Training
Before any of your staff sell our products and when new products, product features, processes or procedures are launched, your staff should receive adequate training.
Your Account Manager can provide you with a launch training pack if requested.
Contents of your launch training pack
A comprehensive guide to using our DealerZone system.
The Management Information we make available to you to assist your business.
A description of our process when you submit a customer application to us and valuable checklists to aid you with selecting our funders.
Details and contact points for our teams ready to support you.
Details of our products’ differences, including Hire Purchase, Personal Contract Purchase and Fixed Sum Loan agreements.
You must also track and record all training undertaken. Your Evolution Account Manager is available to provide additional systems and product training relating to using DealerZone and selling our products.
The FLA requires all franchise dealers to be SAF accredited or equivalent, which will apply to non-franchised dealers starting in 2025.
FLA member lenders will only be able to transact with accredited firms.
Details of how to get accreditation can be found here, and is a positive benchmark of standards for any dealer:
We are not a training company. Your Account Manager can offer training and support on our products, and our Consumer Duty Resource Hub can support your staff, too. However, the external resources below can help with general training requirements and other regulatory support.
