Helping you stay ahead of the competition

Welcome to the Mahindra Finance USA Retail Training Center! From to user guides to forms and apps to tips for success, the Retail Training Center provides the resources you need to maximize sales opportunities and fund deals more quickly. Explore our resources that are designed to help you keep business moving quickly.

If you need personal assistance, we are here for you. Please contact your Mahindra Finance USA Sales Representative with any questions.

Resources for Success

Looking for a credit application, Salesperson Bonus form or a user guide? You have come to the right place! Our resources include user guides, forms and reports and helpful information and tips. Keep scrolling to find quick hitting videos for even more great information.

Check out the resources below and let us know if you need personal assistance .

User Guides

Retail Hub user guide | Download
DocuSign user guide | Download
Pre-Approval Hub user guide | Download
Pre-Approval quick reference guide | Download

Forms & Reports

Credit application | Download
Dealer authorization | Download
Delivery Installation Report | Download
Dealer Bonus DocuSign form | Download
Dealer Bonus ACH form | Download
W9 | Download

Helpful information & tips

90 Days No Payments FAQs | Download
FAQs | Download
Process outline | Download
General contact information | Download
Faster funding tips | Download
Holmes Murphy insurance | Download

Video tutorial

Retail Hub overview
A step-by-step Retail Hub tutorial that shows you how to login, enter a quote, compare quotes, add buyers and submit an application.

Retrieving a customer’s application for pre-approval from Retail Hub
Your customer has applied for financing on the Pre-Approval Hub. Now what? Learn how easy it is to retrieve their information from Retail Hub and complete the financing process.

Pre-Approval Hub application overview
Mahindra Finance USA’s Pre-Approval Hub helps buyers secure pre-approval online. Experience the application process from the buyer’s perspective.

Initiating eDocs from Retail Hub
eDocs via DocuSign is now integrated with Retail Hub, saving time for you and your customers. See how to initiate eDocs in Retail Hub in our step-by-step overview.

Utilizing Retail Hub as a quick quote tool Video
See how to calculate payments in Retail Hub.

Calculate a rate buydown in Retail Hub
Learn how to make your equipment proposition more attractive by buying down the financing rate in Retail Hub.