Services

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The Dealer Desk provides practical, hands-on back-office and compliance support for independent auto dealers. 

Our services are designed to help dealerships operate efficiently, remain compliant, and reduce costly mistakes—without forcing dealers into complicated systems or unnecessary technology.

We work the way dealers actually work: handling details, answering questions, and putting structure in place so problems are prevented instead of fixed after the fact.

We assist dealers with the day-to-day operational tasks that keep deals moving and prevent downstream issues.

Services include:

• Deal document preparation and organization
• Assistance with deal processing using dealer management systems (including Frazer Hosted)
• Bill of sale preparation with accurate tax and out-the-door calculations
• Deal jacket review and cleanup
• Ongoing support to correct errors before they become compliance or financial problems

 Title issues are one of the most common—and most expensive—pain points for independent dealers. We provide hands-on assistance to ensure titles are handled correctly and timely.

Services include:

• Title and registration processing support
• Replacement title acquisition
• Resolution of problem titles and ownership issues
• Coordination with tag offices and state requirements

 The Dealer Desk offers professional notary services for dealerships and the general public. Services are available by appointment and may be scheduled independently or bundled with compliance and administrative services.

Available for:

• Dealership and business documents
• Customer signing appointments
• Identity verification support
• Mobile notary services (by appointment)
   

*Notary services do not constitute legal advice.

We provide monthly support to help dealers accurately track taxable sales and prepare sales tax figures for timely remittance.

Services may include:

• Review of dealer-provided sales data
• Monthly sales tax reconciliation
• Preparation of sales tax figures and reports
• Filing assistance where authorized by the dealer

Sales tax services are based on information provided by the dealership. The dealership remains legally responsible for accuracy, filing, and remittance.

Organization and review of deal jackets to support accuracy and record retention. 

Guidance on administrative processes that support efficient dealership operations. 

We help dealerships document how they operate and make decisions—creating defensible procedures supporting compliance and consistency.

Services include:

• FTC Safeguards Rule written information security programs (WISP)
• FTC Red Flags Rule identity theft prevention programs
• Buy Here Pay Here (BHPH) underwriting standards and procedures
• Internal compliance policies and acknowledgments
• Practical guidance to apply compliance rules in real-world operations

Support with record retention practices and general administrative needs. 

Step-by-step guidance covering common title processing scenarios, requirements, and best practices.

Dealer Licensing & Business Setup Support

We assist individuals and dealers navigating Alabama dealer licensing requirements and business structure changes.

Services may include:

• Alabama dealer license application guidance
• Change of ownership or business entity support (LLC formation or updates)
• Documentation preparation and submission assistance

These services are offered as one-time projects and tailored to the specific situation.

Plain-language training on federal and state compliance requirements relevant to independent auto dealers. 

We provide practical training focused on real dealership operations, not theory.

Training and documentation topics include:

• Sales and deal-closing procedures
• BHPH customer communication and responsibility expectations
• Collections procedures and customer service standards
• Inventory control and recordkeeping
• Employee onboarding documentation and acknowledgments

Training is provided as structured sessions or documented materials, based on dealership needs.

Dealers engage The Dealer Desk in several ways:

• As-needed support for specific tasks or issues
• One-time implementation or documentation projects
• Ongoing monthly back-office and compliance support

We help assess your current operations and recommend the level of support that makes sense for your dealership.