Directors · Packages
Nominee KYC files ready for review.
Select an application to review documents and personal data.
| Candidate | Progress | Still missing | Last activity | Reminders |
|---|
Status
Recent activity
Select a conversation to read it and take over if needed.
| When | Name | Phone | State | Credit score | Availability | Background | Source | HighLevel |
|---|
Events sent from the server
Lead, onboarding, KYC, approval, WhatsApp click. Directors funnel only.
Campaign → pixel
Last events
Select a company file to review documents and mark it ready for the lender.
| Company | Progress | Still missing | Last activity |
|---|
| When | Name | Company | EIN | Amount | Address | City / State | Year | HighLevel |
|---|
Status
Recent activity
Select a conversation to read it and take over if needed.
Events sent from the server
Lead, onboarding, package submitted, WhatsApp click. Funding funnel only.
Campaign → pixel
Last events
Select a personal loan file to review documents, identity videos, and mark it ready for the lender.
| Applicant | Progress | Still missing | Last activity |
|---|
| When | Name | Phone | FICO | Amount | Income | Address | City / State | HighLevel |
|---|
Status
Recent activity
Select a conversation to read it and take over if needed.
Events from /loans
Lead, onboarding, package submitted, WhatsApp click. Personal-loan funnel only.