Deal Console

Top-tab console — one dense, sortable deal table with rep / lender group separators.

Public links

Forms & client links

Client-facing Cognito forms — click to open in a new tab.

Documents required per product

Pulled from doc_requirements.json. Click a product to see required documents. (No pricing shown.)

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Active deals

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Volume

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Reps

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Lenders

Merchant cash advance & line-of-credit deals will live here once the MCA pipeline is wired in.

MCA lender feed + guidelines will connect here.

Sandbar Fund — Deal Console. Live source: newest SB_Daily_Snapshot_*.json (Drive) + doc_requirements.json. · Read-only.