Automatic Pricing Portal

Edit NADA, term, or rate per account — totals recalc as you go. Uncheck to exclude an account. (Rate is a decimal, e.g. 0.80 = 80%.)

Prices the included accounts from the review grid as one pool (buy the book at a discount to hit a yield). To change the pool, go back and check/uncheck accounts. Assumptions default to IDA's; edit and re-run. Rates are decimals (0.72 = 72%).

Admin only. Roles: admin (full access + Setup/Users), pricer (upload & price), valuation (NADA/review), approver (signs off a bulk price before an offer can be made from it). Passwords are stored hashed.

Admin only. Changes apply to new pricing immediately. Rates/factors are decimals (0.80 = 80%).

Advance-rate tiers (advance term in months → rate). Clear a row's months to remove it.

Verification refuses a file if any account is missing something it needs — an account checked against a blank comes back clear having verified nothing. These are the customer details on the standard upload template (columns 3–23). Get what is missing from the dealer, type it in here, Save, then send. Leave a box empty if the dealer does not have it — never type N/A, 0 or a dash: a placeholder passes their check and then defeats it.

Admin only. Connect the Verify and Document Review portals so they can receive deals from here. You do this once for each. You get a code to paste into that system — copy it straight away, it is shown only once. If a code is ever lost or leaked, revoke it here and connect again. Those systems pull from this portal; this portal never sends anything out on its own.

Admin only. Turn an odd dealer file — one whose columns match no built-in DMS — into a usable adapter. Load the file, confirm how each column maps (the suggestions read your column names and the values in them, all on this server — nothing is sent anywhere), then Deploy it. A deployed mapping shows up in the DMS dropdown on the pricer, just like Frazer or Wayne Reaves.

No mappings yet. Build one below.