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FlexPath Partner Enablement Guide: Onboarding and Launch Requirements

A reference for partners covering the FlexPath DXP onboarding  to launch workflow.

FlexPath DXP VeriQual™ Introduction

VeriQual™ is an identity-first pre-qualification platform that transforms dealer websites into verified-credit shopping experiences — connecting identity-verified shoppers to real vehicles, real lenders, and real payments seamlessly within the dealer's SRP and VDP experience. Unlike traditional pre-qualification widgets, FlexPath operates as a true Digital Experience Platform (DXP), replacing anonymous form fills and estimated payments with verified, credit-matched buying intent.

This article outlines the end-to-end onboarding to launch process. 

Onboarding Workflow at a Glance

The FlexPath DXP partner onboarding process follows five sequential stages:

  1. Contract — Signed dealer agreement is executed.
  2. Setup Form — Completed setup intake form is submitted.
  3. Integration Prep — Technical integration requirements are gathered and confirmed.
  4. Web + Credit Setup — Website integration and credit provider credentialing are configured.
  5. Launch — Service goes live once all setup items are complete.

Average time to launch: 5–7 business days once all required setup items have been received. The client's responsiveness will drive the overall timeline.

Onboarding Prerequisites

Onboarding cannot begin until the following requirements are completed:

  • Executed dealer agreement
  • Completed onboarding intake form

Partner Onboarding Accountability

A clear division of responsibilities ensures an efficient and timely launch.

Role Responsibility
Partner (Agent/Reseller) Assists the Implementation team with dealer communication, responsiveness, and document collection to help prevent onboarding delays through timely dealer follow-up.
Dealer Responsible for timely completion of setup requirements and credit credentialing.
FlexPath DXP Responsible for implementation, configuration, and platform activation once all required inputs are received.

Important: Delays in dealer responsiveness may impact onboarding timelines, go-live scheduling, and partner commission timing.

What Happens After Dealer Enrollment

Once the dealer agreement is executed, FlexPath initiates the onboarding process and coordinates launch readiness with all parties.

Dealer Welcome & Onboarding Initiation

A Welcome Email is sent to the dealer outlining:

  • Required onboarding action items
  • Setup and credentialing requirements
  • Implementation timelines and next steps
  • Key contacts and launch coordination details

Partner / Reseller Responsibilities

The partner (agent or reseller) is expected to assist the Implementation team by:
  • Supporting dealer responsiveness and follow-up
  • Helping coordinate required onboarding documentation
  • Assisting with timeline management to support an on-time launch

Typical Dealer Action Items

  • Credit Setup & Credentialing
  • Payment Quoting Configuration
  • CRM Lead Source Setup
  • Dashboard User Provisioning
  • Website Integration Approval
  • Analytics & Reporting Configuration

Soft-Pull Credit Credentialing

Dealers must complete credentialing with their selected soft-pull credit provider through DocuSign prior to onboarding.

700 Credit

Agility Credit

  • New clients complete the Agility Credit New Client DocuSign.
  • Existing clients complete the Existing Agility Credit Client DocuSign.
  • Required information: Accounts Payable Contact (name, email, phone), Dealer License (state and license number).

FlexPath TU Vantage CrediTier 

(No Credentialing Required)

  • Reply to the Welcome Email confirming: “Opt in for FlexPath CreditTier.”

Note: The $0.43 VQ surcharge applies regardless of which credit provider is selected.

CRM and Lead Source Setup Best Practices

To ensure leads are properly captured and tracked post-launch, the following CRM configurations should be completed during setup:

  • Configure FlexPath as a lead source in the dealer's CRM.
  • Leads are delivered from leads@adf.flexpathdxp.com.
  • ADF leads use the provider ID FPDXP.

Periodically reconcile lead counts to ensure accuracy. Note that CRMs may source leads based on the original engagement date, which can result in what appear to be duplicate entries — FlexPath leads include more detailed engagement and qualification data to support downstream follow-up.

Portal Access and User Setup

The FlexPath Portal provides dealers and partners with access to lead data, reporting, and account management. Portal access uses secure, email-based authentication — no usernames or passwords are required.

To add a new user:

  1. Log in to the FlexPath Portal.
  2. Navigate to the Users tab.
  3. Select Create New and enter the user's name, email, phone number, and profile restrictions and permissions.

Users must be explicitly granted permission to view soft pull data. Regularly review user access to ensure only active team members can view lead information.

Lead Access Permission Levels

  • Full Credit Bureau Data: Access to all available lead details, including full credit bureau data.
  • Consumer PII: Access to consumer personal information, qualification score, and full prequalification details (excluding full credit bureau data).
  • General Lead Information: Access to city, state, ZIP, qualification score, and limited financing details.
  • Lead Reporting & Summary Data: Access to aggregated reports and summary data only; no individual lead details.

Administrative Privileges

  • Dealer Groups: May manage users for Dealer Groups and associated Rooftops.
  • Dealer Rooftops: May manage users for their specific Rooftop only.

Integration and Deployment Best Practices

To maximize the value of the FlexPath platform after launch, partners and dealers should follow these deployment guidelines:

  • Deploy FlexPath across multiple engagement channels, including QR-enabled prequalification, direct mail campaigns, in-store promotions, and on-the-lot interactions.
  • Streamline overlapping tools on the dealer website to maintain a clean user experience and avoid redundant calls to action.
  • Incorporate VeriQual™ into the dealer's advertising strategy to maximize shopper engagement.
  • Regularly review and update autoresponders, campaigns, and marketing templates to ensure consistent messaging across all platforms.
  • Confirm all relevant team members have active portal logins with appropriate access levels.
  • Ensure the team understands VeriQual™ data points and how to use them when following up with credit-qualified leads.

Analytics and Attribution Setup

To maintain consistent attribution and reporting across campaigns, the following resources are available during and after onboarding:

Partner Enablement Resources

The following resources are available to support partners through the sales and onboarding process:

Resource Type Resource
Setup Forms Setup Intake Form
Onboarding Onboarding Checklist; Onboarding Requirements + SLA
Sales Support GPQ Demo, SVP Demo, SBP Demo, Shared Collateral Folder
Reseller Resources Reseller Pricing and Commission Structure; Cancellation Policy; FlexPath Dealer Terms and Conditions
Agent Resources Agent Contract Intake Form; Agent Pricing and Commission Structure

Note: Agent commissions are issued monthly, dependent on active dealer billing.

Support Contacts

For onboarding questions, technical support, or to schedule a training session with a Subject Matter Expert, contact the FlexPath DXP team:

Summary

A successful FlexPath DXP dealer launch depends on clear accountability, complete and timely information submission, and proper post-launch configuration. Partners play a critical role in keeping dealers engaged and responsive throughout the process. With all setup items in place, most accounts are live within 5–7 business days. Following the integration guidelines, CRM configuration best practices, and user access protocols ensures the platform performs at its full potential from day one.