Apogee Industries, LLC - Dealer Form Assistant

1

Deal Details

Dates & Stock #
2

Customer Info

Buyer & Co-Buyer
3

Vehicle Purchased

Specs & Odometer
4

Trade-In Details

Trade Specs & Lien
5

Pricing & Fees

Sales Figures & Fees
6

Finance & Ins

Lienholder & Policy
7

Review & Generate

Download filled PDF

Deal Information

Configure core details for this sale transaction.

CUSTOMER ENTRY LINKS

Generate a secure, unique link for a customer to fill in their own personal information.

Stock Number

Deal Date

Date Due (Optional)

Salesperson

Form / Vehicle Type

Trailer Trailer Registration Form

Motor Vehicle Motor Vehicle Form

Vehicle Condition

Used Default selection

New Brand new vehicle

Customer / Buyer Information

Enter details about the primary purchaser and co-purchaser.

Load Customer Submission from Database:

Buyer Details

Full Name (First, Middle, Last)

Date of Birth

Sex

Driver License Number

Contact Information

Phone Number

Email Address

Residential Address

Address (Street)

City

State

Zip Code

County

Mailing Address is different

Add Co-Purchaser (Co-Buyer)

Secure Document Verification

Upload high-quality images or PDF files of your Driver's License and Insurance Card. Files are stored securely on the dealer's server.

Primary Buyer Driver's License

Choose File or Drag Here

Image or PDF (Max 10MB)

Auto Insurance Card

Choose File or Drag Here

Image or PDF (Max 10MB)

Vehicle Purchased

Specify details of the trailer/vehicle being sold.

VIN (Vehicle Identification Number)

Year

Make

Model

Body Style

Color

Empty Weight (lbs)

Length: Feet

Length: Inches

Transfer Tag Number (Optional)

Title Number (Optional)

Trade-In Vehicle Details

Add info if the customer is trading in an old vehicle/trailer.

Transaction includes a Trade-In vehicle

Pricing, Fees, & Subtotals

Calculate the sale price, taxes, fees, and down payments.

Sale Price ($)

Deposit Paid / Down Payment ($)

Dealer Service Fee ($)

Total Sales Tax ($)

Total Registration Fee ($)

Title Transfer Fee ($)

New Tag Fee ($)

Temporary Registration Fee ($)

Notary Fee ($)

Lien Recording Fee ($)

Tag Transfer Fee ($)

Agency Fee ($)

Subtotal / Total Price: $0.00

Financing, Lienholder, & Insurance

Configure auto insurance and financing details if applicable.

Insurance Policy Info

Insurance Company Name

Policy Number

5-Digit Company Code

Financing & Lien

This transaction includes financing / a Lien

Review & Generate

Review your details, then inject them into the PDF dealer form template.

Deal Summary

Customer Name: -

Stock Number: -

Purchased Vehicle: -

Sale Price: -

Lienholder: None

Trade-In: None