Admin Deal Pipeline
Move deals forward, request documents, and manage borrower next steps.
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Admin
This page is for Alvear Lending admins and account managers only.
Sign inMove deals forward, request documents, and manage borrower next steps.
Move this deal to a new stage.
Add or remove tags. Tags help organize and filter deals.
Pick an admin or account manager. Selecting "Unassigned" clears assignment.
Request documents or information from the borrower.
Send a message to the borrower or save an internal note.
Notes are visible to admins only.
Link an existing entity for this borrower or create a new one. Entity details can be reused on future deals.