Step 1: Access the Offers Section
Navigate to the left sidebar menu
Click on the "Offers" tab
You will see a list of all offers with their current status (new, funded, revised, etc.)
Step 2: Review Offer Details
The offers page displays comprehensive information about each deal:
Deal name (company)
Funder
Current status
Stage
Product type
Amount
Rate
Payback amount
Term
Payment details
Step 3: Mark the Offer as Funded
Locate the offer you want to mark as funded in the list
Click on the green "Funded" button in the actions row for that offer
A modal window will appear titled "Funded: [Funder Name]"
Step 4: Complete the Funding Form
Fill in the following details in the funding form:
Required Information
Commission: Enter the commission amount (e.g., $1,000.00)
Fee: Enter any additional fees (e.g., $0.00)
Commission expected: Select the date when the commission is expected (e.g., 3/24/2025)
Fee expected: Select the date when the fee is expected (e.g., 3/24/2025)
Date funded: Enter the actual funding date (e.g., 3/24/2025)
Payment splits: Select the appropriate payment split option from the dropdown if applicable
Step 5: Finalize the Funding
Review all entered information for accuracy
Click the "Confirm" button in the bottom right corner to complete the funding process
If you need to cancel, click the "Cancel" button
After Funding
Once an offer is marked as funded:
The offer's status will change to "funded" with a blue label in the offers list
The funded offer will be recorded in the system and appear in the "Advances" section, where you can track it through the rest of its lifecycle