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Mastering Digital Deal Jacket Retention

What you need to know to protect your customer data and comply with the Safeguards Rule

Mastering Deal Jacket Retention

Since the 2022 Safeguards Rule went into effect, protecting customer data in a single, secure location has become a #1 priority for auto dealers. That’s why it comes as no surprise that the days of paper deal jackets are coming to an end, while digital deal jackets are rapidly growing in popularity.

Digital deal jackets instantly give your dealership an indexed and easily accessible archive of documents for every deal, allowing for long-term digital, secure document retention. In this webinar, we discuss the importance of storing credit reports, compliance documents and driver’s license images in the digital deal jacket, and how to leverage the unique integration between One View and 700Credit to compile your documents for future-proofing your data access, ownership and compliance, and a lot more.

You don’t want to miss this timely and thought-provoking webinar. We look forward to seeing you there!