Dashboard

Contacts

Name	Phone	Email	City	State	Birthday	Type

Leads — Kanban or List

Loans — Kanban or List

Tasks

Done	Task	Due	Priority	Linked Contact

Calendar

Event

High Priority Task

Medium Priority Task

Low Priority Task

Completed Task

Communications

✍️ Email Signature

Automatically appended to every email you send.

📧 Email Templates

Merge fields: {firstName} {lastName} {fullName} {email} {phone} {loanType} {stage} {realtor} {amount}

Reports

Loan Pipeline by Stage

Lead → Funded Conversion

Funded Volume by Month

Activity Log

Settings

🎨 Branding

App Name Logo

…or paste an image URL Theme Color

🎯 Leads

Custom Lead Fields — use ▲▼ to reorder

Lead Stages

Lead Sources

🏦 Loans

Loan Stages

Loan Stage Aging

Warn after (days)

Stalled after (days)

👥 Contacts

Custom Contact Fields — use ▲▼ to reorder

Import Contacts

Dashboard ✎️ Edit Layout↻ Reset

Contacts 📥 Import CSV

Leads — Kanban or List ▦ Kanban☰ List

Loans — Kanban or List ▦ Kanban☰ List