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Demo Mode

Demo Mode masks client personal information during screen sharing, funding review calls, and demos. Dollar amounts, dates, and workflow data stay visible.

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Toggle Demo Mode

  • Keyboard shortcut: Cmd+Shift+D (Mac) or Ctrl+Shift+D (Windows)
  • Or: Click the Demo Mode toggle in the admin header
When active, an amber “DEMO” badge appears in the header.

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What Gets Masked

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What Stays Visible

  • Dollar amounts (funded amounts, invoice totals, balances)
  • Dates (submission dates, due dates, payment dates)
  • Statuses (Plan Needed, In Progress, Paid, etc.)
  • Funding types and plan details
  • SLA indicators
Masking applies across all admin pages: funding queue, invoices, contact detail, and more.

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Spotlight

During a review call, you often need to discuss one specific client:
1

Enter Demo Mode

Press Cmd+Shift+D
2

Click Spotlight

On the contact row you want to discuss, click “Spotlight”
3

Discuss the Client

That client’s data is unmasked (shown with a gold border). All others stay masked.
4

Hide When Done

Click “Hide” to re-mask that client, or spotlight a different one
Only one contact can be spotlighted at a time. Clicking Spotlight on a new contact automatically hides the previous one.

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Session Behavior

  • Demo Mode persists during your browser session
  • Closing the tab or browser clears demo mode
  • It does not persist across page refreshes (by design, so you don’t accidentally leave it on)