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Total Applications
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Pending
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Approved / Funded
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Declined
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Total Financed
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Approval Rate
— applications
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⊞ Cards
App # ↕ Client ↕ Lender Financed ↕ Monthly APR Term Status ↕ Rep Date ↕ Actions
APP-000
Client Name
Project
Financed
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Monthly
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APR
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Details
Documents
Payments
Timeline
Project Amount
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Down Payment
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Amount Financed
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Monthly Payment
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Status—
Lender—
Loan Term—
APR—
Application #—
Date Submitted—
Sales Rep—
Related Estimate—

Status Progress

Update Status

Quick Actions

Notes

Documents

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Collect a Payment

The customer gets a secure Stripe payment link by email — they enter their card there, never in the CRM.

Payment History

No payments yet.

Activity Timeline

✓
Application created by Admin
Jul 14, 2026 · 9:30 AM
📧
Documents requested from client
Jul 14, 2026 · 10:00 AM
📎
ID and W2 uploaded by client
Jul 15, 2026 · 2:45 PM
📤
Application submitted to GreenSky
Jul 16, 2026 · 11:00 AM

New Financing Application

Client & Project
Financial Details
Amount Financed
$0
Monthly Payment
$0/mo
Total Cost
$0
Application Info