A wholesale portal should collect a trade application, let your team approve or reject it, and only then create a signed-in account with the right price list. Week one on Parcel Build is a first working version of that intake-to-login path. Flat $5,000/mo. You own the code. See custom software for wholesalers. Start a free 30-day build if that gap is what you want first.
Why inbox forms and spreadsheet trackers stall first orders
Applications arrive by email. Someone pastes them into a spreadsheet. Documents sit in an inbox. First login never happens, or it happens before anyone reviewed the account. A structured intake path keeps the application, the decision, and the first login in one place.
This is broader than a single certificate upload. It is application, review, and first portal access with the right price list.
What week one can cover
Week one can cover application fields, a document attach hook, approve or reject by your team, and first login with price list assignment after approval. That is enough to prove intake-to-login without automating every underwriting step.
On Parcel Build, week one is a first working version. Flat $5,000/mo. You own the code.
What stays out of month one
Defer full credit underwriting automation and every compliance attestation pack. Month one is structured intake to approved login, not a complete credit desk.
FAQ
How is trade account application different from resale certificate upload alone?
Resale certificate upload is one document step. Trade account application is the full intake: fields, review, approve or reject, then first login with the right price list. Certificate hooks can sit inside that path when needed. They are not the whole job.
Can we require human approval before any prices are visible?
Yes. Week one can keep prices hidden until a human approves the application and assigns a price list. That is a common named gap for closed trade portals.
Next step
If trade account application in a wholesale portal is what feels hardest, start a free 30-day build. Name that gap on the form. We scope a free 30-day build on that problem: first working version in week one, flat $5,000/mo after if you want to continue.