• Welcome to Wolters Kluwer Financial Services’ Dealer Services
    Your One-Stop Shop for Compliance and Workflow Solutions

    Wolters Kluwer Financial Services is committed to helping you grow and run your dealership more efficiently.  We offer fully compliant and warranted loan documentation including retail installment contracts and ancillary forms, regulatory compliance solutions and workflow systems that keep you compliant, save you time and money by improving your efficiency and reduce your operational risks.  Our comprehensive suite of services and solutions addresses the unique needs of automotive and recreational vehicle dealerships and third party providers across all 51 jurisdictions.  These include:

    Our dedicated attorneys and paralegals are experts in the federal and state regulations governing third party consumer finance and are complemented by a team of information technology and support staff knowledgeable in lending processes and F&I compliance.  

    Please click here for details, limitations and exclusions for the Wolters Kluwer Financial Services’ Limited Compliance Warranty.  

    Let Us Focus on Compliance While You Serve Your Customers

    We help franchise dealers stay compliant with ever-changing federal and state consumer finance regulations; save time and money with compliant processes; improve efficiency; and reduce regulatory compliance risk. We are committed to helping you stay focused on serving your customers by offering fully compliant and warranted loan documentation, compliance research systems and dealer tool kits for managing your compliance procedures.

    Don’t expose your dealership to unnecessary risks of litigation or penalties. Click on the links below, NOW, to learn how our compliance solutions remove the worry from your transactions.

    • Bankers Systems Documents and Forms – warranted forms, such as retail installment contracts, to keep you in compliance with all state and federal laws.
    • CompliSource – research system for state and federal laws, in case you want to track them for additional details, or we’re happy to take care of your research for you through the use of our forms.
    • Custom Forms – imprint your brand and policies on our compliant loan documents.
    • Red Flags Tool Kit – everything you need to be in compliance with Red Flags regulations.
    • Risk-Based Pricing Tool Kit – everything you need to stay compliant with Risk-Based Pricing regulations.
     

    Expand Your Network of Lenders While You Shrink Your Costs and Compliance Concerns

    We help independent auto dealers stay compliant with ever-changing federal and state consumer finance regulations; save time and money with compliant processes; improve efficiency; and reduce regulatory compliance risk. We are committed to helping you close more deals by connecting you with more lending sources, offering fully compliant and warranted loan documentation, and providing dealer tool kits for managing your compliance procedures.

    Don’t expose your dealership to unnecessary risks of litigation or penalties. Click on the links below, NOW, to learn how our solutions can expand your lending network while removing the worry from your transactions.

    • AppOne RMS – lending workflow platform connects you to a wide spectrum of lenders to help you close more deals faster.
    • Bankers Systems Documents and Forms – forms, such as retail installment contracts, to keep you in compliance with all state and federal laws.
    • CompliSource – research system for state and federal laws, in case you want to track them for additional details, or we’re happy to take care of your research for you through the use of our forms or platform.
    • Custom Forms – imprint your brand and policies on our compliant loan documents.
    • Red Flags Tool Kit – everything you need to be in compliance with Red Flag rules regulations.
    • Risk-Based Pricing Tool Kit – everything you need to stay compliant with Risk-Based Pricing regulations.
     

    Let Us Focus on Compliance While You Serve Your Customers

    BHPH dealers compete every day against manufacturer-supported franchises.
    Wolters Kluwer Financial Services’ Dealer Services is a trusted partner committed to your success. We provide fully compliant loan documentation content, research systems and compliance tool kits to support your automotive, marine and recreational vehicle financing operations.

    We help BHPH dealers stay compliant with ever-changing federal and state consumer finance regulations; save time and money with compliant processes; improve efficiency; and reduce regulatory compliance risk.

    Don’t expose your dealership to unnecessary risks of litigation or penalties. Click on the links below, NOW, to learn how our compliance solutions remove the worry from your transactions.

    • Bankers Systems Documents and Forms – warranted forms, such as retail installment contracts and ancillary documents, to keep you in compliance with all state and federal laws.
    • CompliSource – research system for state and federal laws, in case you want to track them for additional details, or we’re happy to take care of your research for you through the use of our forms.
    • Custom Forms – imprint your brand and policies on our compliant loan documents.
    • Red Flags Tool Kit – everything you need to be in compliance with Red Flags regulations.
    • Risk-Based Pricing Tool Kit – everything you need to stay compliant with Risk-Based Pricing regulations.
     

    Create a Seamless, Compliant Loan Process That Connects to Lenders

    We help recreational vehicle dealers stay compliant with ever-changing federal and state consumer finance regulations; save time and money with compliant processes; improve efficiency; and reduce regulatory compliance risk. We are committed to helping you close more deals by automating your communications with lenders, offering fully compliant and warranted loan documentation, and providing dealer tool kits for managing your compliance procedures.

    Don’t expose your dealership to unnecessary risks of litigation or penalties. Click on the links below, NOW, to learn how our compliance solutions improve your loan application process while removing the worry from your transactions.

    • AppOne® – lending workflow platform connects you to your lenders to help you close more deals faster.
    • Bankers Systems Documents and Forms – warranted forms, such as retail installment contracts, to keep you in compliance with all state and federal laws
    • Custom Forms – imprint your brand and policies on our compliant loan documents.
    • Red Flags Tool Kit – everything you need to be in compliance with Red Flags regulations.
    • Risk-Based Pricing Tool Kit – everything you need to stay compliant with Risk-Based Pricing regulations.
     

    Reduce the Cost, Effort and Time Required to Maintain Compliant Loan Documents

    Dealer management and loan origination systems providers expend significant time and dollars to update and revise contract and document formats created by ever-changing consumer finance regulations. We help third party system providers reduce their compliance costs by offering fully compliant and warranted loan documentation delivered through multiple methods.

    • DocOne® – move contract and document format maintenance to the cloud and reduce your maintenance costs through our web-based DocOne technology.
    • Bankers Systems Documents and Forms – warranted forms, such as retail installment contracts, to keep you in compliance with all state and federal laws.
    • Custom Forms – imprint your brand and policies on our compliant loan documents.
     

    We Invest in Relationships That Help Grow the Automobile and Recreational Vehicle Dealer Markets

    We have a long history of collaborating with dealer associations, creating valuable relationships that foster growth in the automobile and recreational vehicle dealer markets. We help independent auto and recreational vehicle dealers stay compliant with ever-changing federal and state consumer finance regulations and save time and money with compliant processes. We are committed to serving the needs of dealer associations and their members by offering comprehensive programs featuring our fully compliant and warranted loan documentation.

    Visit our Associations page to learn more about our current relationships. 

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