KVMv2.7 ✨Finance Broker
Starting…
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New client
Full name *
Customer type
Loan amount
Rate %
Broker
Stage
Loan type
Finance clause
Settlement date
Auction date
Cooling off
Years at job
Lead source
+
Add applicant 2 / co-borrower
— spouse, partner, joint applicant
▼
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.
Email templates
Click any template to preview and copy — personalise the [bracketed] fields before sending
Subject line
Email body
💡 Personalise all [ ] fields before sending.
1 Upload
2 Map columns
3 Preview
4 Import
Import existing clients from CSV or Excel
Upload a spreadsheet of your existing clients — any column names, any order. You'll map the columns in the next step.
📂
Drop your CSV or Excel file here
or click to browse
Supports .csv, .xlsx, .xls, .tsv
📄 Download CSV template
Pre-filled spreadsheet with example rows. Open in Excel.
📘 Import guide (PDF)
Step-by-step instructions with field reference.
Recognised column names
${['name *','loan','rate','broker','stage','ctype','ltype','notes','finance_clause','settlement','jobyears','working_income','actual_income'].map(c=>`${c}`).join('')}
* Required. All others optional. Column names are flexible — you'll map them in the next step.
Broker performance dashboard
Admin view — live data across all brokers
📚 Settled book
All settled clients — your trail book and cross-sell pipeline