CRM System
Sign in
Enter your work email
Enter a valid email.
Check your email
Code sent to
Expires in 10:00
Invalid code.
Demo Mode
AU
Admin
—
Total Applications
—
Pending
—
Approved / Funded
—
Declined
—
Total Financed
—
Approval Rate
— applications
☰ Table
⊞ Cards
App # ↕ Client ↕ Lender Financed ↕ Monthly APR Term Status ↕ Rep Date ↕ Actions
APP-000
Client Name
Project
Financed
—
Monthly
—
APR
—
Details
Documents
Payments
Timeline
Project Amount
—
Down Payment
—
Amount Financed
—
Monthly Payment
—
Status—
Lender—
Loan Term—
APR—
Application #—
Date Submitted—
Sales Rep—
Related Estimate—

Status Progress

Update Status

Quick Actions

Notes

Documents

Loading…

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