Auto Broker Software: Sell Cars Without a Lot

The platform that treats no lot as a business model: brand offer pages connected the day you sign up, a Dealer Profile for every partner dealership, a credit application link in every text, and a deal page your client signs from anywhere.

An auto broker sells the car the client wants without owning it first. The client describes what they are after, the broker sources it from a partner dealership, negotiates the price, arranges the financing and the delivery, and earns a fee or a spread for the work. No lot, no floorplan, no service drive. A good broker runs on relationships and speed: the client who bought last year sends a colleague, and the colleague expects an answer in an hour.

Most dealer software assumes a lot. It wants an inventory feed before it will show a car, a DMS before it will desk one, and a rooftop before it will take a credit application. So brokers end up on a general contact manager, a spreadsheet for the numbers, a PDF for the application and a personal phone for everything else.

Auto broker software, the way this page uses the term, is the whole sales side of a brokerage built around the fact that there is no lot: clients, conversations, the offers you advertise, the partner dealers you buy from, the deal, the credit application, the signature and the delivery. The LeadLocate for auto brokers page walks a broker's role in depth.

9:40 a.m. A lease client from last spring texts: her colleague wants a midsize SUV, leased, delivered to the office. The text lands in her thread in the CRM, and the broker opens a new lead for the colleague from the phone app.

9:55 a.m. The broker texts the colleague the brand offer page for the make she likes, with the current lease program on it, and a SecureWebX apply link in the same message.

11:30 a.m. The application is in the SecureWebX inbox. The broker shares it with Send to Lender to the captive lender that funds that program, as a code gated, expiring, watermarked link.

1:15 p.m. Two partner dealerships have the unit. The broker opens Desking from the lead, types the unit in the Unit field and picks the first dealer's Dealer Profile. That dealer's fees and deal terms fill in. She switches to the second dealer's profile, and the dealer terms swap while the client's price, rebates and down payment stay put. The second dealer wins.

3:00 p.m. The client opens the customer deal page with her PIN, reads the pencil, asks one question in Deal Chat and signs. Her license and insurance card go into the Deal Jacket by QR from her phone.

Thursday. The car arrives at her office. The sold client Follow Up Process schedules the thank you text, and the referral card from Design Studio goes along with it.

Leave your number and a lead specialist calls you back to answer your questions about pricing, coverage, and setup. Mon - Sat, 9:00 AM - 6:00 PM Pacific.

Prefer to talk right now? Call or text 844-376-2274.

This is the question a broker asks first, and auto broker inventory mode in Inventory Link is the answer. A broker with no lot gets brand offer pages connected the day the account opens, with no feed to connect and no lot to photograph. Each page carries the current OEM programs from the incentives engine for more than twenty makes, in six offer card formats, so a lease special, a finance offer and a cash incentive each look like what they are. A lead form sits beside every offer, one shared confirmation screen follows each submission, and the Schedule a Visit sheet and the request sheet rise from the bottom of a phone screen the way a shopper expects. The brand offer pages page shows the layouts.

A dealer page pulls the brokerage together under your name, with the offers, the lead forms and your contact details, and the embeddable inventory widget drops the same offers into any website you already run. The vehicle finder lets a shopper describe the exact car they want, and the request lands in the CRM with the description attached: for a broker, the start of a sourcing job.

When you do hold a unit, a trade you took or a car you bought to flip, add it by hand in the portal with photos and a decoded VIN, and the vehicle button in every text composer drops it into a message.

A broker buys from many dealerships, and every one has its own fees and terms. Dealer Profiles keep them straight. In Deal Defaults you save one profile per partner dealership. Each new profile starts as a copy of your own business profile, so you change only what differs at that dealer.

On the deal, the Dealer Profile picker fills in that dealership's terms. Switch to another partner mid deal and only the dealer terms change: the client's price, trade, rebates, down payment and pencil stay as you set them, and Undo puts the last dealer back. The profile name stays on your side of the deal and never prints on the client's paperwork or deal page.

Around it sits the full desking engine. Open the lead, press Start New Deal, and type the unit into the Unit field; nothing has to exist in an inventory for the worksheet to run. Cash, finance and lease structures, the 50 state tax matrix for the client's state, three lease tax methods, the multi pencil grid for the sourcing dealer's number beside your alternatives, and goal seek bays that work back from the payment the client named. The desking tool page makes the general case for desking inside the CRM.

The client then gets a customer deal page, branded to you, that opens with a PIN and shows the pencil, every revision and a place to sign, which the deal pages with e-signature page walks through. Deal Chat answers questions on the page, a PencilRecap sheet is the one page version for a spouse, and digital retail on the deal page adds document review, deal review and a shipping quote for the client across the country. The Deal Jacket collects documents by QR from the client's own phone, and the Road to Sale checklist shows what is done and what is missing.

SecureWebX is the secure credit application system in the platform, and it fits a broker because the application travels by link and the broker chooses the lender. Every account gets branded apply links, each customizable with extra sections, custom fields, document uploads and disclosures. The client completes five steps on a phone, adds a co-applicant when there is one, enters an ITIN where that is the right number, and signs with consent captured against versioned terms, in English or Spanish. An abandoned application feeds back to the CRM so you follow up on the client who stopped at step three.

Send to Lender shares an application with any lender you choose, the credit union your client belongs to or the bank that likes your paper, as a code gated, expiring, revocable, watermarked link with a lender response portal. Stipulations get uploaded to fulfill, adverse action notices generate from the application record, OFAC screening runs, and state specific disclosures are yours to add and edit. The credit pull runs on your own bureau account, and when the sourcing dealer or the lender wants the application in a particular format, SecureWebX exports it in the format they expect. Two factor authentication, encryption at rest and a full audit log sit under all of it.

A broker lives on referrals, so start there. The Referral Program has referral campaigns, a shared referral code and real rewards for the client who sends a colleague, and Design Studio prints the business card, the referral card and the NFC card you hand over. Follow Up Processes run the long drip on the client who leases every three years, Bulk Email carries new lease programs to your list from your own authenticated domain, and Bulk Texting reaches everyone about a month end program, with a live do not call lookup and the DNC Blacklist protecting every send.

Then the inbound side. In Lead Targeting, every source you already pay for gets its own lead feed with its own Automated Templates, and each lead reaches the CRM the instant it arrives. Lead Pages builds a landing page for one program in an afternoon, the free live chat widget turns a browsing shopper into a text thread, and the personal website under your own name carries the offers and the booking link.

For more volume, LeadLocate's exclusive lead plans reach local buyers who asked to be contacted, and every lead is delivered to you alone. In Leads Manager you choose your Market Area, read zip stats and a market scan, and our team builds and runs the campaigns from those selections. The auto broker lead generation page covers that side in full.

Both. The LeadLocate CRM is the same dealer CRM software a franchise store runs, and the platform around it is the same: Inventory Link, SecureWebX, DealTracker desking and deal pages, the phone app, the marketing tools and Jax, the bilingual assistant inside LeadLocate that answers in English or Spanish. What changes for a broker is which switches are on. Auto broker inventory mode replaces the feed, Dealer Profiles replace the single house fee sheet, the Unit field replaces the lot, and the apply link replaces the finance office.

Search for car broker software and you find contact managers, lease calculators and e-signature tools sold one by one. Here they share one account. The lease broker software page covers the lease side in detail. Your accounting package and your state licensing stay where they are, and the platform runs beside them. One login launches every product with single sign on, and a broker with two agents adds them in User Management and sets what each one can open.

Every text and photo lands in the client's thread, every application is stored in the console, and your tracking number rings your own ring list, so a client reaches you whether you are at your desk or standing at a partner dealer's lot.

Choose CRM Only at sign up for the whole platform without a lead plan: the CRM, desking, SecureWebX, Inventory Link in auto broker inventory mode, the phone app and the marketing tools. Add Inbound later for local buyers on top. Each plan includes a login to start and more users are an add-on, usage credits cover bulk texting, bulk email, ringless voicemail deliveries and validation, and every plan runs month to month with no long term contract. The pricing page lists every figure.

The first week looks like this:

1. Pick the makes you work so the brand offer pages go live.
2. Build a Dealer Profile for each partner dealership you buy from most.
3. Import your client list and put the apply link in your first text template.
4. Record your voicemail greeting, set booking hours and put the chat widget on your personal website.

Then broker a car the way you always have, with the conversation, the pencil, the application, the signature and the delivery in one record you can open on a phone. That is auto broker software doing its job: one record per client, from the first text to the delivery. A specialist walks through it on a live account whenever you ask.

Can I use dealer software with no lot, no feed and no DMS?

Yes. None of the three is required. Auto broker inventory mode gives a broker brand offer pages connected instantly, the Unit field on the desking worksheet takes a car that lives at another dealer, and SecureWebX apply links carry the credit application without a finance office.

How do I keep each partner dealer's fees straight?

Save a Dealer Profile for each partner dealership in Deal Defaults. Pick it on the deal and that dealer's terms fill in; switch dealers and only the dealer terms change, while the client's price, trade and down payment stay as you set them.

How do I advertise cars I do not own yet?

Brand offer pages carry the current manufacturer programs for the makes you work, with a lead form beside each offer, a dealer page under your name and a widget for any site you already run. Every request lands in the CRM with the vehicle attached.

Can a client sign the deal without meeting me?

Yes. The customer deal page opens with a PIN, shows the pencil and every revision, carries Deal Chat for questions, and takes the e-signature. Digital retail adds document review, deal review and a shipping quote for a client across the country.

Which lender does the credit application go to?

Any lender you choose. Send to Lender shares the application as a code gated, expiring, revocable, watermarked link with a lender response portal. The credit pull runs on your own bureau account.

What does an auto broker pay to start?

CRM Only runs month to month with no long term contract and includes the CRM, desking, SecureWebX, Inventory Link, the phone app and the marketing tools. Added users and usage credits are the other parts, and the pricing page lists every figure.

Tell us the makes you work and two dealers you buy from. We will switch on auto broker inventory mode, build their Dealer Profiles, pencil a car that sits at a partner dealer and send the credit application link, so you judge the platform on your own business. Month to month, no long term contract.

Prefer to talk right now? Call or text 844-376-2274.