One sign-in. One set of rows. Every app on top of them. Underwriting is self-serve today. The rest is set up with your team.
Drop the statements on the desk. It reads every row and keeps the page and line each figure came from, holds the deposits to what the application claims, checks the PDF itself, judges the file against your guidelines and prices an offer. Ten reads are free.
The origination fee is invoiced from the deal's own row. The pay page carries your name, not ours. When the wire lands the receipt lands with it, on the row the statements were read on.
Airtable's shape on your own database. Grids that update as the team types. A view per role that shows only the fields that role may touch. Built to a brief, on your own domain.
Your numbers, ported or new. A text sent from the row stays on the row; a call placed from it is logged there with its recording. The merchant answers a number they recognise.
A collector sees the route. A funder sees the queue. An intake clerk sees the form. Each is one page over the same rows, and none of them can see or change what the role was not given.
Threads land on the customer, the deal, the file — with the record beside every thread. A PDF on a thread that reads like a bank statement goes to the desk on arrival, so the figures are on the record before anyone opens the mail.
When a stage cell changes, text the merchant. When a form arrives, make the row. When a thread carries statements, read them. Every automation runs on the row that started it and writes back to it.
A brand kit, photography in one style, copy from the facts you give us. It ships to your domain. Its pages live in the workspace with everything else, so the person who edits the CRM edits the site, and its forms create records.
A merchant's statement upload, a collector's route, a funder's queue: apps your team and your customers open, on the same rows as the CRM, on your domain, with sign-in and roles from the first day.