Account linked
Automatic payment will be wired to the account.
Loans
- Commission:
- Issued:
- ---
, link your bank account & get paid!
Link your bank account and receive commission automatically.
Loans
- Commission:
- ---
- Issued:
Client list
First name | Last name | Status | Applied date | Approved amount | Loan amount | Commission amount | Commission payment date |
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Account information
Update password
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Terms and conditions
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Lead details
- First name:
- Last name:
- Email:
- Date created:
- Date last invintation sent:
Client details
- Name:
- Date of birth:
- Gender:
- Email:
- Status:
- Mobile phone #:
- Daytime phone #:
- Marital status:
- Address:
CRM events
Date | Action | Status | Comment |
---|---|---|---|
Client files
File name |
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