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New Leads
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Unassigned
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Active Deals
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In Servicing
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Loan Volume
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Open Invoices
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Outstanding
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Open Alerts
Website inquiries arrive here — review, qualify, and convert to a deal.
Work the deal — risk & decision, LOI, commitment, term sheet, closing.
Generate & approve invoices, take payments, and monitor servicing.
User accounts and system configuration.
Users
Staff accounts & roles, and client portal logins.
Settings
Lending box, fee schedule, deposit accounts, integrations.
Reports
Portfolio, pipeline & billing reports — charts, tables, CSV & PNG export.
AI assistant
Ask questions about the portfolio in plain English — maturities, risk, past-due, volume.