Settings

Vantage Auto Group workspace

Organization

Workspace name

Vantage Auto Group

Dealer license #

NJ Dealer #D-38821

Default state / market

New Jersey

Default tax handling

Tax in payment (NJ lease)

Plan & billingFounding tenant pricing

Founding partner

Flat rate · partnership terms

All modules · unlimited seats · distribution partnership per Model A

External tenants launch at $500–750/mo — undercutting incumbent CRMs at ~$1,500/mo.

Team & roles

MemberRolePipelinesStatusMTD sold

MDMarcus DeLucamarcus@vantageauto.comAdminAll Active6

DGDavid Goldsteindavid@vantageauto.comAdminAll Active9

LRLeslie Ramosleslie@vantageauto.comAgentLease · Finance Active4

TBTanya Brookstanya@vantageauto.comAgentSell · Trade Active2

NotificationsFollow-up reminders reach your phone

Push follow-up reminders to phoneOverdue and due-today follow-ups, per rep

Lease-end alertsWhen a customer's lease enters the 30-day window

Overdue commission alertsWhen a dealer check passes payment terms

Daily summary emailPipeline, follow-ups, and new leads at 7:00a

IntegrationsVendor stack per the functional spec

MSMarket ScanRates, residuals, rebates — powers desking mathContract pending

7C700CreditSoft-pull prequal · OFAC · Red Flags complianceScoped — M4

R1RouteOneFull credit application submission to lendersScoped — M4

CFCarfaxVehicle history via dealer subscriptionPartner call scheduled

TWTwilioTwo-way SMS with opt-in/opt-out complianceScoped — M4

STStripeSubscription billing for tenant workspacesScoped — M4