person in charge of the program; can be you)

Their title

Who is that?

Outside company name (if outside)

Senior person who oversees them (if outside)

Email for your receipt and program

Security training for staff?

When someone leaves

Staff list (optional, one per line: Name | Role; goes on the training sign-off sheet)

4. Systems and where customer files live

DMS

Where the DMS runs

CRM (blank if none)

Credit app and credit report tools (blank if none)

Business email

Online credit application on your website?

Website company (optional)

Paper deal jackets

Scanned deal documents

GPS or starter-interrupt vendor (optional)

IT support company (optional)

5. Safeguards in place today

Multi-factor login (MFA)

Computer drives encrypted?

Customer Wi-Fi

Backups

Security monitoring

Remote access to your computers?

Remote access tool (optional)

Penetration test in the last 12 months?

Vulnerability scans?

Destroying paper records

Shredding company (optional)

Years you keep deal files

Cyber insurance?

Insurer (optional)

Other vendors that receive customer information (optional, one per line: e-contracting, payments, collections, marketing)

By continuing you agree to the terms. This is a starting program you must review and adopt. It is not legal advice, not an audit, and does not by itself make you compliant.