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SOP: Admin Processing (Funding Queue)

This is the complete standard operating procedure for working the funding queue.
The full PDF version of this SOP is available for download in the app under Admin > Internal > Step-by-Step Guides.

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Overview

Target turnaround: 3 business days from submission to completion.

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Prerequisites

  • Admin portal access via Lead Built
  • Access to the internal admin area
  • A processing user ID (assigned by your manager)
  • Familiarity with credit report terminology and funding product types
  • Funding Queue: /admin/internal/funding-queue
  • My Queue: /admin/internal/funding-queue?tab=my-queue
  • Invoices: /admin/internal/invoices

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Workflow Summary

1

Open My Queue

Start each day on the My Queue tab. Work red items first.
2

Claim or Pull Next

Use Pull Next to auto-claim the most urgent item, or manually claim from All Items.
3

Review the Submission

Open the contact, review credit info, and determine the appropriate funding path.
4

Create Funding Plans

Add plans based on the client’s profile (Card Stacking, Term Loan, MCA, etc.)
5

Process Applications

Submit applications to lenders, track responses, update plan statuses.
6

Complete Processing

Once all plans are resolved, mark the submission as complete.
7

Invoice

Generate and send the operator invoice for funded amounts.