Feature Requests

I would like to have an integration with Bitty for portal submissions. This would streamline the process and save time, as currently, I have to manually track submissions. An integration would automate this and improve efficiency.

I find it challenging to clear the queue for multiple funders individually. It would be beneficial to have a feature that allows me to clear the queue in bulk, streamlining the process and saving time.

I would like to receive automatic reports directly from the system. Specifically, it would be beneficial to have an email sent each morning detailing what was submitted and what was approved or not. This feature would streamline our workflow and keep us updated without manual intervention.

Currently, when adding a new deal, I have to manually create and add the 'application' field. It would be more efficient if this field was automatically included in the New Deal form, streamlining the process and reducing manual input.

Monitor email inbox and match each funder response email back to its submission. Then auto-categorize the response as a decline or approval and update the submission accordingly.

A built-in workflow that scans your uploaded documents and creates a Statement record for each month. This auto-adds the Period ending, Number of deposits, Revenue, Balance, and Negatives fields so you can match funders more easily.

Strip the 36-character UUID that is currently appended to files when submitting a deal via email.

When creating or updating a Sender, users can send a ping to themselves to ensure their SMTP credentials are working as expected.

A button to email merchants a custom template with the details of their offer. Best for small deals or merchants who don't answer the phone.