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DEMO — AGENT DESKRepresentative data. Nothing here is a real merchant or a real transaction.ALL DEMOS →

AGENT DESK

D. Whitfield

My Leads

Your book. Everything you claimed, sourced or were assigned, from first contact through live processing.

MY BOOK

5

EARLY

2

IN APPLICATION

2

LIVE

1

EARLY2before an application exists

Harbor & Vine Catering

Nina Vasquez · Food & beverage · via Inbound

$60KQUALIFIED3d

NEXT — Send application linkToday

Cascade Charter Group

Tom Beaudry · Aviation · via Outbound

$2.1MCONTACTED6d

NEXT — Book discovery callThis week

IN APPLICATION2working through the seventeen gates

Northgate Reagents Inc.

Marguerite Ellery · Specialty & regulated · via Referral link

$310KUNDERWRITING4d

NEXT — Follow up on underwriting questionsTomorrow

Ferris Freight Systems

Owen Ferris · Freight & logistics · via Trade show

$1.4MAPPROVED2d

NEXT — Schedule gateway integration callSep 2

LIVE1processing — residual accruing

Calder Mining Supply

Ruth Calder · Mining & heavy industry · via Referral link

NEXT — 30-day check-inSep 14

WHERE YOUR BOOK CAME FROM

Referral link2

Trade show1

Inbound1

Outbound1

Referral-link leads convert at roughly twice the rate of outbound on this desk, which is worth knowing before deciding where the next hour goes.

AGENT SCOPE — STAGE AND NEXT ACTION. NOT DOCUMENTS, FINANCIALS OR FINDINGS.CONSOLE →