Working your deal pipeline

The Deals screen holds every application shared with you. The ones that need you most are at the top.

Tabs

• Active: deals still in progress, meaning Submitted, In review, and Changes requested
• Funded: deals you funded
• Closed: deals that ended without funding, either passed or withdrawn

The header shows your total deals, how many are open, and the total amount requested. You can filter by status and search by business name or industry.

How the Active tab is sorted

1. Deals with activity you haven't seen yet, such as a reply or a status change
2. Deals waiting on you, including new applications and deals where your change requests have been resolved
3. Deals already in review

Within each group, the newest is first. A deal keeps its "new activity" marker until you open it.

Inside a deal

Each deal has five sections:

• Loan request: amount, term, indicative rate, date shared, and use of funds. Your decision buttons are here.
• Activity and conversation: your message thread with the business, and the deal's history
• Action items: the requirements the business completed, with supporting evidence
• Profit and loss: built from the business's connected bank data and always current
• Form answers: the business's full assessment

The business information you see is live. When the business updates something, you see the change without it resubmitting.

Good to know

• You can only open deals on programs you own.
• A business can have one active application per program. A funded deal counts as active.