Thanks - the agreement is ready for the customer to review and sign
Next steps
The customer now needs to review their finance documents and sign the agreement. They can do this in two ways:
Sign on your device
If the customer is in your dealership, then you can open the agreement and let them sign on your device.
Return to the proposal within your finance proposal platform and open the agreement by following the customer signing link.
Sign on your device
Steps
- Go to the customer proposal within your finance proposal platform.
- Open the customer agreement document by clicking "Launch".
- Hand the control of your device over to the customer for them to read the instructions and sign the agreement. For joint agreements, both customers will need to sign. This can be done at the same time.
Frequently asked questions
- How long will the proposal stay active?
- Can I change the customer details?
- Can I sign on behalf of the customer?
- What happens after the customer has signed?
- When will the agreement pay out?
- Can my customer change their mind and wet sign the documentation?
The proposal will remain active and available for the customer to sign for 30 days. If, for whatever reason, the customer no longer wishes to take up the vehicle finance, please let us know via your partner hub.
If any of the details of the proposal are incorrect, please contact your Close Brothers Motor Finance partner hub to update these.
No - you must not attempt to sign on behalf of your customer. If you do so, you may be committing a criminal offence and could be subject to prosecution in court.
They will receive their welcome pack from us within 14 days of signing, along with a copy of the vehicle finance agreement documents. They will also receive a welcome call from us to ensure they have everything they need.
We pay out on completed deals four times a day. Once all parties have signed the agreement, and you have satisfied any conditions of the proposal, you’ll receive an email to confirm this has been completed.
Yes – if the customer changes their mind they can always physically sign the documentation. Simply download the adequate explanation, pre-contractual information and agreement (including the copy) from your finance proposal and send the signed documentation to your Close Brothers Motor Finance partner hub when all of the documents have been signed. If the customer wet signs the documentation, you’ll need to wet sign the supplier declaration
Sign on customer device
The customer can choose to sign using their own device whether they are in your dealership or elsewhere.
They will have already received an email from us with a link to sign. You can monitor the status of signatures within your finance proposal platform.
Sign on customer device
Steps
- The customer will have already received an email from us with a link to sign the agreement.
- They will follow the instructions to sign their finance agreement electronically.
- Once the customer has signed their agreement, we'll process the finance and you'll receive an update within your finance proposal platform. For joint agreements, both customers will receive an email to sign the agreement respectively and the finance will only be processed once both customers have signed.
Frequently asked questions
- Which customer email address has the agreement been sent to?
- How can I change my customer's email address?
- How do I know when my customer has signed?
- How long will the proposal stay active?
- What happens after the customer has signed?
- When will the agreement pay out?
We’ll only ever email the customer using the email address you provided as part of the proposal.
If you want to change any details on the proposal, including the customer's email address, please contact your Close Brothers Motor Finance partner hub.
We'll provide status updates to your finance proposal platform throughout the signing journey to allow you to keep track on progress.
The proposal will remain active and available for the customer to sign for 30 days. If, for whatever reason, they no longer wish to take up the vehicle finance, please let us know via your partner hub.
Your customer will receive their welcome pack from us within 14 days of signing, along with a copy of the vehicle finance agreement documents. Your customer will also receive a welcome call from us to ensure they have everything they need.
We pay out on completed deals four times a day. Once all parties have signed the agreement, and you have satisfied any conditions of the proposal, you’ll receive an email to confirm this has been completed.
