# Funding Machine

## Docs

- [HELP Processing Queue](https://docs.myfundingmachine.com/HELP-Processing-Queue.md)
- [SCRIBE OUTLINES](https://docs.myfundingmachine.com/SCRIBE_OUTLINES.md)
- [SOP Admin Processing](https://docs.myfundingmachine.com/SOP-Admin-Processing.md)
- [SOP Paying Commissions](https://docs.myfundingmachine.com/SOP-Paying-Commissions.md)
- [SOP Updating Appointment Statuses](https://docs.myfundingmachine.com/SOP-Updating-Appointment-Statuses.md)
- [Admin cursor sdk dispatch](https://docs.myfundingmachine.com/admin-cursor-sdk-dispatch.md)
- [0001 underwriting whatif override seam](https://docs.myfundingmachine.com/adr/0001-underwriting-whatif-override-seam.md)
- [Cloud agent starter skill](https://docs.myfundingmachine.com/cloud-agent-starter-skill.md)
- [Convex index audit 2026 05 17](https://docs.myfundingmachine.com/convex-index-audit-2026-05-17.md)
- [Convex index audit 2026 06 06](https://docs.myfundingmachine.com/convex-index-audit-2026-06-06.md)
- [Fund 1918 migration findings](https://docs.myfundingmachine.com/design/fund-1918-migration-findings.md)
- [Fund 1921 subpartner commissions](https://docs.myfundingmachine.com/design/fund-1921-subpartner-commissions.md)
- [Underwriting rework plan](https://docs.myfundingmachine.com/design/underwriting-rework-plan.md)
- [Underwriting system map](https://docs.myfundingmachine.com/design/underwriting-system-map.md)
- [Underwriting uiux rework breakdown](https://docs.myfundingmachine.com/design/underwriting-uiux-rework-breakdown.md)
- [Funding workflow paths](https://docs.myfundingmachine.com/funding-workflow-paths.md)
- [Ghl sdk v3 raw fetch audit](https://docs.myfundingmachine.com/ghl-sdk-v3-raw-fetch-audit.md)
- [Activity Timeline](https://docs.myfundingmachine.com/help/admin/activity-timeline.md): View a unified activity timeline for every contact, showing all actions taken across submissions, funding plans, invoices, and status changes.
- [Demo Mode](https://docs.myfundingmachine.com/help/admin/demo-mode.md): Enable demo mode to mask client personal information during screen sharing, funding reviews, and demos while keeping workflow data visible.
- [Global Search](https://docs.myfundingmachine.com/help/admin/global-search.md): Search for any contact across all operator locations instantly using global search, without needing to know which location they belong to.
- [Team Management](https://docs.myfundingmachine.com/help/admin/team-management.md): Manage your processing team with the admin team panel, including adding processors, setting workload limits, and configuring auto-assign.
- [View as Operator](https://docs.myfundingmachine.com/help/admin/view-as-operator.md): Use admin impersonation to view any operator location's data exactly as they see it, ideal for troubleshooting, auditing, and support.
- [Processor and Admin Help Center](https://docs.myfundingmachine.com/help/introduction.md): Funding Machine help center for processors and admins covering queue management, invoicing, team settings, and daily processing operations.
- [AR Dashboard](https://docs.myfundingmachine.com/help/invoices/ar-dashboard.md): Monitor accounts receivable health with the AR dashboard, including aging reports, outstanding balances, and invoicing performance stats.
- [Payment History](https://docs.myfundingmachine.com/help/invoices/payment-history.md): View the complete payment timeline for any invoice, including all recorded payments, dates, amounts, and remaining balance information.
- [Recording Payments](https://docs.myfundingmachine.com/help/invoices/recording-payments.md): Record operator invoice payments by check, wire, Zelle, or other methods to keep your accounts receivable dashboard accurate and current.
- [Sending Invoices](https://docs.myfundingmachine.com/help/invoices/sending-invoices.md): Generate and send funding success fee invoices to operators, calculated from the funded amount and their agreement percentage rate.
- [Write-Offs](https://docs.myfundingmachine.com/help/invoices/write-offs.md): Write off uncollectable invoices in Funding Machine when an operator dispute, business closure, or other situation prevents payment collection.
- [CRM Platform Guide](https://docs.myfundingmachine.com/help/platform/index.md): Learn how to use the CRM platform built into Funding Machine, including contacts, calendars, conversations, pipelines, payments, and automation.
- [Auto-Assign](https://docs.myfundingmachine.com/help/queue/auto-assign.md): Configure automatic round-robin assignment to distribute new funding submissions evenly across processors based on current workload.
- [Claiming Work](https://docs.myfundingmachine.com/help/queue/claiming-work.md): Learn how to manually claim unassigned funding submissions from the queue and begin processing them through the funding workflow steps.
- [My Queue](https://docs.myfundingmachine.com/help/queue/my-queue.md): Use the My Queue tab to view all your assigned funding submissions sorted by SLA urgency, with overdue items always prioritized at the top.
- [SLA Tracking](https://docs.myfundingmachine.com/help/queue/sla-tracking.md): Understand how SLA tracking works in the funding queue, including color-coded indicators, deadline calculations, and urgency prioritization.
- [Quick Start](https://docs.myfundingmachine.com/help/quick-start.md): Get up and running as a Funding Machine processor in minutes — open your queue, claim submissions, and start processing funded deals.
- [Create a New Affiliate Campaign](https://docs.myfundingmachine.com/operators/affiliates/new-campaign.md): Set up an affiliate campaign in Funding Machine: attach a funnel, add a commission product, set the reward rate, and invite affiliates.
- [Invoices & Billing](https://docs.myfundingmachine.com/operators/billing/invoices.md): Understand how Funding Machine invoices and billing work, including success fee calculations, payment methods, and due date policies.
- [Partner Program](https://docs.myfundingmachine.com/operators/billing/partner-program.md): Explore the Funding Machine partner program, including referral commissions, success fees, partner tiers, and how to earn on every deal.
- [Managing Client Applications](https://docs.myfundingmachine.com/operators/funding/applicants.md): Manage all submitted client applications in one place, view current funding status, credit scores, and detailed funding plan information.
- [Checking Funding Status](https://docs.myfundingmachine.com/operators/funding/checking-status.md): Track where your clients are in the funding pipeline, understand each stage from submission to approval, and know what to expect next.
- [Funded Clients and Deal Tracking](https://docs.myfundingmachine.com/operators/funding/clients.md): Browse your approved and funded clients in Funding Machine, track successful deals, and measure your overall business performance metrics.
- [Credit Reports](https://docs.myfundingmachine.com/operators/funding/credit-reports.md): View and interpret client credit reports and scores in Funding Machine, and understand how they affect funding approvals and declines.
- [Your Dashboard](https://docs.myfundingmachine.com/operators/getting-started/dashboard.md): Navigate your Funding Machine dashboard to view real-time metrics, track pipeline performance, spot trends, and manage your funding business.
- [Embed the Apply for Funding Form](https://docs.myfundingmachine.com/operators/getting-started/embed-funding-form.md): Grab the embed code for your Apply for Funding form in LeadBuilt and paste it onto any website so visitors can apply directly from your site.
- [FM Workshop Learning Platform](https://docs.myfundingmachine.com/operators/getting-started/fm-workshop.md): Learn how to access and use the FM Workshop Learning Platform for training and onboarding resources.
- [Migrate from Zoho](https://docs.myfundingmachine.com/operators/getting-started/migrate-from-zoho.md): Step-by-step walkthrough for migrating your applicants and clients from Zoho into your new Funding Machine CRM.
- [Account and Team Settings](https://docs.myfundingmachine.com/operators/getting-started/settings.md): Configure your Funding Machine account settings, including team management, company profile, notification preferences, and integrations.
- [Set Up apply.yourdomain.com](https://docs.myfundingmachine.com/operators/getting-started/setup-apply-subdomain.md): Stand up a branded application URL like apply.yourdomain.com that points to your Apply for Funding form. DNS, funnel, and verification end-to-end.
- [Submit a Client](https://docs.myfundingmachine.com/operators/getting-started/submit-client.md): Learn how to submit a new client for funding in Funding Machine, including required fields, documents, and tips for faster processing.
- [Getting Started with Funding Machine](https://docs.myfundingmachine.com/operators/introduction.md): Get started with Funding Machine to submit clients, track credit reports, monitor funding progress, and manage your business in one place.
- [GHL Nurture Without First Reply](https://docs.myfundingmachine.com/operators/prospecting/nurture-without-reply.md): Operator runbook for updating the prospecting workflow so 24h and multi-day SMS/email follow-ups fire without waiting for an inbound reply.
- [Partner Prospecting Workflow](https://docs.myfundingmachine.com/operators/prospecting/todd-team-workflow.md): How partner teams work BusinessLoans.com prospecting leads, review conversations, update stages, and use the partner-facing prospecting module.
- [Phase 2 processor redesign plan](https://docs.myfundingmachine.com/phase-2-processor-redesign-plan.md)
- [Phase 3 admin dashboard redesign plan](https://docs.myfundingmachine.com/phase-3-admin-dashboard-redesign-plan.md)
- [Admin Processing (Funding Queue)](https://docs.myfundingmachine.com/sops/admin-processing.md): Complete standard operating procedure for working the funding queue, reviewing submissions, and processing client funding requests.
- [Paying Commissions](https://docs.myfundingmachine.com/sops/paying-commissions.md): Standard operating procedure for calculating, processing, and paying sales commissions to operators after successful client funding.
- [Updating Appointment Statuses](https://docs.myfundingmachine.com/sops/updating-appointments.md): Step-by-step standard operating procedure for tracking, updating, and closing appointment statuses within the Funding Machine system.
- [2026 04 07 funding queue remove from queue](https://docs.myfundingmachine.com/superpowers/plans/2026-04-07-funding-queue-remove-from-queue.md)
- [2026 05 28 underwriting review console](https://docs.myfundingmachine.com/superpowers/plans/2026-05-28-underwriting-review-console.md)
- [2026 04 07 funding queue remove from queue design](https://docs.myfundingmachine.com/superpowers/specs/2026-04-07-funding-queue-remove-from-queue-design.md)
- [2026 05 29 underwriting process replay design](https://docs.myfundingmachine.com/superpowers/specs/2026-05-29-underwriting-process-replay-design.md)