Every active deal, in one pipeline.
See the whole pipeline in one place - which deals are out, which have quotes, and which are waiting on you - with status that moves on real activity.
One active deal on Basic. Unlimited on Standard.
Status that keeps itself current.
Quoted, accepted, term sheet, in underwriting, committed - the pipeline reflects what actually happened, not manual updates.
Pipeline at a glance
Every active deal and its stage, in one board.
Status from real activity
Stages move as quotes, term sheets, and approvals happen - no manual updates.
Close it cleanly
Mark a deal funded and the other quotes auto-decline, into a dedicated Funded tab.
See your whole pipeline
Open the board and every active deal is in one place, each card showing its stage.
Status moves on real activity
When a lender quotes, accepts, sends a term sheet, or moves to underwriting, the deal advances on its own.
Know what's waiting on you
The board flags the deals that need action, so nothing stalls.
Close it cleanly
Mark a deal funded and the other quotes auto-decline as it moves to a Funded tab.
See your whole pipeline
Open the board and every active deal is in one place, each card showing its stage.
Status moves on real activity
When a lender quotes, accepts, sends a term sheet, or moves to underwriting, the deal advances on its own.
Know what's waiting on you
The board flags the deals that need action, so nothing stalls.
Close it cleanly
Mark a deal funded and the other quotes auto-decline as it moves to a Funded tab.
Deal Manager questions
Automatically, from real activity - quoted, accepted, term sheet, in underwriting, committed - so the board reflects what's actually happening.
Mark it funded (with a lender from Finance Lobby or outside) and the other quotes auto-decline, and the deal moves to a dedicated Funded tab.
One active deal on the Basic plan, and unlimited on Standard.
Run every deal from one place
Track status, lenders, and next steps without the spreadsheet.
I am aBasic plan, $0. No credit card, no commissions.