Today
Who to work first and the one thing to do about each. Press j and k to move, Enter to open the record, l to log a call.
Leads
One row per business. Click a row for the whole history.
An email or phone is required. It behaves like a website lead, so you can send a prefilled application right after.
| Business | Status | Last activity | Application | Statements | Next step | |
|---|---|---|---|---|---|---|
| Loading… | ||||||
The next step is always shown. Everything else is on hover, in the row menu, or in the bulk bar.
Log what happened on the call, or leave a note for later.
Bank statements
One group per upload. Preview opens beside the list: space previews the focused file, the arrow keys move between files, Esc closes.
Applications
Everything sent for e-signature, newest first. Click a row to open the lead.
Drop a completed application PDF here
or : ours, an old SignNow one, or a paper app from another shop.
| Lead | Version | Status | Source | Sent | Signed | |
|---|---|---|---|---|---|---|
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Audit trail opens the tamper-evident log under the row: sent, emailed, opened, signed. Everything else is on hover and in the row menu.
Reports
What came in, what we did about it, how long each step took and what it turned into. Compared with the period before.
From
to
Any span up to a year. The period it is compared with is the same number of days, immediately before.