Frazer DMS portfolio workflow

Send BHPH portfolio data from Frazer.

Auto Capital Express is integrated with Frazer! You’re just a few clicks away from getting top dollar on your in-house portfolio, fast!

Use the established Frazer workflow.

The Get Started page begins the conversation. When a detailed file is needed, use the configured Frazer integration or another transfer method provided by Auto Capital Express.

Step-by-step Frazer guide

How to Upload Data Directly from Frazer

Auto Capital Express is integrated with Frazer! You’re just a few clicks away from getting top dollar on your in-house portfolio, fast!

  1. Open Frazer.

  2. Click on the “Customers” drop down menu and select option “8 – Upload to Finance Company“.

  3. A new window will open. In this window you will see 3 tabs in the top left corner. Click the “Setup” tab.

  4. On the “Setup” tab at the bottom of the screen, click the “Auto Capital Express” button.

  5. Click the button to setup Auto Capital Express and a new window will open. Make sure the box that says “Enable File Creation” is checked.

  6. *IMPORTANT* Please make sure that you REMOVE the check on the option that says “Only Include Customers already selected in the Sale of Receivables program.

  7. Click the “Save” button.

  8. The setup window will close and take you back to the previous window.

  9. Click back to the “Upload” tab and you should now see an “Auto Capital Express” button you can use to immediately send your data file.

This completes the setup!

Now whenever you need to upload data for your company, you can just go in and click the “Auto Capital Express” button on the “Upload” tab for fast funding on your auto loans!

Connect My Frazer File →
Before the transfer

Make the portfolio story easier to review.

A DMS file is the starting point, not the entire diligence package. Dealers researching what BHPH portfolio buyers review should be ready to explain the proposed account pool, cutoff date, servicing practices, title and lien exceptions, and the business goal behind a possible transaction.

For transaction choices, compare full, partial, and no-recourse portfolio sale structures before assuming that every portfolio should follow the same path.

Portfolio scopeFull portfolio or a clearly defined account pool.
Consistent cutoff dateBalances and statuses tied to one stated date.
Exception contextKnown title, lien, document, or status issues identified.
Dealer objectiveLiquidity, servicing relief, growth, concentration, or another goal.

File-transfer reminder: Keep the system-generated file unchanged unless instructed, and use the configured Frazer workflow or transfer method provided by Auto Capital Express.

What happens next

A focused review, not an automatic offer.

Submitting a file allows Auto Capital Express to determine whether the portfolio may fit its review criteria. It does not guarantee an offer, valuation, structure, timing, or closing.

01 · Connect

Match the file to your goal

The team confirms dealership contact information, high-level scope, and the reason you are evaluating a portfolio transaction.

02 · Review

Identify questions and gaps

Account data and available supporting information are reviewed to determine whether a deeper diligence conversation makes sense.

03 · Discuss

Evaluate possible next steps

If the opportunity appears eligible, the parties can discuss information requests, possible scope, servicing transition, and documentation.

Frazer upload FAQ

Common dealer questions.

What if Auto Capital Express does not appear in Frazer?

Do not select a different company or send a file through an unapproved route. Update Frazer first, then contact Frazer Support or your Auto Capital Express representative to confirm whether the integration is available and how it should be enabled for your account.

Where should I send the Frazer file?

Begin on the Get Started page. When a detailed account file is needed, use the configured Frazer integration or the transfer method provided by Auto Capital Express for your review.

Which customers should the Frazer file include?

The intended account pool depends on the conversation. The original Auto Capital Express workflow instructed dealers to clear the “Only Include Customers already selected in the Sale of Receivables program” option so the file was not unintentionally restricted. If that label or your intended scope differs, confirm before sending.

Does sending a Frazer file guarantee an offer?

No. A file submission supports review but does not guarantee eligibility, an offer, price, terms, timing, structure, or closing. Any potential transaction remains subject to review, diligence, documentation, approvals, and final agreements.

Need help with the Frazer screen itself?

Frazer maintains its own support resources and can verify current navigation, updates, and account-level integration availability.

Visit official Frazer Support ↗

Ready to connect the Frazer file to a confidential portfolio conversation?

Share your dealership goal and portfolio ranges. Auto Capital Express can use that context to guide the next appropriate step.

No obligation. Any potential offer follows portfolio review and eligibility.

Frazer notice: Frazer and its trademarks belong to their respective owner. Screen names, option placement, and integration availability may change. Auto Capital Express does not control Frazer software or support services.

This guide is operational information only and is not legal, tax, accounting, compliance, privacy, or transaction advice. Follow your dealership’s information-security policies and applicable requirements.