Application pipeline
Track status, ownership, and next steps for every credit and intake submission in one queue.
Feature
Auto broker CRM software
One portal for your brokerage team: intake handoff, application queue, customer records, inventory, deals, and financial workflows without juggling spreadsheets and disconnected tools.
- Pipeline control
- Staff assignment
- Customer workflow
- Role-based access
- Application queue
- Customer records
- Inventory and deals
- Role-based access
Capabilities
What your team gets in the portal
Daily broker workflows in one workspace, not scattered tools.
Customer records
Keep contact history, documents, and deal context tied to each application your team is working.
Deal Desk quoting
Build lease and finance quotes with program lookup for supported vehicles, save them for your team, and print a branded PDF for the buyer.
Inventory and lease deals
Manage vehicle inventory and lease specials alongside the customer workflow. On Pro, Off the Lot searches live dealer inventory you can desk in one click.
Sell-your-car requests
Trade-in leads from your hosted sell link land in the same portal with photos, assignment, and status tracking.
Staff roles and permissions
Give admin, manager, sales, and finance staff the right visibility without oversharing sensitive data.
Activity and operations
See team workload, assignments, and progress from a shared dashboard built for daily execution.
Financials and commissions
Track deals, broker fees, commissions, and payouts on supported plans without a separate spreadsheet.
Slack and credit vendor hooks
Optional Slack alerts for new site intake, plus soft pulls through your vendor for Experian, Equifax, and TransUnion when credentials are connected.
Workflow
How work moves through the system
01
Lead arrives
Hosted intake links or manual entry feed applications into your brokerage queue.
02
Manager assigns
Staff get clear ownership, status, and priority so follow-up does not live in email threads.
03
Team executes
Sales and ops update customers, inventory, and deals in the same portal your managers monitor.
04
Finance closes the loop
Commissions, broker fees, and deal financials stay connected to the customer record when you enable financial modules.
Modules
Portal areas included
Applications
Queue, filters, assignment, and export for credit intake.
Deal Desk
Lease and finance quotes with printable customer PDFs. Manual quoting on Growth; live lender programs and rebates come with Pro.
Customers
Profiles, contact logs, documents, and delivered deal history.
Sell requests
Trade-in leads from your sell-your-car link, with photos and follow-up in the same portal queue.
Inventory
Vehicles, lease specials, and media for your storefront links.
Financials
Deals, commissions, broker fees, and payouts on supported plans.
Roles
Built for how broker teams are structured
Admin
Org setup, staff invites, modules, domains, and billing visibility.
Manager
Queue oversight, assignment, and team workload across pipelines.
Sales
Application follow-up, customer updates, and deal progression.
Finance
Deal financials, commissions, and payout tracking where enabled.
Why teams switch
Most brokerages outgrow spreadsheets, inbox routing, and tab switching. LeasingStack gives managers and staff one shared operating system for intake through close. Compare software options when you evaluate a switch.
Summary
At a glance
Best for
Brokerages running daily team workflows
Fast win
Cleaner assignment and follow-up visibility
Main outcome
More organized pipeline execution
Explore
Related pages
FAQ
Common questions
Can my team quote lease and finance deals in LeasingStack?
Yes. Deal Desk is included on every plan so your team can build lease and finance quotes and print a branded PDF for the customer. Growth has manual Deal Desk quoting with your own figures. Live lender programs and rebates come with Pro.
Can multiple staff work the same queue?
Yes. Managers can assign applications and customers while sales and finance staff work within role-based permissions.
Does each brokerage stay separate?
Yes. Data and files are scoped to your organization workspace with tenant isolation on supported records.