Financing

Financing

Submit and track loan applications across financing partners with approval tracking, document checklists and commissions.

Planned capabilities
  • Status flow: Draft, Submitted, Under CI, Approved, Released
  • Per-partner approval rates & turnaround
  • Document checklist with re-submission workflow
  • Commission tracking by agent and branch
  • Pending applications cockpit
  • Down payment & amortization calculator

This module ships in the next build phase. The current release focuses on the executive dashboard and shell.