Statement Analysis
Enter the folder path containing your PDF bank statements
☰ All pages
Leads
Every lead card, with search, paste and scrub.
Zoho fallback
Scrub statements, or turn a K-Leads paste into application PDFs,
without touching the CRM.
Issues & suggestions
Report something broken or ask for a change, and see when it is
fixed.
Resources
Lender PDFs, Westwood forms and scripts.
Admin
Dashboard, and everything under it.
Dashboard
Underwriting requirements
Submission templates
Team leads
Lender search
System status
Reporting
Where the numbers live.
Funded board
Analytics