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Release Notes - July 2023

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Release Notes - July 2023

Check out the major updates, enhancements, fixes, and new features released in July 2023.


Credit Card Processing Fee on Deposits

We have added the ability for users to add the processing fee to deposits taken in DC and Dealer Websites. The user will begin by navigating to Settings and clicking on the Payments Settings tab of the Dealer Profile. The user can then add the processing fee (flat amount or percentage) and the payment type(s) that apply to the processing fee.



Once added, the processing fee will be visible on the deposit screen when one of the applicable payment types is selected.

Example deposit is taken from the customer record in DealerCenter:



Example deposit is taken from the dealer’s website:




Messaging Limits based on product and Twilio registration status

Due to increasing messaging charges from mobile carriers, we have established monthly SMS/Text limits for dealers with BHPH and/or CRM product subscriptions. If an account has multiple product subscriptions, the SMS/Text limits will be the sum of each individual product limit. BHPH and CRM products on trial will each have a 50 SMS/Text maximum limit during the free trial period. Both incoming and outgoing SMS/Text will be counted towards the limits.


For accounts with subscribed CRM and/or BHPH product(s), by default, we will continue to send texts beyond the monthly “soft limit,” and an overage fee of $0.03 per outbound or inbound text will apply. There won’t be a limit on the length of the message. We will add a dealer setting to allow the users to turn off sending any texts beyond the soft limit if dealers are not happy with the overage fees. This new setting will be added on the 7/19 deployment.


SMS/Text limits:

Product   Monthly SMS Quota (Soft Limit)
BHPH 500
CRM Basic 1000
CRM Plus 2000
CRM Pro 4000
Product   Trial Window SMS Quota (Hard Limit)
BHPH (During Trial Period) 50
CRM (During Trial Period) 50


Usage Summary:

Users can view their usage summary for their SMS/Text


1. There is a new “SMS” icon on the upper right top of the page which allows the users to see their usage summary for the month.



2. When creating or editing SMS tasks from the workflow setup, users can view the % of the usage. Clicking on the % will expand and show the usage summary.





Additional Help Center Article.



TCPA stipulates that businesses cannot text or call subscribers before 8:00 AM or after 9:00 PM

Due to the Telephone Consumer Protection Act (TCPA), businesses cannot send a text or call subscribed customers before 8:00 AM or after 9:00 PM.


To be in compliance with the TCPA requirements, DealerCenter will be restricting any manual or automated text messages before 8:00 AM or after 9:00 PM in the dealer's time zone.



Exeter Expanding to CA

Exeter is expanding to California. They are now active in Indiana, Texas, Florida, and California.



Deal Info Added to DC Mobile

The DC mobile app has been updated to allow users to view deal information. The first release will have a limited “view” functionality, with more updates and expanded functionality (accepting lender offers, editing a deal, etc.) will be added in coming releases.

A new Deals section will now be visible at the bottom of the main DC mobile menu. This section will have reports to view deals in the following statuses:

  • Pending
  • Sold -Contract in Transit
  • Sold – Needs Financing
  • Sold - Funded 



Clicking into one of the reports will open a list of deals currently in the selected status.



Users can adjust the filters to adjust the results if needed by clicking on the filters at the top of the deal list.



The user can tap into one of the deals listed to view the details for that deal. Additional deal information can be viewed by tapping the tabs (Contract, Offers, Notes, and Files) located under the Summary section of the Deal screen.




The Contract tab will display the breakdown of the deal structure.



The Offers tab will show the current offers on the selected deal. The user can swipe vertically to scroll through multiple offers.



The Notes tab will display any notes that have been added to the deal. The user can add additional notes by tapping on the Add Note button at the bottom of the screen.



The Files tab will display any files that have been attached to the deal. The user can upload additional files by tapping on the Add File button at the bottom of the screen.