IllusionX Media

GHL Embedded SaaS Case Study

AutoBroker Deal Management Platform

A custom GoHighLevel-embedded SaaS platform for an auto brokerage operation, replacing spreadsheet-heavy deal handling with a multi-tenant deal management portal, scenario ingestion, financial ledger, commission engine, digital deal jacket, and dealer/customer document workflows.

Auto Brokerage / Dealer OperationsSaaS platform build
Schedule ConsultationRelated Service
AutoBroker Deal Management Platform project preview

Impact & Results

GHL

CRM Backbone

Supabase

Data + Vault

Multi-tenant

Broker Accounts

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.

Additional Context

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

Tech Stack

Tools and systems involved

GoHighLevelGHL Embedded AppSupabaseSupabase StorageWebhooksAPIsMarket ScanJ.D. Power PlanningChrome DataMagic Links2FAHedera / Dropp Planning

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