Funnel
Click a stage to filter the list below. Volume is the estimated monthly processing of the merchants in that stage.
In Odoo
What happens after the application is submitted — pricing, signature, underwriting, shipping, installation. Read-only: these stages live in Odoo, and the columns are built from whatever Odoo returns. Click one to list its files.
By agent
Sorted by active leads — the question this answers is who is moving and who is stalling. Median age, not average: one file forgotten for eight months would drag a whole team's average.
Leads
Click a row to open the file.