Submission Progress
0%
1
Select TeamChoose rep — team auto-CC'd
2
Upload FilesPer brand — watermark once
3
Select Brand & FundersShop out per brand
4
Watermark & SendPreview and email funders
Deal & Team
⚠
Select a rep so their team is CC'd on outgoing emails.
CC Recipients
Select a rep to auto-CC their team. Manage teams in Setup → Teams.
Bank statements (PDF)
Owner ID documents
Voided check
Supporting documents
Brands Active5
Files Uploaded0
Funders Selected0
Watermarked0
Emails Sent0
Team CC0
SubjectNEW DEAL - ABC Auto Repair LLC
Next: Select your team rep to begin.
Brands — Upload & Select Funders
Each brand has its own upload. Select funders per brand. Files are organized by funder name before sending.
Activity Log
Uploads, watermarking, and sends for this session.
| Time | Brand | Action | Details |
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