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Clients

The Clients page shows your funded and active clients with their funding details.

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What’s Here

Clients are applicants who have been approved and funded. This page shows:

• Client Name and contact info
• Funded Amount - Total amount funded
• Funding Type - Card stacking, term loan, MCA, etc.
• Status - Active, completed, or other
• Date Funded - When the funding was completed

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Difference from Applicants

• Applicants = everyone you’ve submitted (all stages)
• Clients = only those who have been approved/funded (the wins)

Think of Applicants as your pipeline and Clients as your closed deals.

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Reports

Use the Reports page to see aggregate data on your funded clients:

• Total funded amounts over time
• Breakdown by funding type
• Average funded amount per client
• Monthly trends