Accounting Compliance Checklist
A compliance checklist can serve two important purposes for your dealership. First, using a compliance checklist allows you to identify and address problems with a deal file quickly. Second, a compliance checklist can serve as the basis for dealership training on identified issues. To ensure that you are thoroughly reviewing compliance issues, it is recommended that you consolidate all of your checklists into one master checklist, or have a separate checklist devoted solely to compliance. These lessons are designed to educate the learner on the components of a compliance checklist and how to properly use the checklist to identify and remedy compliance issues at the dealership.
Topics
Importance of the Checklist
Components of the Checklist
License and Insurance
Credit Application
F&I Menu
Buyer's Order
RISC, Form 8300, OFAC, and Customer Copies
F&I Issues and State or Dealer Specific Forms
Addressing Issues with the Checklist
Features
Deployable online with Mosaic's LMS
Track and retain employee completions
SCORM Compliant version available
Text summary
English closed captions
Lesson Stats
Video Length
13:42
Units
9
Quiz Questions
9
Estimated Time
to Complete