Platform
The operator's workflow, native to your Salesforce org.
Six workflow areas ship as Salesforce metadata inside your org. You deploy them, you extend them, you keep them. Nothing runs in someone else's database.
Section / 01
Lead management
Every lead has an owner, a next step, and a clock. Reworks are a stage, not a favor.
- 01Submissions, stips, offers, and funding modeled as first-class objects.
- 02Automatic stage timestamping — days-in-stage is a number, not an argument.
- 03Rework queue built in. Cold leads get re-enrolled, not forgotten.
- 04Role-based views for reps, floor managers, and the CEO.
Section / 02
Underwriting
Everything you need to qualify a deal before you send it to a lender.
- 01Default checks pulled onto the deal, not into another tab.
- 02Bank statement analysis: average daily balance, deposit count, NSFs, negative days.
- 03Credit pull integration with score, utilization, and real-estate signal.
- 04Lender fit scoring so submissions are targeted, not shotgunned.
Section / 03
Marketing
SMS and email that start and stop from real deal activity.
- 01Sequences triggered by stage change, not a rep remembering.
- 02Auto-suppress the moment a merchant replies, funds, or defaults.
- 03Cold reactivation for the book you already paid for.
- 04Compliance suppression baked in, org-wide.
Section / 04
Lead enrichment
Firmographic and cash-flow signal on the record before the first dial.
- 01Company data pulled and normalized on lead creation.
- 02Cash-flow indicators for pre-qualification without an application.
- 03De-dup against the existing book to catch renewals early.
- 04Enrichment source stamped on the record for audit.
Section / 05
Integrations
The lender network, the phone system, e-sign, and banking data — wired into the same org.
- 01Lender submission APIs where available; structured email where they're not.
- 02Dialer of your choice, click-to-call from any record.
- 03E-signature on funding docs, stored back on the deal.
- 04Banking data providers connected without middleware.
Section / 06
Reporting
Three audiences, three dashboards, one source of truth.
- 01CEO view: revenue by rep, pipeline by stage, lead-source ROI, renewal book.
- 02Manager view: stalled deals, stips outstanding, days in stage, rep comparison.
- 03Rep view: personal pipeline, commission status, funded history, quota.
- 04Live leaderboard pulled straight from deal data — no exports, no cron.
Your Salesforce org · Cowford
LIVEPipeline
Submissions
Underwriting
Renewals
Leads
124
Qualified
47
Submissions
31
Offers
18
Funded
9
Funded MTD
$2.4M
Avg Factor
1.38
Stips Out
14
Weekly funding volume
last 12 weeks
MerchantStageRepFactorAmount
Atlas LogisticsOffersM. Reyes1.34$185,000
Northbay AutoReworkD. Cole1.42$92,500
Vega RestaurantsFundedJ. Park1.39$240,000
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