Set up your organization
Company details, team visibility, deal math defaults, lead sources and pipeline rules.
Updated Owners and managers; the pipeline settings are owner-only.
Organization
Settings → Organization holds your company's display name, legal name, phone, email, website and time zone, plus:
- Team visibility: whether agents see every lead and deal or only their own.
- Deal math defaults: business days per month (21 by default), the share of payback collected at which a deal becomes eligible to renew, and the affordability thresholds that turn the holdback warning amber or red.
- Merchant application: your online application link (see Your online application link).
Lead sources
Settings → Lead sources lists where your leads come from (a vendor, a campaign, referrals) and what they cost, so reports can show which sources fund.
Pipeline
Settings → Pipeline lets an owner lock pricing on a deal once it reaches a chosen status (managers can unlock it, and every unlock is recorded) and set conditions that are added to every new deal automatically.
Email templates
Settings → Email templates holds your submission templates: subject, body, merge tags and your signature. Mark one Use by default so it is preselected when you submit a deal.
Related articles
Custom fieldsTrack information that is specific to your shop on leads, merchants and deals.
RenewalsSee which funded merchants are ready to renew, which are close, and start the renewal deal in one click.
Submit a deal to lendersBuild one email per lender from your template, or a copy kit for lenders you submit to on their portal, attach the package, and track every response.