Hosted credit form links
Each brokerage gets its own apply URL you can embed on your site, ads, or email campaigns.
Feature
Publish your application link on your brokerage website, then route submissions directly into your staff portal with tenant-scoped records and assignment workflow.
Capabilities
Core workflows brokerages use daily, organized in one workspace instead of scattered tools.
Each brokerage gets its own apply URL you can embed on your site, ads, or email campaigns.
Submissions land in the same queue your managers assign and your sales team works daily.
Managers set who owns each application so follow-up does not get lost in shared inboxes.
Track review stages from first submission through approval without exporting to spreadsheets.
Applications, documents, and customer context stay isolated to your brokerage workspace.
Connect your vendor credentials to run soft pulls from the application. Summaries for Experian, Equifax, and TransUnion stay on the record with links to full bureau reports.
Marketing demos can show the intake experience without exposing live customer data.
Workflow
01
Prospects complete your hosted credit form from your website or campaign link.
02
The application appears in your brokerage queue with timestamp and source context.
03
Managers or leads assign ownership and set priority for sales follow-up.
04
Staff update the record through review and approval stages tied to customer workflow.
Modules
Public credit form with brokerage branding on supported plans.
Filters, assignment, and export for submitted applications.
Applications connect to customer records as deals progress.
Supported intake paths when a second applicant is required.
Optional vendor integration for Experian, Equifax, and TransUnion checks from the portal.
Optional webhook when a new application or sell request hits your site.
Roles
Configure domains, branding, modules, and who can access intake settings.
Oversee the application queue, assignments, and team workload.
Work assigned applications and update customer follow-up in the portal.
Review deal-related context where financial modules are enabled.
Generic contact forms create manual re-entry and unclear ownership. LeasingStack routes structured credit intake straight into the portal your team already runs.
Summary
Best for
Brokerages needing structured application intake
Fast win
Less manual follow-up confusion
Main outcome
Faster review and assignment flow
Explore
FAQ
Yes. Most teams link their site buttons to the hosted LeasingStack apply URL instead of rebuilding their site.
They appear in your brokerage application queue inside the staff portal for assignment and follow-up.
Yes. Applications and related files are scoped to your organization workspace.
Yes, when you connect your vendor account in portal settings. Staff can run soft pulls on an application and keep Experian, Equifax, and TransUnion summaries on the record, with links to full bureau reports at the vendor.
Feature
Publish your application link on your brokerage website, then route submissions directly into your staff portal with tenant-scoped records and assignment workflow.
Capabilities
Core workflows brokerages use daily, organized in one workspace instead of scattered tools.
Each brokerage gets its own apply URL you can embed on your site, ads, or email campaigns.
Submissions land in the same queue your managers assign and your sales team works daily.
Managers set who owns each application so follow-up does not get lost in shared inboxes.
Track review stages from first submission through approval without exporting to spreadsheets.
Applications, documents, and customer context stay isolated to your brokerage workspace.
Connect your vendor credentials to run soft pulls from the application. Summaries for Experian, Equifax, and TransUnion stay on the record with links to full bureau reports.
Marketing demos can show the intake experience without exposing live customer data.
Workflow
01
Prospects complete your hosted credit form from your website or campaign link.
02
The application appears in your brokerage queue with timestamp and source context.
03
Managers or leads assign ownership and set priority for sales follow-up.
04
Staff update the record through review and approval stages tied to customer workflow.
Modules
Public credit form with brokerage branding on supported plans.
Filters, assignment, and export for submitted applications.
Applications connect to customer records as deals progress.
Supported intake paths when a second applicant is required.
Optional vendor integration for Experian, Equifax, and TransUnion checks from the portal.
Optional webhook when a new application or sell request hits your site.
Roles
Configure domains, branding, modules, and who can access intake settings.
Oversee the application queue, assignments, and team workload.
Work assigned applications and update customer follow-up in the portal.
Review deal-related context where financial modules are enabled.
Generic contact forms create manual re-entry and unclear ownership. LeasingStack routes structured credit intake straight into the portal your team already runs.
Summary
Best for
Brokerages needing structured application intake
Fast win
Less manual follow-up confusion
Main outcome
Faster review and assignment flow
Explore
FAQ
Yes. Most teams link their site buttons to the hosted LeasingStack apply URL instead of rebuilding their site.
They appear in your brokerage application queue inside the staff portal for assignment and follow-up.
Yes. Applications and related files are scoped to your organization workspace.
Yes, when you connect your vendor account in portal settings. Staff can run soft pulls on an application and keep Experian, Equifax, and TransUnion summaries on the record, with links to full bureau reports at the vendor.