Registration Streamlining for Sales & Finance

Sales & Finance Training

Registration Streamlining for Sales & Finance F&I

Registration Streamlining for Sales & Finance


You know how fast-paced and customer-focused the F & I team is, and how important it is to make sure everyone is on the same page with the many details involved in the vehicle sale process. Registration Streamlining for Sales & Finance training is designed to give you and the F & I team detailed instruction on the proper completion of DMV forms, fee rating and collection, and a deeper understanding of the Vehicle Inquiry Report (KSR) along with other relevant topics. Learn how to reduce errors when preparing DMV documentation at the time of sale and minimize unnecessary dealership overages of fees, while better meeting submission timelines. Improve communication between the sales and finance department and title clerks ensuring a smooth title and registration process, which ultimately benefits your customers.

 Who Should Attend?

Sales/Finance Managers and staff

 After this course, you will understand: 

  • Various DMV forms, including reports of sale, titles, and odometer disclosures and how to accurately complete them
  • The DMV’s general policies regarding true full names, signatures, and addresses
  • The information provided on the Vehicle Inquiry Report (KSR)
  • Dealership compliance requirements
  • How to rate fees
  • How to avoid penalties
  • The differences between GVWR, GVW and CGW weight ratings and how to document them

 Topics Covered

Completing DMV Forms DMS Fee Discrepancy Names and Addresses Signatures Fee Collection
RS and Transfer Forms Collection of Reg Documents      


Effective January 1st, 2018 — Price: $15 per person (DMVdesk user), $109 per person (non-DMVdesk user).

Available throughout the year by appointment. For scheduling and pricing, call 818-706-1949 and ask for RMP or contact [email protected]




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