Back End E-dealer Portal with Dealertrack API Integration for allyvehiclefinance.com
Budget: $15 – $25 USD
Objective:
To develop a membership and deal submission portal for allyvehiclefinance.com allowing small independent dealers to register, upload required business documents, submit vehicle deals thru and integrate with Dealertrack’s Opentrack API for automated deal processing and real-time status tracking, while also providing a backed dashboard interface for their clients to see status updates on their pending loan request.
1. Scope of the Project
This project will focus on:
✅ Marketing Website & Dealer Membership Registration back office dashboards and API integrations for existing site https://allyvehiclefinance.com
✅ Dealer Member Database to collect and mange Licensing, Banking & Document Management
✅ Deal Submission System for Small Dealers (Use a variation of the existing Deal Submission Link with TAGS to Identify individual dealer and origin source(i.e. portal sales rep. Sample code here: https://www.weareexotics.com/Dealer-Websites/Pinnacle-Imports-MA/finance.aspx?IsGeneric=0&)
✅ API Integration with Dealertrack Opentrack ( For credit applications, deal tracking and to automate vehicle submissions into inventory when deal closed, exception: all document submissions and messaging to lender require Dealer Approval {i.e. write access to deals for API not avail} )
✅ Automated Status Updates via Dealertrack API to have real time information on portal. This would
✅ Omni-Channel Notifications (i.e. Emails status updates and SMS notifications which include message and link to portal to interact with deal.)
What’s Not Included (Handled by Franchise Dealer & Dealertrack):
❌ In-house financing tools or underwriting (Handled inside Dealertrack, no dealer write access to anything that goes to banks)
❌ CRM or lead management (Handled inside Dealertrack, as business scales a separate CMR / Marketing system may be wise).
2. Core Features & Functionalities
A. Use the existing Public Marketing Website https://alllyvehiclefinance.com
Homepage: Overview of services, benefits for dealers, and call-to-action for registration.
How It Works: Explains the dealer-to-dealer wholesale process and integration with Dealertrack.
FAQ Section: Answers dealer concerns about commissions, licensing, and process.
Contact & Support: Inquiry forms and direct support options that tie to back office. (Would consider templatized solution like "Go High Level" to minimize cost"
B. Dealer Registration & Membership Portal
Dealer Signup Form – Small dealers register by providing:
✅ Business details, contact info
✅ Dealer License & Tax ID
✅ Banking details for payments
✅ PDF Uploads (Dealer License, Tax Docs, Banking Info, Owner’s ID)
Admin Approval System – Franchise dealer reviews and verifies new dealer registrations.
Dealer Dashboard – Once approved, dealers can:
✅ Submit vehicle deals
✅ Track deal statuses via Dealertrack API integration
✅ Update their profile (banking details, licenses, etc.)
C. Deal Submission System & Dealertrack API Integration
1. Vehicle Submission:
Small dealer submits vehicle details (VIN, make, model, condition, pricing, etc.).
System validates pricing (ensuring wholesale pricing logic).
Integration with Dealertrack API creates a live deal in Dealertrack with the vehicle details.
2. Customer Credit Application Submission:
Customer fills out a secure credit application form inside Website Portal.
Customer uploads necessary documents (ID, income verification, proof of residence).
System pushes credit application data into Dealertrack via API.
3. Automated Status Updates from Dealertrack
System pulls real-time deal statuses from Dealertrack via API.
Dealers can track whether the deal is:
✅ Pending Approval
✅ Conditions / Messaging
✅ Approved
✅ Awaiting Funding
✅ Completed
If API status integration is too complex, franchise dealer sends automated status emails.
D. Admin Dashboard for Franchise Dealer
Dealer Management: Approve, reject, or suspend dealers.
Deal Oversight: View incoming deals from small dealers, approve, and process.
Document Verification: Check licenses, tax IDs, and banking details.
API Logs & Monitoring: Ensure proper sync with Dealertrack API.
3. Dealertrack API Integration Strategy
The platform will connect to Dealertrack’s Opentrack API to:
✅ Push Vehicle Data – Transfers wholesale vehicle deal info from Website Portal to Dealertrack when deal approved to prepare docs for closing..
✅ Push Customer Credit Applications – Syncs customer credit data with the live deal in Dealertrack.
✅ Retrieve Deal Status Updates – API pulls real-time updates for dealers inside their dashboard.
✅ Automate Notifications – If API status tracking is not feasible, system triggers status emails.
Technical Considerations for API Integration:
Secure API Authentication: OAuth 2.0-based access to Dealertrack’s system.
Data Syncing Frequency: API calls scheduled at intervals to pull real-time deal statuses.
Error Handling & Failover: Logs API failures and falls back to email status updates.
4. Technical Stack Recommendations
A. Frontend (Dealer Interface & Marketing Website)
Tech Stack: WordPress (for marketing) + React or Vue.js (for portal)
Responsive Design: Optimized for mobile & desktop
Secure Document Upload System
B. Backend (Dealer database & Deal Management)
Tech Stack: Python (Django/Flask) or Node.js (Express.js)
Database: PostgreSQL or MySQL (stores dealer profiles & deals)
API Integrations:
✅ Dealertrack Opentrack API – Sync vehicles, credit apps, and deal statuses
✅ Email/SMS API – For notifications (if API status updates are not feasible)
C. Security & Compliance
Encryption: Secure document storage for licenses, tax IDs, and financial details.
Role-Based Access: Dealers can only view their own deals.
Audit Logs: Tracks API calls and dealer interactions.
5. Project Roadmap & Phases
Phase 1: MVP (1-2 Weeks)
✅ Develop Marketing Website (WordPress or Custom CMS).
✅ Build Dealer Registration System (Profile setup, document upload, admin approval).
✅ Develop Basic Dealer Dashboard (Deal submission without API integration).
Phase 2: Dealertrack API Integration & Automation (3-4 Weeks)
✅ Push Vehicle Data to Dealertrack API when a deal is submitted.
✅ Push Customer Credit Application to Dealertrack API for live deal connection.
✅ Pull Deal Status Updates from Dealertrack API into the portal.
Phase 3: Final Testing & Full Launch (4-6 Weeks)
✅ Final API error handling & optimization.
✅ Deploy status notification system (either via API or automated emails).
✅ Launch to initial dealer network.
6. Next Steps & Action Items
Confirm Dealertrack API Access – Verify endpoints for deal creation & status tracking.
Define Dealer Verification Workflow – Outline how franchise dealers approve new dealers.
Develop MVP Portal – Start with dealer registration & deal submission.
Test API Integration – Ensure smooth syncing between portal & Dealertrack.
Launch & Iterate – Improve based on dealer feedback.
Final Summary
Website will be a dealer membership portal that allows small dealers to register, submit vehicle deals, and connect to Dealertrack’s Opentrack API for automated deal processing. The system will provide real-time tracking, reducing manual work and ensuring franchise dealers can efficiently process wholesale transactions.
By leveraging Dealertrack’s API, the platform will:
✅ Automatically sync vehicle and credit application data
✅ Provide real-time deal status updates
✅ Ensure a streamlined, paperless workflow for all parties
This simplified, API-driven approach minimizes manual intervention and creates an efficient digital workflow for dealer-to-dealer wholesale transactions. * PLEASE NOTE THAT SELECTED FREELANCER WILL BE PROVIDING SUPPORT ON THIS PROJECT TO ASSITS ON CODING VIA GOOGLE MEET. ONE HOUR PER DAY UNTIL PROJECT IS COMPLETE. *
To develop a membership and deal submission portal for allyvehiclefinance.com allowing small independent dealers to register, upload required business documents, submit vehicle deals thru and integrate with Dealertrack’s Opentrack API for automated deal processing and real-time status tracking, while also providing a backed dashboard interface for their clients to see status updates on their pending loan request.
1. Scope of the Project
This project will focus on:
✅ Marketing Website & Dealer Membership Registration back office dashboards and API integrations for existing site https://allyvehiclefinance.com
✅ Dealer Member Database to collect and mange Licensing, Banking & Document Management
✅ Deal Submission System for Small Dealers (Use a variation of the existing Deal Submission Link with TAGS to Identify individual dealer and origin source(i.e. portal sales rep. Sample code here: https://www.weareexotics.com/Dealer-Websites/Pinnacle-Imports-MA/finance.aspx?IsGeneric=0&)
✅ API Integration with Dealertrack Opentrack ( For credit applications, deal tracking and to automate vehicle submissions into inventory when deal closed, exception: all document submissions and messaging to lender require Dealer Approval {i.e. write access to deals for API not avail} )
✅ Automated Status Updates via Dealertrack API to have real time information on portal. This would
✅ Omni-Channel Notifications (i.e. Emails status updates and SMS notifications which include message and link to portal to interact with deal.)
What’s Not Included (Handled by Franchise Dealer & Dealertrack):
❌ In-house financing tools or underwriting (Handled inside Dealertrack, no dealer write access to anything that goes to banks)
❌ CRM or lead management (Handled inside Dealertrack, as business scales a separate CMR / Marketing system may be wise).
2. Core Features & Functionalities
A. Use the existing Public Marketing Website https://alllyvehiclefinance.com
Homepage: Overview of services, benefits for dealers, and call-to-action for registration.
How It Works: Explains the dealer-to-dealer wholesale process and integration with Dealertrack.
FAQ Section: Answers dealer concerns about commissions, licensing, and process.
Contact & Support: Inquiry forms and direct support options that tie to back office. (Would consider templatized solution like "Go High Level" to minimize cost"
B. Dealer Registration & Membership Portal
Dealer Signup Form – Small dealers register by providing:
✅ Business details, contact info
✅ Dealer License & Tax ID
✅ Banking details for payments
✅ PDF Uploads (Dealer License, Tax Docs, Banking Info, Owner’s ID)
Admin Approval System – Franchise dealer reviews and verifies new dealer registrations.
Dealer Dashboard – Once approved, dealers can:
✅ Submit vehicle deals
✅ Track deal statuses via Dealertrack API integration
✅ Update their profile (banking details, licenses, etc.)
C. Deal Submission System & Dealertrack API Integration
1. Vehicle Submission:
Small dealer submits vehicle details (VIN, make, model, condition, pricing, etc.).
System validates pricing (ensuring wholesale pricing logic).
Integration with Dealertrack API creates a live deal in Dealertrack with the vehicle details.
2. Customer Credit Application Submission:
Customer fills out a secure credit application form inside Website Portal.
Customer uploads necessary documents (ID, income verification, proof of residence).
System pushes credit application data into Dealertrack via API.
3. Automated Status Updates from Dealertrack
System pulls real-time deal statuses from Dealertrack via API.
Dealers can track whether the deal is:
✅ Pending Approval
✅ Conditions / Messaging
✅ Approved
✅ Awaiting Funding
✅ Completed
If API status integration is too complex, franchise dealer sends automated status emails.
D. Admin Dashboard for Franchise Dealer
Dealer Management: Approve, reject, or suspend dealers.
Deal Oversight: View incoming deals from small dealers, approve, and process.
Document Verification: Check licenses, tax IDs, and banking details.
API Logs & Monitoring: Ensure proper sync with Dealertrack API.
3. Dealertrack API Integration Strategy
The platform will connect to Dealertrack’s Opentrack API to:
✅ Push Vehicle Data – Transfers wholesale vehicle deal info from Website Portal to Dealertrack when deal approved to prepare docs for closing..
✅ Push Customer Credit Applications – Syncs customer credit data with the live deal in Dealertrack.
✅ Retrieve Deal Status Updates – API pulls real-time updates for dealers inside their dashboard.
✅ Automate Notifications – If API status tracking is not feasible, system triggers status emails.
Technical Considerations for API Integration:
Secure API Authentication: OAuth 2.0-based access to Dealertrack’s system.
Data Syncing Frequency: API calls scheduled at intervals to pull real-time deal statuses.
Error Handling & Failover: Logs API failures and falls back to email status updates.
4. Technical Stack Recommendations
A. Frontend (Dealer Interface & Marketing Website)
Tech Stack: WordPress (for marketing) + React or Vue.js (for portal)
Responsive Design: Optimized for mobile & desktop
Secure Document Upload System
B. Backend (Dealer database & Deal Management)
Tech Stack: Python (Django/Flask) or Node.js (Express.js)
Database: PostgreSQL or MySQL (stores dealer profiles & deals)
API Integrations:
✅ Dealertrack Opentrack API – Sync vehicles, credit apps, and deal statuses
✅ Email/SMS API – For notifications (if API status updates are not feasible)
C. Security & Compliance
Encryption: Secure document storage for licenses, tax IDs, and financial details.
Role-Based Access: Dealers can only view their own deals.
Audit Logs: Tracks API calls and dealer interactions.
5. Project Roadmap & Phases
Phase 1: MVP (1-2 Weeks)
✅ Develop Marketing Website (WordPress or Custom CMS).
✅ Build Dealer Registration System (Profile setup, document upload, admin approval).
✅ Develop Basic Dealer Dashboard (Deal submission without API integration).
Phase 2: Dealertrack API Integration & Automation (3-4 Weeks)
✅ Push Vehicle Data to Dealertrack API when a deal is submitted.
✅ Push Customer Credit Application to Dealertrack API for live deal connection.
✅ Pull Deal Status Updates from Dealertrack API into the portal.
Phase 3: Final Testing & Full Launch (4-6 Weeks)
✅ Final API error handling & optimization.
✅ Deploy status notification system (either via API or automated emails).
✅ Launch to initial dealer network.
6. Next Steps & Action Items
Confirm Dealertrack API Access – Verify endpoints for deal creation & status tracking.
Define Dealer Verification Workflow – Outline how franchise dealers approve new dealers.
Develop MVP Portal – Start with dealer registration & deal submission.
Test API Integration – Ensure smooth syncing between portal & Dealertrack.
Launch & Iterate – Improve based on dealer feedback.
Final Summary
Website will be a dealer membership portal that allows small dealers to register, submit vehicle deals, and connect to Dealertrack’s Opentrack API for automated deal processing. The system will provide real-time tracking, reducing manual work and ensuring franchise dealers can efficiently process wholesale transactions.
By leveraging Dealertrack’s API, the platform will:
✅ Automatically sync vehicle and credit application data
✅ Provide real-time deal status updates
✅ Ensure a streamlined, paperless workflow for all parties
This simplified, API-driven approach minimizes manual intervention and creates an efficient digital workflow for dealer-to-dealer wholesale transactions. * PLEASE NOTE THAT SELECTED FREELANCER WILL BE PROVIDING SUPPORT ON THIS PROJECT TO ASSITS ON CODING VIA GOOGLE MEET. ONE HOUR PER DAY UNTIL PROJECT IS COMPLETE. *