Welcome to Funding Machine
Funding Machine is the processing platform that powers your funding operations. This help center covers everything your team needs to know.My Queue
Your personal work dashboard sorted by urgency
Record Payments
Track operator payments against invoices
View as Operator
See exactly what any operator sees
Demo Mode
Hide PII during screen sharing and review calls
What’s New
These features were added in April 2026:- My Queue - Personal processor dashboard with SLA-sorted items and Pull Next
- Payment Tracking - Record payments, view history, AR dashboard with aging
- Auto-Assign - Round-robin assignment of new submissions to processors
- Activity Timeline - Unified event history per contact
- Admin Impersonation - View any location as the operator
- Demo Mode - PII masking for funding review calls
- Global Search - Find any contact across all locations with Cmd+K
Quick Reference
| Feature | Shortcut | Who Can Use |
|---|---|---|
| My Queue | Click tab | All processors |
| Pull Next | Button in My Queue | All processors |
| Record Payment | Button on invoice row | Admins, processors |
| View as Operator | Button on location page | Super admins |
| Demo Mode | Cmd+Shift+D | Admins |
| Global Search | Cmd+K | Admins |