Moseby Studio / Dealer platform

Your metals business,under your name.

A branded website, a client portal and a back office for your staff, with live prices from your own wholesale supplier and your CRM connected. We set it up with you in 30 days and keep it running.

Clients buy where they can do it themselves.

Your clients check prices on their phones every day. When your website cannot show a live price, take an order or show them what they own, they call, they wait, or they buy somewhere else.

Summit Bullion demo dealer home page with a live spot ticker and gold coins.
Summit Bullion, our fictional demo dealer, running the full platform.
Summit Bullion home page on a phone.

Without it

Clients call for prices. Orders get typed into one system, then typed again into the next. Your desk spends the morning answering questions the website could have answered.

With it

A client checks the live price on your site at night and places the order in your portal. In the morning your desk sees the order, the client and the funding status in one place.

What you get.

Every dealer gets the full platform. Packages differ only in how much of the work around it we do for you.

Your own branded website

Your name, logo, colors and voice, in one of three design directions.

  • Live price menu from your own supplier, with a spot ticker
  • Buying, pricing, IRA, sell-back, storage and education pages
  • Market news, FAQs, glossary, booking and legal pages
  • Spanish version available

A client portal

Clients sign in with two-step codes and handle the routine themselves.

  • Holdings, orders, funding status and IRA details
  • Documents and alerts
  • Buy from the live price list
  • Request buyback quotes

A back office for your staff

One desk for the work that now lives in spreadsheets and inboxes.

  • Orders with your supplier's order numbers and tracking
  • Clients, funds, invitations and imports
  • Choose which products to show and set your markup per product
  • Staff accounts with two-step sign-in, audit log and lead alerts

Your supplier and CRM, connected

Orders and prices run through your own wholesale account, so your supplier relationship stays yours. New leads and client stages sync to your CRM. HighLevel is supported today.

Content, and we run it

Articles, guides, a glossary, FAQs and images written in your brand. Hosting, backups, security, platform updates and support are handled for you. You approve; we do the work.

You stay in control

You own your client data and can export it any time. Your domain, supplier and CRM accounts stay in your name. You set your prices and markups. We never touch your funds or your metals.

Your 30-day launch program.

Everything is collected up front. You get written updates, approve your brand direction once, and see the finished platform at the reveal.

DayWhat happensYour part
Day 0Kickoff and intakeQuestionnaire, brand files, supplier, CRM and domain details.Bring your answers and account details. Accounts stay in your name.
Day 7Progress updateA short written update on what is built and what is next.Read it.
Day 10Identity checkpointDesign direction and slogan options, so the reveal matches the brand you chose.Approve one direction and one slogan.
Day 14Progress updateConnections in progress.Supplier API access approved, CRM access in place, license and disclosure text supplied.
Day 21RevealA private walkthrough of the site, portal and back office. Then one revision round and staff training.Send one change list. Train your team and place test orders.
Day 30Go-liveThe platform goes live on your domain.Give the final OK.

Need it sooner? Express (21 days) and Rush (14 days) timelines are available. Going live also depends on your supplier approving API access and your attorney reviewing your disclosures.

Three packages, one platform.

Every package includes the full site, portal, back office and both connections. The difference is how much we do around it.

Launch

For a dealer with a brand that wants the full platform on a clear one-month plan.

  • English site in one design direction, with your logo and colors
  • Starter content: glossary, FAQs and core articles
  • Business-hours email support

Pro

For a dealer that wants a partner running the site month to month.

  • Everything in Growth, with a written brand voice guide
  • IRA landing pages, more guides and a monthly content plan
  • Hero film and a quarterly media refresh
  • Extended support, monthly check-ins and a named contact

Pricing is quoted after the walkthrough, once we know your supplier, CRM and launch date.