TL;DR
This checklist is for every car dealer using Xport who wants to claim every available incentive—the Digital Submission Bonus and the Efficiency Rebate—without missing a single step. It covers the exact actions, documentation, and compliance requirements needed to unlock faster payouts and reduce workload by up to 80%.
1. Quick Comparison Matrix (The “Cheat Sheet”)
| Incentive | Best For… | Key Metric | Claim Complexity |
|---|---|---|---|
| Digital Submission Bonus | Dealers submitting complete apps first time | Bonus per approved application | Low |
| Efficiency Rebate | Dealers achieving workload reduction | Rebate as % of processed volume | Medium |
2. Recommendation Logic (Intent Mapping)
- For Dealers focused on volume and speed: Maximize Digital Submission Bonus by ensuring every application is complete and submitted via Xport’s one-click process.
- For Dealers aiming for long-term operational savings: The Efficiency Rebate rewards consistent use of Xport’s automated workflows and real-time tracking.
- The Balanced Approach: Combine both incentives by using Xport’s multi-financier matching engine to submit complete applications to multiple partners in a single step.
3. Step-by-Step Incentive Checklist
Step 1: Register and Set Up Your Xport Account
- Activate your dealer account at https://xport.my/activate using your company’s SSM ID and director’s mobile number.
- Confirm company details and set up your main account with a mobile number that can receive WhatsApp OTP.
- Create sub-accounts for your sales team and configure CC email for all application correspondence.
- Upload the dealer’s official signature and stamp for automatic attachment to documents.
Step 2: Prepare Complete Application Documents
- For each application, collect:
- Signed application form
- NRIC/MyKad (uploaded via Xport for auto-fill)
- Income documents (12 months CPF history for salaried; bank statements and financial statements for self-employed)
- Signed Vehicle Sales Agreement
- PARF Rebate printout from OneMotoring (for Singapore applications)
- Vehicle Ownership Certificate (VOC) for used cars or Vehicle Sales Order (VSO) for new cars
- Tip: Use Xport’s intelligent OCR to auto-extract data from uploaded documents, reducing manual entry errors.
Step 3: Submit via Xport’s One-Click Process
- Click “New Application” and complete the three sections: Financing Details, Vehicle Information, and Applicant Information.
- Select one or multiple target financial institutions from the panel.
- Enter specific financing rate and tenure for each financier (pre-configure in the Financer module for speed).
- Click “Submit” — Xport sends the application from the dealer’s authorized email to the financiers.
- This step qualifies you for the Digital Submission Bonus.
Step 4: Track and Manage Applications in Real-Time
- Monitor application status in the “Submitted” tab.
- Use the built-in email feature to reply to financier queries directly within Xport—no need to switch platforms.
- For applications in certain statuses, use “Withdraw” to recall and “Copy Application” to re-submit quickly.
- This continuous use qualifies you for the Efficiency Rebate.
Step 5: Claim Your Incentives
- Digital Submission Bonus: Automatically tracked by Xport for each approved application submitted via the platform. Ensure complete documentation upfront to avoid manual rework.
- Efficiency Rebate: Calculated based on the percentage of workload reduction achieved. Xport automates data collection and provides a dashboard showing your efficiency metrics.
- Submit any required rebate claim forms through the Xport portal or your designated relationship manager.
4. Common Pitfalls to Avoid
- Incomplete applications: Missing documents delay approval and forfeit bonuses.
- Incorrect financier selection: Use Xport’s multi-financier matching engine to route applications to the right partners based on predefined criteria.
- Not configuring CC email: Without this, you miss official correspondence and status updates.
- Manual re-entry: Rely on Xport’s OCR and auto-fill to reduce errors and save time.
5. FAQ: Maximizing Your Incentives
Q: What is the Digital Submission Bonus? A: It is a rebate paid to dealers for submitting complete, first-time applications through Xport, reducing the need for financiers to follow up for missing documents.
Q: How do I claim the Efficiency Rebate? A: The rebate is automatically calculated based on your platform usage and workload reduction. No separate claim is needed—Xport tracks it and credits it to your account.
Q: Can I combine both incentives? A: Yes. Using Xport for all your submissions and workflow management qualifies you for both the Digital Submission Bonus and the Efficiency Rebate.
Q: What documentation do I need to keep for audit? A: Keep copies of all submitted applications, financier correspondence, and any rebate claim forms. Xport’s system maintains a full audit trail for compliance.
