Prototype — Demo Data Only. All figures, customers and documents are illustrative.

Overview

Your financing activity at a glance

Total paid out this month

$143,200

↑ 6.7% vs May

Awaiting payout

$57,000

3 loans approved, not yet funded

Pending approvals

7

3 today, submitted awaiting bank

Avg job size

$18,650

↑ $1,240 vs May

Payout history

Nov
Dec
Jan
Feb
Mar
Apr
May
$143k
Jun
Last 8 months$889,000 total · 6.7% vs May

Pipeline — Applications in progress

Pending review7

$128,600 in applications

Approved, awaiting payout3

$57,000 to be funded

Paid out this month11

$143,200 deposited

Recent loans

View all
CustomerJob TypeAmountStatusInitiated
Greg HalloranFoundation$52,000PendingJun 14, 2026
Dana WhitfieldPlumbing$6,750PendingJun 13, 2026
Ana & Luis RomeroHVAC$15,800Awaiting PayoutJun 11, 2026
The Okafor FamilyFoundation$41,200Awaiting PayoutJun 9, 2026

Activity

Updates on your referred customers.

  1. Greg Halloran's application is under review.

    Jun 14, 2026

  2. Dana Whitfield opened your invite link.

    Jun 13, 2026

  3. The Okafor Family submitted a credit application for $41,200.

    Jun 9, 2026

  4. Priya Nair accepted her loan offer of $28,900.

    Apr 3, 2025