All features

Feature

Credit application software for auto brokers

Publish your application link on your brokerage website, then route submissions directly into your staff portal with tenant-scoped records and assignment workflow.

Hosted apply linksSecure intakePortal queue
Branded credit form
Staff assignment
Status tracking
Org data isolation

Capabilities

What your team gets in the portal

Core workflows brokerages use daily, organized in one workspace instead of scattered tools.

Hosted credit form links

Each brokerage gets its own apply URL you can embed on your site, ads, or email campaigns.

Portal application queue

Submissions land in the same queue your managers assign and your sales team works daily.

Assignment and ownership

Managers set who owns each application so follow-up does not get lost in shared inboxes.

Status progression

Track review stages from first submission through approval without exporting to spreadsheets.

Tenant-scoped records

Applications, documents, and customer context stay isolated to your brokerage workspace.

Soft credit checks

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.

Demo-safe previews

Marketing demos can show the intake experience without exposing live customer data.

Workflow

How work moves through the system

01

Customer submits

Prospects complete your hosted credit form from your website or campaign link.

02

Portal receives intake

The application appears in your brokerage queue with timestamp and source context.

03

Staff triages and assigns

Managers or leads assign ownership and set priority for sales follow-up.

04

Team advances status

Staff update the record through review and approval stages tied to customer workflow.

Modules

Portal areas included

Hosted apply page

Public credit form with brokerage branding on supported plans.

Application queue

Filters, assignment, and export for submitted applications.

Customer linkage

Applications connect to customer records as deals progress.

Co-signer flows

Supported intake paths when a second applicant is required.

Soft credit pulls

Optional vendor integration for Experian, Equifax, and TransUnion checks from the portal.

Slack alerts

Optional webhook when a new application or sell request hits your site.

Roles

Built for how broker teams are structured

Admin

Configure domains, branding, modules, and who can access intake settings.

Manager

Oversee the application queue, assignments, and team workload.

Sales

Work assigned applications and update customer follow-up in the portal.

Finance

Review deal-related context where financial modules are enabled.

Why brokerages use hosted apply links

Generic contact forms create manual re-entry and unclear ownership. LeasingStack routes structured credit intake straight into the portal your team already runs.

Summary

At a glance

Best for

Brokerages needing structured application intake

Fast win

Less manual follow-up confusion

Main outcome

Faster review and assignment flow

Explore

Related pages

FAQ

Common questions

Can I keep my existing website?

Yes. Most teams link their site buttons to the hosted LeasingStack apply URL instead of rebuilding their site.

Where do submissions go?

They appear in your brokerage application queue inside the staff portal for assignment and follow-up.

Is intake data private to my brokerage?

Yes. Applications and related files are scoped to your organization workspace.

Can we run soft credit checks in LeasingStack?

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.