A working record of the relationship
Indirect lending depends on more than application intake. Lenders also manage contacts, locations, ownership, program access, portal users, documents, follow-up and a history of the relationship. myDEALER maintains the dealer or vendor relationship as a working record connected to Dealer Portal and appTRAKER transactions.
Maintain the information teams need to support and govern the network:
Organize the network around your operating model
Dealers and vendors may have multiple rooftops, contacts and users. Internal responsibility may follow territory, portfolio or another lender structure.
myDEALER represents those relationships and gives staff a searchable record of relationship ownership, contacts, status, history and outstanding work.
Control external access
myDEALER works with Dealer Portal to determine which approved users can enter the external experience and what they may access.
The relationship record and the transaction channel stay distinct: myDEALER manages the partner; Dealer Portal supports partner interaction on applications.
Keep activity visible
Notes, categorized activity and follow-up remain attached to the relationship, giving authorized teams shared visibility into contacts, activity, follow-up and relationship history.
Connected to origination
Partner and program information can participate in appTRAKER workflows for application intake, underwriting, communication, documents and funding. The relationship context is available where the lending work actually happens — see automotive indirect lending for the transaction side of that.
Dealers, vendors and other originating partners
Dealer relationship management is the primary use, and the same configurable model extends to vendors, merchants and other indirect-originating partners.
A home-improvement contractor, an equipment vendor and a franchised dealership all introduce the same operating questions: who are the locations and contacts, who inside the lender owns them, who may access the portal, and what has happened so far. myDEALER answers those questions for whichever partner types the lender originates through.
How the products fit
Three jobs, three products. Relationship management, channel access and origination stay connected while keeping separate configuration and ownership.
Frequently asked questions about myDEALER
Is myDEALER the same as Dealer Portal?
No. myDEALER is the lender relationship-management environment. Dealer Portal is the external application and collaboration channel used by approved partner users.
Can it support multi-location dealers?
Yes. The relationship model can account for multiple locations, contacts and portal users under one organization.
Does myDEALER support vendors and merchants as well as dealers?
Yes. The same configurable relationship model extends to vendors, merchants and other indirect-originating partners, with the partner types set up during implementation.
Can it control who reaches Dealer Portal?
Yes. myDEALER manages portal users and permitted access, so external entry is governed from the relationship record rather than maintained separately.
Does relationship information reach the origination workflow?
Yes. Partner and program information can participate in appTRAKER intake, underwriting, communication, document and funding workflows.
Is myDEALER a general CRM or ERP?
Its purpose is dealer, vendor and indirect-lending relationship management connected to appTRAKER. Broader relationship models or external-system integrations are configured for the intended implementation.