Your account, workspace configuration, and connections.
Your account, and how the CRM reads for you. Your role is set by an admin.
The borrower intake form with your name attached, so an application that comes through it is tagged to you. Safe to send to a merchant or post anywhere.
https://simplyfunding.forml.ai/apply OpenEvery date and time in the CRM renders in this zone. Saved on this device, applies instantly.
Every Google account the CRM uses. Renewal happens automatically at sign-in — your own account is refreshed as you log in, and admins are prompted for the shared ones. This page is the manual fallback and the place to check state.
Your internal ISO reps. A short, mostly static list used to filter and stamp deals across the boards.
| Name | ||
|---|---|---|
| No ISO reps yet | ||
The white-label partners and their document rules. Base required docs, optional docs, and extra docs required above a funding amount.
| Name | Code | Required docs | Threshold rules | Status | |
|---|---|---|---|---|---|
| No white-labels yet | |||||
Per-industry risk tier and pricing factor the scoring engine reads. The industry must match how deals store their industry.
| Industry | Risk tier | Pricing factor | Notes | |
|---|---|---|---|---|
| No benchmarks yet | ||||