AppOne Efficiency Tip: Streamline F&I With Form Batches

The slower winter sales season provides the perfect opportunity to pause and evaluate where you can cut costs, save time, and increase efficiency overall.

For AppOne dealers subscribing to our DocOneWeb or Enhanced DocOneWeb forms library, form batching is a quick solution to dramatically cut the time spent manually gathering and preparing documents in F&I.

What Are Form Batches?

Form batches allow you to create user-defined collections of dealer forms required for a specific type of deal or lender. Instead of manually selecting each form needed for a transaction, you can use a predefined form batch to print all the necessary forms at once.

For example, when submitting an application for a boat loan, a marine lender may need to print and manually complete specific forms every time.

How Form Batches Benefit Your Dealership

Save Time and Increase Efficiency

Time is money in the F&I department. Manually selecting each form for every deal — especially when dealing with high volumes of paperwork — eats up valuable time that could be better spent elsewhere. Form batches let you select and print all necessary documents with one click, dramatically reducing the time it takes to complete the paperwork for each deal.

Consistency and Accuracy

By creating predefined form batches, you ensure you’re always using the correct forms, reducing the risk of missing any required documentation or using outdated forms. This consistency is especially important when dealing with complex transactions where the documentation requirements can vary depending on the lender or state.

Custom Forms for Your Dealership

Form batches also support custom, dealer-specific forms — for example, a unique buyer’s order or other specific documents tailored to your dealership. With this feature, you can include everything you need in your form batches, even if you’re working with both integrated and non-integrated lenders. If you’re interested in support for this feature, reach out to our AppOne team.

Better Control Over the Process

Managing form batches directly within the AppOne Dealer Portal gives you greater control over your F&I operations. You can create, modify, and organize batches as needed, so your process is always up to date and efficient.

Improved Customer Experience

When forms are printed and processed more quickly, you can close deals faster, which means less waiting time for your customers. A faster, smoother paperwork process can improve customer satisfaction and help you close deals more efficiently.

For RV, marine, and powersports dealers, form batches are more than just a time-saver — they’re a tool that can help streamline the entire F&I process, reduce errors, and improve overall efficiency. By taking advantage of AppOne’s form batches feature, you can use the right forms, save time on paperwork, and offer a better experience for your customers.

How Form Batches Work

If you're subscribed to DocOneWeb or the Enhanced DocOneWeb service, you can create and manage your own custom form batches directly within the AppOne Dealer Portal. Here's a quick step-by-step guide to setting up the forms:

• Log in to your AppOne Dealer Portal using your user credentials.
  • Note: Only Admin-level users can create form batches, but any user can access the created form batches during the deal process!
• Navigate to the Admin Console and select “My Forms.”

• Click the “Add New Batch” button under the Form Batches tab.
• Complete the fields within the pop-up:
  1. Give your form batch a name that will make it easy to find for future use.
  2. Select which kind of deal this batch applies to under the “Applies to:” dropdown.
  3. Filter by State and Form Type. The Form Type is determined by the lender being used for these deals.
  4. Once you select the Form Type, Available Forms should populate with any forms available within the AppOne Forms Library.
  5. To add any of the available forms into your form batch, select the forms you want and click “Add>>.” You can also remove any forms not needed in the batch by selecting the form(s) under “Forms Selected” and clicking “<<Remove.”
     

     (Note: You can preview any form by selecting a form and clicking “Preview.” )

  6. To adjust the forms order for printing, select the form and click “Move Up” or “Move Down.”
  7. Once you’re satisfied with the forms batch, click “Save.”

(Note: You can edit any form batch by clicking the appropriate hyperlink in the form batches list.)

How to Use Form Batches During a Deal

While you work a deal, complete and send the credit application, select a lender, and finalize the structure and aftermarkets within the deal. Under the “Forms” step, you can preview or print the forms from your chosen integrated lender, as well as the forms from your dealer batches.

To print form batches for non-integrated lenders, follow these steps:

• Access the Forms tab within a deal.
• Enter insurance information.
• Review the lender information.

• In the Forms field, under “Dealer Forms,” select the form batch you’ve created that you want to print. All forms are automatically selected, but you can unselect any forms you don’t need.

• Click “Print Selected Forms” to open a PDF document including all forms.

• Select File > Print, or use the shortcut Ctrl + P.

(Note: You must have a DocOneWeb or Enhanced DocOneWeb subscription to print loan documents for non-integrated lenders.)

A smooth, compliant F&I experience is essential to the success of your dealership. If you’re ready to simplify your operations and boost efficiency, it’s time to explore how form batches can transform your F&I department today!

Do you have more questions about form batches? See our Support Tab in the AppOne portal: Support > Portal > My Forms. You can also contact our support team at AppOneSupport@reyrey.com or 877.277.6631.