Search for a deal, pick its new stage, click save. That's it.
⚠️
Marking as Funded? — Complete both steps below:
Required — enter $0 or check "No commission" if none was paid. This feeds Funded Today analytics.
✅ Ready — click "Save Stage Update" below.
⚠️
Moving to Collections — Asana will automatically move this deal to the right Collections project.
Important: After saving, wait about 15 seconds before searching in the ⑤ Collections tab. Asana needs a moment to move it.
👤 Update ESE Sales Rep on a Deal
Pre-Fund Review
Use this tab after you have access to the merchant's bank account and right before you fund the deal. Fill everything out, then go back to ② Pipeline and mark the deal as Funded.
📌
Follow the steps in order 1 → 7. Each step prepares the deal for funding and sets the automatic renewal reminder.
Step 1 — Find the Deal
Step 2 — Broker / ISO Details
Step 3 — How Are Payments Made?
This determines when the renewal reminder fires. Pick whichever matches how this merchant will make payments.
Step 4 — Revenue Sources
Enter the merchant's monthly revenue from each bank account or processor. Most recent month goes in the first column (left).
⬅ Most Recent MonthOldest Month ➡
📊 Combined Monthly Average (all sources)
$0
Step 5 — Which Entity is Funding This Deal?
Ask your manager if you are not sure which entity to use.
No entity selected yet
Step 6 — Funding Amount & Term
Funding amount is required
🔒 Fund date already recorded:
This deal was already funded on this date. The date is locked to protect data integrity.
Fund date is required
Daily ACH: count only Mon–Fri payments — do NOT include weekends
Estimated term is required
💰 ISO Commission — Required
Points = % of funded amount (e.g. 10 pts = 10%)
Enter $ directly OR let points calculate it
🔔 Automatic Renewal Reminder
Estimated Term
—
Payment Type
—
55% of Term
—
Calendar Days Until Reminder
—
🔔 Renewal Reminder Date
—
⚡ On this date, the deal will appear in the ⑥ Renewals tab with a red alert so you know it's time to offer a renewal.
Step 7 — Save Everything to Asana
Review the summary below, then click Save.
Fill in the fields above to see a summary...
👉
All done here! Next step: Go to and move this deal to 💰 Funded.
Payments
Every time a payment comes in (or doesn't), log it here. This creates a record in the deal's Asana timeline.
Step 1 — Find the Deal
Step 2 — Payment Details
What Will Be Saved
Select a deal above to see a preview...
Collections
Use this tab to log updates on merchants who are not paying. This tab only shows deals that are already in a Collections project.
⚠️
Deal not showing up? First go to , search for the deal, and move it to "⚡ Collections". Wait 15 seconds, then come back and search here.
Step 1 — Find the Deal
Step 2 — Collections Update
Comment Preview
Select a deal and fill in details above...
Active Portfolio · East Shore Equities
Renewals
Deals at 55% of term — flagged automatically for renewal outreach
Loading funded deals...
🔔
No renewals found yet.
A deal will appear here when: ✅ It has been moved to a Funded project in Asana ✅ Its ③ Pre-Fund Review was completed using this hub
After funding a deal, click Refresh List. If it just became funded, wait 15 seconds for Asana to move it first.
Live · East Shore Equities
Pipeline Command Center
Loading intelligence...
—
🔍
Press ESC to clear · Scrolls to matching deal
Pipeline Flow
🔥Hot Deals
PRIORITY ATTENTION REQUIRED
🔔Renewals — Ready Now
OFFER RENEWAL TODAY
Follow-Up Commander · East Shore Equities
Michelle's War Room
Loading your follow-up queue...
—
FOLLOW-UPS TODAY
🔥
Hot deal(s) waiting on docs — call these merchants first, right now
0 HOT
Today's Follow-Up Progress
0%
Loading your follow-up queue...
🚨
Deals stuck 48h+ — call NOW
Contracts Out — Awaiting Signature
⚠️Legal: Contact ISO only — do not call merchant until signed.
💡 What to say: "Hi [ISO name], this is Michelle from East Shore Equities. I'm following up on [Business Name] — have you been able to get the merchant to sign the contract yet? Is there anything blocking them?"
✅ No deals currently awaiting signature.
Logins Pending — Scheduling Bank Logins
📅Coordinate timing with logins processor, confirm merchant is available.
💡 To Logins Processor: "Hey, I have [Business Name] ready for bank logins — when's a good time? I'll make sure the merchant is available."
💡 To Merchant: "Hi [Owner], we need to schedule a quick bank verification. Can you make sure you have access to your online banking on [date/time]? It only takes a few minutes."
✅ No deals currently pending logins.
Waiting on Docs — Documents Needed
📞Contact both merchant and ISO to collect needed documents.
💡 To Merchant: "Hi [Owner], this is Michelle from East Shore Equities. We're so close to funded — we just need [docs] to finalize. Can you send those over today? The faster we get them, the faster you get your money."
💡 To ISO: "Hey [ISO name], still waiting on [docs] for [Business Name]. Can you follow up with your merchant today? We're ready to fund as soon as we have them."
✅ No deals currently waiting on docs.
In Review — Underwriting
🔎Nudge underwriting to confirm status.
💡 To underwriting: "Hey, just checking — is there anything you need from me to move [Business Name] forward? Is the review almost done?"
Ready to Fund — Close These Today
🎯 Priority: Approved and ready — confirm wire details and entity with the team. Fund today.
Specifically Flagged for You
No deals specifically flagged for you yet.
📌 Flag a Specific Deal for Michelle
Portfolio Intelligence · ESE + ESE SMB + ICC
🏦 Funded Today
Wires, commissions, entity balances, and portfolio intelligence
🔒
Restricted Access
Enter your 4-digit PIN to view funded deals and portfolio data.
💰 Entity Balances
Tap any entity to update its balance
Auto-subtracts deals funded after each balance update
Set balance for:
Enter the current available capital. Any deals funded after this moment will automatically be subtracted.
TODAY'S FUNDED
—
0 deals
THIS WEEK
—
0 deals
THIS MONTH
—
0 deals
ISO COMMISSIONS
—
this month
Loading funded deals...
🏦
No deals funded in this period.
Deals appear here once a Pre-Fund Review has been saved through the hub, or when a deal is moved to a Funded project via Pipeline.
Deals
—
Total Funded
—
ISO Commissions
—
Avg Deal Size
—
Business Name
Entity
Funded Amount
ISO / Broker
ESE Sales Rep
ISO Commission
Fund Date
📊 Volume by Entity
$0
🤝 Volume by ISO/Broker
External brokers sending deals
🏆 Volume by ESE Sales Rep
Internal team performance
📉 Avg Factor Rate Trend
—
avg factor rate this month
AI PORTFOLIO INTELLIGENCE
AI analyzing portfolio data...
Business Intelligence · ESE Operations
📈 Performance
Pipeline health, funding velocity, ISO scorecard, team activity
PIPELINE
—
active deals
READY TO FUND
—
deals
FUNDED (PERIOD)
—
deals
DECLINED
—
this period
AVG TIME-TO-FUND
—
days avg
TOTAL FUNDED $
—
this period
AI PERFORMANCE DISSECTION
AI dissecting performance data...
🚰 Pipeline Leak Map
Where deals are dropping off
🏆 ISO Manager Scorecard
⏱️ Stage Velocity
Avg days per stage (current deals)
💵 Funding Performance
📞 Collections Intelligence
Loading performance data...
Collections · East Shore Equities
Collections Command Center
Live queue of all active collection files — liens, demands, settlements, escalations
➕Quick Add Deal
Add any deal — existing files, legacy deals, settlements
Loading Collections
COLLECTIONS PIPELINE
COMPLETED THIS WEEK
No tasks completed this week yet.
RESOLVED / PAYMENT PLAN
No resolved accounts this week.
🤝 IN SETTLEMENT
No active settlement agreements.
✅ PAID OFF / ZERO BALANCE
No paid off accounts yet.
East Shore Equities · Collections
UCC 9-406 Account Debtor Tracker
Track UCC 9-406 notices sent to account debtors for each collections file. Reminders fire every 3 weeks if no response. Resolved files get no reminders.
➕Add Account Debtor to a File
One entry per account debtor / revenue source
This creates an Asana task with a 3-week due date reminder
Loading debtor records...
ACTIVE COLLECTIONS FILES
Pipeline · East Shore Equities
Declined Deals
Parked deals (no response — follow up later) · Declined deals (permanent audit log)
Loading declined deals...
Parked — No Response
Flagged amber after 30 days — still worth following up
Declined — Audit Log
Permanent record — nothing deleted, use Reactivate to bring back
Operations · East Shore Equities
Logins Command Center
Live queue of deals waiting on bank login access — sorted by urgency
🔥
Hot deal(s) waiting on logins — get these done first, immediately
0 HOT
Loading logins queue...
LOGINS PENDING QUEUE
COMPLETED TODAY
No logins completed today yet.
📢 Announcements & Messages
Post a message to the whole team, or send a direct message to a specific person.
📢Global Announcement
💬Message to Specific Person
🧠 Business Intelligence
AI-powered analysis of everything happening across ESE — admin only
AI BUSINESS INTELLIGENCE
Analyzing your business data...
Admin only · Data refreshes from live Asana, Twilio, and Janila's sheet · AI analysis uses OpenAI
⚙️ Admin Panel
Manage users, passwords, tab access, and announcements.
📢Announcements & Messages
➕Add New User
ALL USERS
Compliance · East Shore Equities
UCC-1 Filing Queue
Every funded deal needs a UCC-1 filing — unless it's a renewal. Confirm with George when in doubt.
⚠️ IMPORTANT — READ BEFORE FILING
• Every new funded deal = file a UCC-1. No exceptions.
• Renewals = NO filing needed unless George explicitly tells you to file one.
• If you're not sure whether something is a renewal, do not file — click "Renewal — Confirm with George" and wait for his confirmation.
• Mark each deal as either Filed ✅ or Renewal — No Filing Needed so nothing falls through the cracks.
⚡ Quick Add — Legacy Deal
For deals funded before the portal — add directly here and track the UCC filing status
📋 Request a Document from Contracts
🎯 Add to Janila's Recovery List
Merchant in default? Add them here and Janila will call and follow up.
Enter the access password to use the UCC Demand Generator.
Incorrect password.
🧾 Collections Report Tool
Complete the guided collections report and export it as a PDF for manager review.
Use this for Douglas, Admin1, Hamil, and UCC Filing.
Open the email thread, review each attachment or folder, and complete the report inside this tool. The tool itself contains the bilingual guidance and PDF export.
Collections Recovery · ESE & ICC
🎯 Recovery Center
Loading accounts...
🔧 One-Time Setup — Import 74 recovery accounts from CSV into Asana
This creates real Asana tasks in your Collections projects. Run only once.