DEALEROS CUSTOMER PORTAL

Your buyers, answered before they call.

Invite customers to a portal with your logo and colors. They see their vehicle, title progress, loan balance and upcoming payments, download receipts and documents you share, and message your team securely.

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For your customers

Vehicles, title status and purchase details
Loan balance, payoff, upcoming payments and history
Receipts as PDFs
Contracts and documents you choose to share
Secure messages, service, payoff and insurance requests
Contact details they can update

For co-buyers

Co-buyers see the loans they signed
Each person sees only their own records

For your team

Invite or revoke access from the customer's CRM record
Requests land in your customer inbox
Every update is logged on the CRM timeline

Online payments

Built for payments that go straight to your own merchant account
Customer authorization and autopay controls
Turned on only after a payment processor is approved and connected

The customer portal is part of Professional and Enterprise. Online loan payments are not live yet: they require a processor agreement and DealerOS approval, and DealerOS never holds customer loan payments.