● SANDBOX — internal admin tool · demo data only

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Queue Pipeline Entities Borrowers

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This page is for Alvear Lending admins and account managers only.

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Admin Deal Pipeline

Move deals forward, request documents, and manage borrower next steps.

Submitted

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In Underwriting

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Live

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Closed

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Needs Docs

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Unassigned

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Submitted0

In Underwriting0

Live0

Closed0

SUBMITTED

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analytics Deal Summaryexpand_more

person Borrowerexpand_more

corporate_fare Entityexpand_more

description Documents 0expand_more

assignment Requests 0expand_more

forum Messages 0expand_more

history Activityexpand_more

Move Stage

Move this deal to a new stage.

New stage

Change Tags

Add or remove tags. Tags help organize and filter deals.

Assign Account Manager

Pick an admin or account manager. Selecting "Unassigned" clears assignment.

Manager

Create Request

Request documents or information from the borrower.

Title Description

Category Attach to

Required Due date (optional)

Send Message

Send a message to the borrower or save an internal note.

Template Subject Message

Visibility Related request (optional)

Add Internal Note

Notes are visible to admins only.

Link or Add Entity

Link an existing entity for this borrower or create a new one. Entity details can be reused on future deals.

Existing entities for this borrower

Or add a new entity