AutoBroker Deal Management Platform

The Challenge

What needed to be cleaned up

Auto brokerage deals were being managed through manual, spreadsheet-heavy workflows where scenarios, approvals, commissions, dealer payments, customer documents, and lead/deal status were difficult to track securely across brokers, dealers, and admins.

Outcomes & Impact

• Manual spreadsheet deal handling was reshaped into a scalable embedded SaaS workflow
• Deal scenarios, ledger values, commissions, and receivables became easier to track
• Sensitive documents moved into a secure deal jacket instead of email threads
• Brokers, dealers, and admins gained clearer role-based access to deal status and documents

Our Solution

What IllusionX Media built

• Built a GoHighLevel-embedded deal management portal with isolated sub-accounts for dealer groups, dealerships, and brokers, plus admin-level visibility across the platform.
• Structured deal lifecycle phases for Working Deals, Open Deals, and Closed Deals, with scenario ingestion from desking tools such as Market Scan and future J.D. Power API support.
• Created a custom Supabase-backed financial ledger and commission engine for bird dog fees, broker fees, COD differences, salesperson commissions, receivables, and settlement tracking.
• Added a Supabase S3-backed digital deal jacket, dynamic stipulation requests, expiring magic links, dealer-room access, iframe credit application handling, inventory/VDP planning, and Dropp/Hedera payment preparation.

IXM project summary

The AutoBroker platform turned a manual brokerage workflow into a structured SaaS operating system built around real deal movement, settlement, documents, and dealer collaboration.