Deals
Learn how to create deals, choose lenders, submit applications, and manage each stage of the funding journey.
By Kaylan1 author11 articles
- Creating a Deal on the Platform
- Share Externally
- Application Intake
- Why can't I submit my deal until the application is 100% complete?
- Does 100 percent completion mean both the questions and the documents have to be done?
- Does moving a deal to a new stage notify the other side automatically?
- How do I quickly find or filter a specific deal in my pipeline?
- Can I pre-screen or pre-qualify a client before submitting so I don't waste lender relationships or my own time?
- How do I clean out or archive my old, stale deals, and can I get the data back later?
- What does the progress percentage on a deal mean, and how do I get it to 100%?
- Does the platform run a credit check, and is it a soft or hard pull?