Lodgement Desk
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Lodgement Desk
v14
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Fundfast AI
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SM
Sam Murray
Overview
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Dashboard
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command centre
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Messages
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— customer chat
Pipeline
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Leads
0
— new inbox
◔
Statement Match
0
— oldest
◑
Ready to Lodge
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— matched to client
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Active Deals
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— in market
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Live Offers
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— approved
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Settlements
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— funding
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Loans
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— funded ledger
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Declined
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— not approved
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Campaigns
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— cold outreach
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KPIs
—
— monthly tracking
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Lenders
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— by lender
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Clients
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— all-time ledger
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Warmer
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— SMS re-engagement
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Kill Reviews
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— pending approval
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Resources
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training + cheat sheets
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Reporting
—
conversion rates
Activity
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Axle AI
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Lodgement Desk