Client Intake
- Hosted credit application page per brokerage
- Hosted sell-your-car page with photo support
- Public broker website with inventory and lease deals on display
- Demo-safe preview banners on shared marketing host
LeasingStack features
Softwarefor auto broker operations
White-label intake, Lead Center queues, Deal Desk quotes, marketing email, and a staff portal for applications, customers, and deals.
LeasingStack
Buyer links · staff desk · one brokerage
Product areas
Explore by workflow
CRM, quotes, intake, and website in one platform.
- OperationsAuto broker CRM + desking softwarePipeline, assignments, staff workflows, and customer records for brokerage operations.Application queue · Customer records · Inventory and deals
- IntakeLead CenterShort-form lead links for Instagram, texts, and your site, plus lease-return retention in one assignable queue.Lead links · Lease-return follow-up · Portal assignment
- QuotingDeal DeskBuild lease and finance quotes, then save and print a branded PDF for your customer. Growth has manual Deal Desk quoting; live lender programs, rebates, and dealer inventory come with Pro.Lease and finance payments · Live lender data on Pro · Branded quote PDF
- IntakeCredit application softwareHosted credit forms linked to your brokerage, with secure intake and staff follow-up.Branded apply links · Portal queue routing · Assignment controls
- IntakeTrade-in intake softwareSell-your-car forms with vehicle details, photos, and direct handoff to your portal queue.Vehicle details · Photo capture · Staff workflow handoff
- PresenceBroker websiteEditable broker site with inventory and Apply or Sell connected to your CRM. Host on LeasingStack, point your domain, or embed the application into the site you already have.LeasingStack or custom domain · Inventory on display · Embed into existing sites
- MarketingMarketing emailSend branded campaigns and automations to customers who opted in: birthday, holidays, and lease specials, with your domain and unsubscribe compliance built in.Custom sending domain · Campaigns and templates · Birthday and holiday automations
- OperationsDealer directoryKeep dealer contacts, notes, and placement sources in the same portal as quotes and deals so your desk can route work to the right partner.Dealer contacts · Placement context · Tied to CRM deals
Workflow fit
Built for brokerage desks
Not a generic CRM skin. Intake, quoting, and follow-up stay in one staff workspace.
Application and trade-in links ready for your website
Publish hosted intake on your site or campaigns without rebuilding your marketing stack.
Status, assignment, and follow-up visibility
Managers and staff share one queue with clear ownership instead of inbox routing.
Lease and finance quotes in Deal Desk
Show clear payments and hand customers a branded printable quote from the same portal. Growth quotes manually; live lender programs and rebates come with Pro.
Inventory and deal workflows connected to customers
Keep vehicles, specials, and deal progress tied to the same customer record. On Pro, search live dealer inventory with Off the Lot.
Dealer directory for your network
Keep dealer contacts in one place and connect quote and placement work to the right source.
Private access controls for sensitive information
Role-based portal access keeps each staff member seeing only what their job requires.
Platform
Full feature map
What ships today across intake, operations, privacy, and growth.
White label
- Subdomain or custom domain for your site and intake links
- Logos, favicon, brand colors, and optional hero videos
- Business profile, hours, SEO, and styled apply or sell forms
- Branded staff portal and printable Deal Desk quote PDFs
Operations Portal
- Application queue with assignment and access controls
- Customer management tied to application workflow
- Inventory, lease deals, and Off the Lot dealer search on Pro
- Tasks, activity tracking, and financial workflow surfaces
Integrations
- Slack alerts for new credit applications and sell-your-car leads
- Soft credit pulls via your vendor account (Experian, Equifax, and TransUnion)
- Scores and bureau links saved on the application for staff follow-up
Staff & Governance
- Different access levels for admin, manager, sales, and finance staff
- Staff profile management with private profile photos
- Internal team chat with org-only visibility
- Setup checks to keep each brokerage workspace separate
Data Privacy
- Applications are visible only to the right brokerage team
- Documents and photos stay private to each brokerage
- Customer records are separated by organization
- Media links are protected so outside users cannot browse them
SEO & Marketing Site
- Google and social sharing metadata set across key pages
- Structured search info for organization, website, and software pages
- Sitemap expansion for features and comparison pages
- Dedicated comparison and feature landing routes
Billing & Plan Controls
- Plan limits for staff seats, inventory, and specials
- Stripe checkout and billing portal integration
- Submission controls when billing or account status changes
- Admin visibility into subscription and account health
Compare
See how Deal Desk stacks up
Side-by-side guides for teams evaluating desking and broker CRM tools.
- vs xDeskFast desking calculator next to Deal Desk plus hosted intake.
- vs DealerDeskProFleet manager CRM and RealDesking vs a brokerage staff portal.
- vs mDeskingIncentive research tooling vs intake, quotes, and daily ops.
- vs VinSolutionsFranchise dealership CRM vs a broker CRM + desking platform.
- vs DealerSocketDealership sales and service CRM vs broker intake and Deal Desk.
- All comparisonsBrowse every side-by-side guide in one place.
FAQ
Common questions
What does LeasingStack include for auto brokers?
LeasingStack includes hosted intake links, an editable broker website, Deal Desk quoting, marketing email for opted-in customers, a staff portal, and workflows for applications, customers, inventory, and deals.
Can each brokerage keep data private?
Yes. LeasingStack is built with tenant isolation so data and files stay scoped to each brokerage organization.
Do I need to replace my website to use LeasingStack?
No. Use the included editable broker site, point your own domain at it, or keep your existing website and embed the credit application so leads still reach your CRM.
Get started
Ready to see it in your workflow?
Walk through the shared live demo first, then launch your brokerage workspace when you are ready.