VIEW UPDATE BUYERS LIST
STANDARD DEAL FLOW
Our process is designed to be simple and efficient.
Step 1: Confirm availability
Step 2: Agree on selling price
Step 3: Dealer issues the Bill of Sale (BOS)
Step 4: We wire the full amount according to the BOS
Step 5: Transport is scheduled immediately after payment
This ensures all terms are documented before funds move.
SITUATIONS THAT COMPLICATE DEALS
Complications occur when:
A deposit is requested before the BOS is provided
Finance wants full payment before issuing the BOS
Price changes after verbal agreement
Too many pencils with no real movement
Transport wording is missing from the BOS
These situations create delays and confusion.
DEPOSIT PROCEDURE (WE PREFER NOT TO LEAVE DEPOSITS)
We prefer to complete transactions without deposits.
If a deposit is required, it is only made after receiving a correct BOS.
A correct BOS must include:
Selling price
VIN
All fees
Buyer-arranged transport wording
No export restrictions
No lien wording
New vehicles should not have liens.
Only acceptable clause is:
“No liens. Any manufacturer lien will be discharged upon payment.”
If the BOS is missing any required item, we wait for a corrected version.
PENCILING PROTOCOL
Penciling must be efficient.
First pencil: Introductory numbers
Second pencil: Real progress
Third pencil: Close enough to finalize and request BOS or deposit
If pencils drag without movement, we move to another store.
TRANSPORT PROCEDURE (START TO FINISH)
5.1 Buyer-Arranged Transport
Every BOS must state: “Buyer-arranged transport.”
5.2 Required Before Transport
We must have:
Signed BOS
Payment confirmation
Dealer contact name and phone
Full pickup address
Dealer hours
5.3 Pickup or Delivery Date
The BOS must list either a pickup date or an estimated delivery date.
5.4 Circle Check
Transport must complete a circle check before pickup, after loading, and at delivery.
Any issues must be reported to the broker immediately.
5.5 Key Handling
Dealer releases keys directly to transport.
This is supported by the “buyer-arranged transport” wording.
BOS CHECKLIST
The BOS must show:
Correct VIN
Correct year, make, model, and trim
Selling price
Admin or doc fees
Freight and PDI (if applicable)
Taxes or export tax-exempt note
Buyer-arranged transport
No export restrictions
No special conditions
No lien wording
If manufacturer lien wording is included, it must say:
“No liens. Any manufacturer lien will be discharged upon payment.”
Pickup date or delivery date
Dealer contact for key release
Name on BOS matches the paying corporation
If any item is missing, do not deposit and do not wire.
FOLDER CHECKLIST (FOR EVERY DEAL)
Pre-BOS Folder:
Vehicle listing screenshot
VIN screenshot and typed
First pencil
Second pencil
Third pencil
Broker notes
BOS Folder:
Final BOS
Dealer banking info
Pickup address
Dealer hours
Release contact
Payment Folder:
Wire confirmation
Dealer confirmation of receipt
Screenshot confirming release to transport
Transport Folder:
Transport booking
Driver name and phone
Pickup circle check photos
Delivery circle check photos
Delivery confirmation
Completion Folder:
All documents combined into a final closed file
EFFICIENCY STANDARD
We proceed only when documentation is complete. If a store cannot provide documents or progress in reasonable time, we move on. This maintains consistent timelines and reduces delays.
PURPOSE OF THESE PROCEDURES
These procedures ensure:
Clear documentation
Transparent pricing
Consistent communication
Accurate records
Smooth transactions
Compliance and traceability