KVM Finance — BrokerFlow CRM

🌸

KVM Finance Broker

Your Finance Journey Partner

Your name

Password

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🌸KVMFinance Broker

Starting…

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Broker:

⚠ Alerts

New client

Full name *

Customer type

Loan amount

Rate %

Broker

Stage

Loan type

Finance clause

Settlement date

Auction date

Cooling off

Years at job

Notes

Client warnings

All active alerts sorted by urgency — click any to open client

Warning guide — click to expand

Overdue Soon Follow-up Key date

Upfront %

Trail %/yr

Lender A

Name

Rate %

Fees $

Type

Features

Lender B

Name

Rate %

Fees $

Type

Features

Loan amount $

Edit names inline. Changes apply instantly to the pipeline.

Loan

Rate

Broker

Since

Customer type

Loan type

Years at job

Move stage

Full name

Customer type

Loan amount

Rate %

Broker

Loan type

Years at job

Notes

Warning reference guide

💡 Some documents outstanding — mark any not needed as N/A, then move stage when ready

0/0

Mark N/A for docs not needed

Key dates

💡 Saving a settlement date resets the follow-up schedule to count from that date.

Discharge & Insurance

Discharge form received

Not received

Discharge date

⚠ Insurance not discussed — compulsory before settlement

Insurance discussed ⚠ compulsory

Not discussed

Insurance type / provider

Doc request follow-up

Docs requested from client on

Click to mark done / undone. Counts from settlement date if set.

Add note

Note history

Add referral / third party

Type

Name / Company

Contact

Status

Notes

💰 Commission $ (admin only)

Add lender

Lender name

Rate %

Product

Status

Notes

⭐ Google review request

Send your review link to this client

Open ↗

Schedule reminder

Type

Date

Message

Audit log

Recent activity — click your avatar anytime to view

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User management

Add, edit or remove broker accounts — Admin only

Current users

Add new user

Full name

Password

Role

Passwords are stored in browser local storage. Share the HTML file and new password directly with the user.