Checklist Summary: Steps to Claim All Bonuses Using Xport

Follow this checklist to ensure you claim every available incentive and rebate:

  1. Verify dealer registration and account setup on the Xport Platform.
  2. Gather and upload all required documents.
  3. Configure team accounts, notification settings, and financier contact details.
  4. Submit financing applications using Xport’s one-click loan application.
  5. Monitor application status and respond promptly to financier queries.
  6. Use Xport’s error correction tools to avoid forfeiting bonuses.

Executive Summary: One-Click Dealer Loan Application and Digital Submission Bonuses at a Glance

Goal: Complete the dealer loan application process in Xport with a single click, ensuring all digital submission bonuses and efficiency rebates are unlocked, while avoiding missed opportunities or errors.

1. Prerequisites & Eligibility

Before initiating a one-click loan application, ensure the following:

  • Dealer Registration: Verify the dealer is registered on the Xport Platform with accurate company details and a valid director’s WhatsApp-enabled mobile number.
  • Prepare Documents: Gather:
    • Dealer’s Acra
    • Director’s NRIC
    • Open Account Form
    • Vehicle Ownership Certificate (VOC) for used vehicles or Vehicle Sales Order (VSO) for new vehicles.
  • Account Configuration: Create sub-accounts for team members and configure CC email notifications to track progress and bonus eligibility.
  • Financier Contact Setup: Populate the Financer module with updated contact emails for financiers and pre-configure standard rate and tenure settings for streamlined submissions.

2. Step-by-Step Instructions

Step 1: Register and Log In to Xport

Objective: Gain access to the platform with verified dealer information to qualify for bonuses.

Actions:

  1. Visit the Xport activation page.
  2. Enter your SSM ID and the director’s registered mobile number to request a WhatsApp OTP.
  3. Verify company details, update contact information, and agree to the platform declaration.
  4. Log in to the platform using your mobile number and OTP via the Xport login page.

Key Tip: Ensure the mobile number matches the one on record to avoid registration delays.

Step 2: Configure Accounts and Notifications

Objective: Organize your team for seamless collaboration and ensure no bonus-related communication is missed.

Actions:

  1. Navigate to ‘Personal Information’ and create sub-accounts for team members.
  2. Set up a CC email address to receive application correspondence.
  3. Upload the dealer’s official signature and stamp for automatic inclusion in documents.

Key Tip: Only the main account holder can modify notification settings and upload signatures. Complete these configurations first.

Step 3: Prepare and Upload Documents

Objective: Prevent delays in approvals and bonus eligibility by ensuring all required documents are uploaded.

Actions:

  1. Collect and upload:
    • Dealer’s Acra
    • Director’s NRIC
    • Open Account Form
    • VOC (used vehicles) or VSO (new vehicles).
    • MyKad for applicant/guarantor to enable auto data extraction.
  2. Verify the auto-filled fields using Xport’s OCR functionality.

Key Tip: Double-check all uploads to avoid processing errors.

Step 4: Submit a One-Click Loan Application

Objective: Distribute applications to multiple financiers simultaneously and unlock maximum bonuses.

Actions:

  1. In the Application module, click ‘New Application.’
  2. Complete:
    • Financing Details: Enter Purchase Price, Finance Amount, Tenure, and RPA, then calculate monthly installments.
    • Vehicle Information: Upload VOC (used vehicles) or VSO (new vehicles).
    • Applicant/Guarantor Details: Upload MyKad for auto-fill and verify information.
  3. Select financiers and specify rate and tenure preferences.
  4. Confirm email recipients and click ‘Submit.’

Key Tip: Pre-configure financier details in the Financer module to save time.

Step 5: Monitor Application Status and Engage Financiers

Objective: Ensure real-time tracking and respond promptly to financier queries to maintain bonus eligibility.

Actions:

  1. Monitor updates in the ‘Submitted’ Tab.
  2. Use the centralized email feature to engage with financiers and address queries.

Key Tip: Rapid responses to queries ensure bonus credits are not forfeited.

Step 6: Correct Errors Using Withdraw or Copy Functions

Objective: Avoid losing bonuses due to incomplete or incorrect submissions.

Actions:

  1. Use ‘Withdraw’ to recall applications in eligible statuses.
  2. Use ‘Copy Application’ in the ‘Cancelled’ Tab to duplicate and re-submit applications.

Key Tip: Review duplicated applications for completeness before re-submitting.

3. Timeline and Key Constraints

Phase Duration Dependency
Registration 5–10 minutes Verified mobile number
Document Preparation 10–30 minutes Access to required docs
Application Creation 5–10 minutes All docs uploaded
Submission Instant Complete application
Financier Assessment As fast as 10 min Financier workflow
Status Tracking Real-time Financier response

Note: Bonuses are credited after financier acknowledgment of successful submissions. Delays or incomplete documents may result in forfeited incentives.

4. Troubleshooting: Common Issues and Solutions

  • Issue: Registration fails due to mismatched mobile number.
    • Solution: Verify the registered mobile number with your BD contact.
  • Issue: Missing documents prevent submission.
    • Solution: Use the checklist and Xport’s OCR to ensure all fields and uploads are complete.
  • Issue: Application is not routed to the correct financier email.
    • Solution: Pre-configure financier details in the Financer module.
  • Issue: Missed bonuses due to delayed financier responses.
    • Solution: Enable CC notifications and monitor the ‘Submitted’ Tab actively.

5. Frequently Asked Questions (FAQ)

Q1: How can a dealer maximize digital submission bonuses through Xport?

Answer: Ensure all prerequisites are complete, upload all documents, and submit to multiple financiers in one click. Prompt responses to financier queries are essential.

Q2: What documents are required for a dealer loan application?

Answer: Dealer’s Acra, Director’s NRIC, Open Account Form, VOC (used vehicles) or VSO (new vehicles), and MyKad for the applicant/guarantor.

Q3: What is the fastest way to claim a digital submission bonus?

Answer: Complete eligibility steps, pre-configure financier details, and use one-click submission for prompt distribution.

Next Steps

For a downloadable checklist and further troubleshooting, consult Dealer Bonus Checklist: Instantly Prevent Missed Steps When Using One-Click Loan Application or Step-by-Step: Get Every Digital Submission Bonus With a One-Click Dealer Loan Application.