Offers

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Leads Outreach Offers Documents

Offers

Internal funding option comparison for a lead.

Choose a lead to start.

Internal only. These are working figures. Saving or comparing them does not send an offer, create a merchant link, or provide a required disclosure.

Compare two options

Save any number of offers for the lead. Choose two to compare; each can be edited and saved separately.

Choose a lead and save two options to compare.

Saved options

Select an option to edit. Each option stays linked to its lead.

    New option

    Conditional terms

    These appear in the merchant summary only when marked confirmed and both source and exact wording are recorded.

    Requested items

    Select the items for this draft. DL and VC start selected. This page does not request or accept files.

    Driver's license (DL)
    Voided check (VC)
    AR
    MTD
    Merchant processing statements
    POO

    Merchant link and slider

    A private link opens this exact offer on the merchant page. The slider lets the merchant request a lower amount; every request lands in the review queue below and nothing is accepted until an operator confirms it. Creating a new link retires the old one only when you use Replace.

    Merchant activity

      Links

        Uploaded item files

          Merchant amount requests

          Amounts merchants asked for through a private link. Confirm, revise, or decline here; the merchant is told only when you contact them. Reviewing never changes the original offer.

          • Sign in to load merchant requests.