Total Active Loans
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Initialized
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In Progress
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Ready to Upload
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Uploaded to Lender
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Loan Checklist Summary
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Google Drive — Loan Folders
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Active Loan Portfolio
| Folder Name | Loan Type | Complete | Created |
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Portfolio Stats
Total Loans
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This Month
Added
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Uploaded to Lender
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Funded
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Total Uploaded to Lender
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Loan Officer Activity
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| Loan Officer | Loans | Days Active | Next Due | Active Loans | Actions |
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Loan Officer Performance
Evaluate LO productivity, speed, and document quality
Loan Details
Loan Details
📋 Borrowers
Contacts
Required Documents
Document Repository
Browse and upload files into your Google Drive loan folders
Loans
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Select a loan folder to view its documents
Document Checklists
Required documents per loan, checked against files in Google Drive
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Upload Tracker
Track document upload status per loan folder
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Total Loans
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Have Documents
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Empty Folders
| Loan Folder | Sub-folder | Files | Status | Open |
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Tasks & Reminders
Follow-up items across all active loans
Alerts
Issues detected from your Google Drive loan folders
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Statistics
Loan activity overview
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Total In Progress
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Total Completed
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In Progress This Month
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Completed This Month
Loans by Loan Officer
| Loan Officer | This Month | Total Active | Total Completed | All Time | Active Loans |
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Loans by Lender
| Lender | This Month | Total Active | Total Completed | All Time | Active Loans |
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Reports
Generate document tracking and portfolio reports
Loan Document Status Report
Select any active loan and generate a full listing of every required document — showing which have been received and which are still missing.
💼 Financials
Operating costs, monthly P&L, and forward revenue projections — admin only.
🔥 Burn / Profit
Trailing 3-mo avg
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📥 A/R Aging
Outstanding by age
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🎯 Trial Funnel
Trial → Paid (90d)
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📅 Revenue / Expenses Summary
This month and year-to-date — net = revenue − expenses
This month
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Year-to-date
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🔑 Anthropic API Funds
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💰 Monthly Charges Report
Per-customer drill-down of billable activations for the selected month.
Pick a month to load the report.
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🧾 Invoicing
Generate per-customer invoices for the month, email them, track sent / paid / void status.
Pick a month to load.
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Revenue Sheet
Customer × month matrix of billed activations (trailing 12 months). Read-only — derived from the live billing stamps.
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Expenses Sheet
Per-expense × month matrix (starts at the first month with activity). Defaults seeded from the May 2026 card review; every cell is editable. Hit Save to persist.
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Revenue Forecast — 30 / 60 / 90 days
Projects forward at the trailing-90-day billable activation rate. Trial activations are excluded from both the baseline and the projection.
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👥 Per-Customer P&L
Revenue per customer minus their allocated AI cost (Anthropic spend attributed to their email). Sorted by net descending.
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Profit / Loss Statement
Revenue from billing activations minus the expenses sheet, for the selected month.
Pick a month above.
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🧾 Tax Export
Schedule-C-categorised CSVs for handing to your accountant. Expenses + revenue for the selected calendar year.
Settings
Appearance, access control, and configuration management
☁ Google Drive Config:
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Color Scheme
Switch between dark and light mode.
🔤 Fonts
Pick from a curated list of Google Fonts. Changes preview live; save the page to keep them.
Headings use the display font, body text uses the body font, and numbers / file names use the mono font.
Preview
Dashboard
The quick brown fox jumps over the lazy dog. 0123456789 — sample loan status text.
LN-2026-0099 · Smith, Greg · $425,000.00 · 2026-05-13
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☀ Light Theme Colors
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