Unique and thoughtful features, curated by real workers, working.
Everything you can think of, and everything you did not. It is all here, in the order you meet it. The lines in red are the ones that make people stop and ask how it does that, and the biggest of them open up beside the line.
Every feature in the product, in the order you meet it. The 40 in red are the ones worth stopping on, and 24 of those open up beside the line.
Pipeline, Customers, Vendors, Tasks and Notes, Deal Archive, Reference Desk and Team in the top nav
Call them whatever your desk calls them. Dashboard or pipeline, customers or clients, vendors or dealers, whatever your desk calls them. Yours to mold.
Brain, for managers: case review, saved memories, precedent library, watchlist
Syncs itself in the background, or force a sync on demand when it is paired with other software such as Salesforce
SF Sync re-pulls straight from Salesforce
Get a call, jot a lead, fast. Pre-App takes a name and a number before there is a real application
Account menu: activity log, huddle, what is new, sound alerts, sign out
A red dot when a release note lands. You always know what is new or stale just by looking at the colors
Search everything, really. Old deals, new deals, people, vendors, tasks and notes, word for word true search, grouped by section on a single page
Esc freely. Always go back without pressing back, and the full board returns. Truly refreshing
While searching, the huddle feed and archive filter to your term too
Read the board left to right: pending info, submitted, approved, prop signed, docs ordered, docs out, in funding. Name your stages whatever you want, add some, take some out
Drag a card between columns to move the stage
Click a card to open the full deal drawer, and Esc out of it
Card color is heat: red overdue, gray waiting, purple delegated, teal assisted out, orange second look
Every card carries its own temperature. Red is overdue, gray is waiting on somebody else, purple is with your processor, teal went out on assist, orange came back for a second look. A manager can stand behind a rep and know what is wrong from six feet away.
Drag a file onto a card and it attaches, without opening the deal
Drag a file into a deal straight from the pipeline board. Out of your email, out of a text, off your desktop. It asks you to name it right then and there and it is filed. No opening the deal, no upload screen, no renaming it later. No editing, just flow.
Fill in a pre-app lead in place: name, phone and email on the card face
Count pills as live filters: active, urgent, approved, submitted, docs out, dormant, sent out
All Mine shows your deals only, and un-fades a teammate's when you are covering
All Mine narrows the board to your own deals when the floor is busy, and un-fades your partner's when you are covering for them. Delegate a deal and it moves off your board entirely, then comes back the moment it is your turn again. One person or fifteen, the board is the same board.
The pipeline pill carries total dollars on the board
Press N to log a call against any deal without opening it
The reason CRMs go stale is that logging a call costs more than making one. Press N, pick the card, type the sentence. No drawer, no form, no stage change you did not ask for.
Work the due bar: open it, mark done, dismiss
Parked follow-ups sit at the bottom of their column with a date chip, green due today, red past due
A deal you cannot touch until the fourth does not belong at the top of your column, and it does not belong in a separate task list either. Park it with a date and it drops to the bottom of the stage it is already in, wearing a chip that says when it comes back.
The chip turns green on the day and red once it is past due, so a column reads at a glance: live work on top, parked work underneath, nothing hidden in a folder you have to remember to open. If something lands on a parked deal, a note, a document, a reply, the card lights back up on its own and climbs out of the parking lot early. Your board stays short without anything going quiet.
A parked card lights back up when something new lands on it
The recent updates strip shows what changed since you last looked
The quick menu, without opening the deal
Mark waiting today and it sinks, then clears itself tomorrow
Mark a card waiting and it drops to the bottom of the column for the rest of the day. Tomorrow morning it is back where you can see it. Nobody has to remember to un-snooze anything, which is why nothing quietly dies here.
Add equipment and price, and typing 100k works. No Edit button to hunt for, just click the thing on screen and change it
Quick note, mark urgent, open deal
Assist or delegate to a teammate with one click, or let the next team up take it
Convert a lead into a deal instantly with merge, and the notes come with it
Urgent makes the card pulse and float to the top
Mark dead, with the reason recorded
A follow-up date re-labels the button: due today, overdue three days
SF opens the deal in Salesforce
Take this lead on a teammate's card shows them a handling watermark
TIB, XPN, EFX, TU, price and CP pills take a typed number, and empty pills show a red plus
Bureau scores pre-fill from the credit report on file
The customer name jumps to their full profile
Call, text or email from the customer card, once your phone or email is connected
Label phone numbers, cell, office, spouse, and add more right there on the screen. One click, everything, forever
A date of birth feeds the birthday program, so you never miss one again. A quick text to show you care
A second contact for a spouse, assistant or guarantor, with a primary
Customer edits flow through to the linked record
The vendor card holds the W-9, wire instructions, dealer license, deal history, or whatever else you want. It stays with that vendor forever, so you never ask for the same thing twice
Swap the vendor, save a one-off, or add a private party seller
Track the referral fee owed on this deal
A one click stage map down the left of the deal drawer, pre-app through funded, or drag the card on the board. Two ways to stay organized
Days in stage, days in pipeline, last activity, tallies and file count, aging orange then red
Add a desk with name, status and rate note
Flip a status inline: pending, approved, declined, more info
Expand a row for the full decision note
A banner nags when the stage says approved and no approval is logged
Notes save on Enter, and a draft survives closing the drawer
Write call Marcus tomorrow and the reminder sets itself, typos forgiven
Type the sentence you would have typed anyway. Call Marcus tomorrow. Follow up next week. Check title in five days. The note saves, and the reminder is already set, with no date picker, no second field and no separate task to create.
It reads plain words the way people actually type them, and it forgives the typo. Tomororw still means tomorrow. That is the whole trick to a CRM that stays current: if logging the work is faster than remembering it, people log the work.
Turn what you typed into stips, comma separated, pinned atop the journal
Check off stips as they clear
Reminders in plain words: tomorrow, in five days, next week
The ledger builds itself from your notes and the chatter
Instead of making you reread three weeks of journal, the ledger writes the current state of the deal in plain sentences, assembled from your own notes and the chatter around them. It is the answer to what is going on with this one, before the customer asks.
Rebuild the tally on demand
Thumbs down, and your correction becomes a standing rule
Every tally has a thumbs down. Say what it got wrong and your correction becomes a standing rule applied to every future deal, on every board. You can open the list of rules and read exactly what the system has been taught.
Read back every rule you have taught it
Upload, or drop files anywhere in the pane
Preview in a side panel you can drag wider
Right-click a file, rename it, press Enter, and the name sticks everywhere
Right-click the file, type the name you actually want, press Enter. That is the whole interaction. No properties panel, no re-upload, no scan_0043_final_v2 sitting in the packet forever.
The new name follows the file everywhere it goes, so when you drag it into an email it arrives as the name you gave it, spelled the way your processor expects. It is a small thing that you will not want to work without once you have used it.
Drag rows to reorder
Bulk actions: download, photo album, pin to customer, move to another deal, hide, delete
Convert to PDF from one file's menu
An equipment photo album with gallery view and multi-select
Hide clutter files, and bring them back
Pin a file to the customer and it attaches to every future deal
Pin the voided check, the license, the articles of incorporation to the customer instead of the deal. From then on they attach themselves to every deal that customer ever does again. Documents that land on the wrong deal can be moved without re-uploading.
Reassign a document that landed on the wrong deal
The Salesforce review and chatter feed inside the deal
Assign a processor from the dropdown
Reply into the deal thread to reach them
Get the review emailed, and reply straight back into the deal
A proposal with lien holder, amount financed, term options and expiration, preview then open in Word
Lien holder, amount financed, three term options, advance payments, doc fee, expiration date. Preview it, then open it in Word if you want the last word. The numbers come off the deal, so they match the ones you quoted.
The doc request arrives with customer, vendor, equipment and terms already filled
The form your processor needs, arriving with customer, vendor, equipment and terms already filled from the deal. Quick layout or the classic paper layout, extra signers, second vendors, prefunding, all of it. Export as PDF or XLS, print it, or copy it.
Quick or classic paper layout, with signer and vendor blocks
Every doc request keystroke saves itself
Export as PDF or XLS, print, or copy
Minimize parks a half-filled form for later
The condition report generates as a PDF into the deal's files
Credit coaching drafts a text or email in your tone
A handoff is when a deal moves to another rep. Assist sends an early one out so somebody with time can work it. Delegate parks the paperwork with your processor. A second look gives a closing that fell apart to a fresh rep who gets one more shot at saving it. Everybody keeps a share, and the software tracks who has what.
Assist passes an early deal whole to another board at 75/25, with a note
Assist sends an early stage deal whole to another board with the split already set at 75/25 and your handoff note attached. Recall pulls it back any time before docs are ordered. Hand back returns one you cannot work, with notes, so nothing bounces silently.
Recall pulls an assisted deal back, allowed until docs are ordered
Hand back returns an assist you cannot work, with your notes
A second look on a failed closing at 50/50, or send it back as a final fail
Managers set a deal aside on the watchlist
The complete follow-up prompt suggests the next date from your notes
Filter all, active deals, or birthdays
Relationship notes, tags, inline edits and customer level documents
Start a new deal from the profile
Open any deal in their history
A calendar of the month's birthdays with one tap texts
Send the text, call, or copy the number
Mark a birthday wished for the year
Scan re-reads licenses and credit reports on demand
Filter all, active partners, inactive
Files, contacts, deal history and personal notes
Touch base sends a staged check-in and logs a dated note
Tasks with a type, an owner and a due date: call, follow-up, titling, payoff, referral
Quick notes for anything, tagged and pinnable
Flip between the archive and my splits
Pick which desk actually funded a deal
Fill the missing amounts and commissions that drive the team chart
Search reaches archived deals too
One card per desk: appetite, score minimums, rates, app-only limits, best for and avoid
Open that desk's rate sheet
My notes keeps your own observations
Feedback sends a permanent rule change so the master intel updates for everybody
Press H for the whole team feed
Type # to link a deal, @ to ping a teammate
Type # in the feed and the real deal attaches, read only, so a teammate opens the record instead of squinting at a screenshot. Type @ and the person you need gets a popup, not another unread channel.
Paste screenshots or drop files, and pin the good stuff
Read receipts: initials under the last message each person has seen
Initials sit under the last message each person has actually seen. No did you see my message, no repeating yourself in three places, no assuming the floor read the rate change.
Press C for one to one chat with your paired teammate
Attach deals in chat, send with command Enter
Press J for the assistant, with one taps for what to work on next and stale follow-ups
Press J and ask. What should I work on next. What went stale. What is waiting on me. It answers from your actual deals, tasks and queue, and it answers the small questions a processor pings you with.
Ask about any deal, desk, customer or next step
Answer the small deal question popups when a processor pings you
Focus is one deal at a time, prioritized for you
Focus hides the board and hands you one deal, then the next. Past due first, fresh news second, future follow-ups dead last. You can fix the amount, the equipment or the vendor without leaving it, and tell it when the order is wrong.
Past due first, fresh news second, future follow-ups dead last
Quick edit amount, equipment or vendor without leaving focus
Tell it what it got wrong about the order
Post a sticky note the whole team sees
File a request, with threaded replies and resolutions
A changelog you can filter and link to from a huddle post
An activity log of every event on the board, newest first
N note, C chat, H huddle, J Jarvis, Esc closes the topmost thing
Mobile bottom nav: board, follow-ups, add, search, more, with one tap calling
Scans every board for missing birthdays once a day
Pulls new Salesforce opportunities to the right rep every ten minutes
Indexes sent mail every hour and files each email against its deal
Every hour it indexes your sent mail and drops each message onto the deal it belongs to. Texts too, matched by the phone number on the record. The thread is where the deal is, not in a search you have to remember to run.
Rebuilds the processing playbook hourly from real outcomes across the team
Builds a written profile of every desk from rate sheets, emails and your own approve and decline record
Rate sheets, email threads and your team's own approve and decline record, rebuilt every hour into a written profile of every desk you send to. It gets sharper as the team works, because it is reading what actually happened.
Backs the whole system up weekly
Reads licenses on file with on-machine OCR, so no data leaves the building
The license or credit report is already sitting on the deal. It reads them on the machine, straightens sideways phone photos, upscales bad scans, and fills the birthday in. No data leaves the building, it will not accept an implausible date, and if two documents disagree it records nothing.
Reads credit reports and pulls the date of birth off page one
Straightens sideways photos and upscales blurry scans
Refuses to guess when two licenses on one deal disagree
Matches the report to the right person so a co-owner's date cannot land on the primary
Rejects any date that is not birth plausible, eighteen to ninety
Recognizes a returning customer by phone or email against about 1,600 archived contacts
A new deal is matched by phone or email against roughly 1,600 archived contacts. When it is sure, their history, notes, language preference and card count come back with them, and a note explains why the record filled itself in. When it is not sure, it says nothing.
Restores their card count, birthday, language preference and every archived note
Walks away silently when the match is ambiguous
Leaves a note saying the history was attached automatically
Rejects any save that would wipe your board, and tells you to reload instead
Snapshots your board before every write, the last hundred restore points
About twenty named no-erase rules protect funded amounts, commissions, docs, notes, stips and reminders
Dead deals stay dead, merged duplicates cannot resurrect, chatter is permanent
Every protection applied is written to an audit log with names and counts
The part nobody wants to administer. When a deal changes hands, the system moves the whole thing, tells the right people, sets the share, and keeps a record, so a handoff is one click instead of a conversation about who owns what.
A closing that fell apart goes to the next rep in the rotation, so nobody has to pick who gets a shot at it
A closing falls apart. Instead of the deal dying on one rep's board, it goes out for a second look, and a teammate gets a fresh run at saving it. Both of them share what it earns, so the first rep is not punished for handing it over and the second one is paid for the save.
The rotation decides who is next, so nobody negotiates for the good rebounds. The deal ships as a complete copy, vendor snapshot and all, the terms of the share are posted where the receiving team can see them, and one screen shows when each rep last touched a deal you passed along, so you know whether to let it ride or pull it back.
Ships a full copy of the deal, including a frozen vendor snapshot
Shares the Salesforce opportunity in the background, with no ownership transfer
Posts rebound landed into the receiving feed with the split spelled out
One view shows when each rep last touched a deal you handed off
Counts unread messages on every deal question thread and pings the owner
Compresses oversized photos under 2MB on upload, still legible
Bundles selected documents into one zip that extracts to a folder
Merges document folders when you merge two deals
Converts Word docs to PDF in place
Team charts you can open in any browser to watch the floor perform, live off the real boards
Open the team charts in any browser, on the office TV, a laptop or a phone, and watch the floor perform in real time. Funded dollars, commissions, approvals and every rep against their own best month, pulled live off the real boards.
It is the cheapest motivation a desk can buy. Nobody has to ask where the month stands, nobody wants to be last on the board, and a good week is visible to the whole room while it is still happening.
Ranks the crew by commission, tie broken by funded dollars
Races every rep against their own personal best billing month
Streams a recently funded feed: company, desk, amount, commission
Scores network health with true submitted, approved, declined and funded counts
Plays a time stamped event tape: apps in, approvals, fundings, saves
Maps flight paths to your top funded states
Uses the real billing month, so you close the month when it is actually closed
Scans messages for every deal's phone number and pulls the texts onto the deal
Scans Salesforce chatter in the background across ninety days
Learns your clarification rules: ignore this sender, map that subject to a deal
Blocklists deleted deals so the sync can never walk them back on
A live health banner for the sync, with a plain English hint
The demo is the real product with a fictional company loaded in. Move a deal, open a document, ask the assistant, break whatever you like.