Dealer Onboarding Checklist

Dealer Onboarding Checklist

1. Account Registration & Approval

• Complete the Dealer Application Form

• Submit required information 

• Allow 2–3 business days for review

2. Dealer Portal Access

• Once approve, you'll receive login credentials for the Dealer Portal

• Access the portal at dealer.mosaicdoors.com

• Review and update your profile and contact information

3. Product Catalog & Pricing

• Download the current digital product catalog 

• Review dealer pricing tiers and available volume discounts

• Request samples or a display kit for your showroom

4. Marketing Materials

• Access high-resolution product images, logos, and marketing assets

• Review brand guidelines for co-branded promotional use

• Request printed brochures or in-store signage (optional)

5. Ordering & Fulfillment Process

• Learn how to place orders through the portal or via email

• Understand standard lead times, shipping methods, and order tracking

• Review our return policy and damaged goods claim procedure

6. Payment & Billing

• Set up your preferred payment method (credit card, ACH, or net terms if applicable)

• Review invoice schedules and payment terms

• Contact [e-mail] for any billing-related inquiries

7. Sales & Design Support

• Connect with your dedicated account manager

• Schedule an optional onboarding call to review product lines and sales tools

• Access installation guides, FAQs, and design support resources

8. Training & Product Updates

• Subscribe to dealer newsletters for product updates and announcements

• Register for upcoming product training sessions and webinars

Need help? Contact us:
Email: [e-mail]