Use your @thelendingfamily.com Google account (not a personal Gmail or another work email).
The Lending Family · Follow-Up Tool
Campaigns
Pipeline
Cold Call
Team
Sample data is loaded for the demo. Once hosted, this connects to each rep's real funded sheet and CRM.
Funded once · your leads
These merchants funded with us one time. The dots on the right show which touches are done. Click any lead to open it.
Funded more than once · your leads
These merchants funded with us two or more times. The dots on the right show which touches are done. Click any lead to open it.
Client decline · your leads
A separate campaign. Leads are listed in order. The dots on the right show which touches are done.
Statements in / in contact · your leads
Every lead marked "Got updated statements" or "In contact with merchant", from every campaign. Statements first — those are closest to funding.
Deals funded through this tool
Every deal recorded with "Record funded deal" on a lead. Pick a month above to see that month's production. Reps see their own deals; managers see the whole team's.
Follow Up / Interest · your leads
Merchants Mike has flagged as Follow Up / Interest in his CRM. Reach out using the same playbook as Client Decline.
TAC blast follow-up · your leads
These merchants responded to a TAC blast and were sent the 1-page application. The dots on the right show which of the 5 touches you've completed. Click any lead to open it.
Defaults · your leads
Merchants you've marked as defaulted. They've been pulled out of your normal lists. Open one and hit Restore to put it back.
Search every deal
Searches across every position at once: funded once, funded 2+, and client decline. Each result shows where it sits and how far its touches have gotten.
Team progress
Touched means at least one touch confirmed. The touch-point boxes show how many leads have reached each touch. When the shared tracking sheet is connected this reflects every rep on every device; press Refresh for the latest.
New deals entered in the CRMs
Every deal that landed in a rep's CRM after their initial load into this tool. The backend checks every hour and logs each deal once — no duplicates. Newest first. These leads are logged for visibility only; they are not added to any campaign.
UCC cold-call leads
Work these in order with Next, or hit Random lead to jump around. Log every dial with the one-tap call-result buttons on the lead card — the sections sort themselves: Spoke to merchant / app sent, Direct info — call back (secretary handed over the merchant's direct email or cell, you haven't reached him yet), Follow up — gatekeeper (general / info@ email only), Gatekeeper — no info, and No answer — retry. The first rep to save anything on a lead owns it — it leaves everyone else's queue, and everything saves back to the lead sheet.
Touch
Text message
Email — paste as a reply into the merchant's most recent thread
Edit message details — scenario, name, amount, date
Details
Scenario (set automatically from the merchant, or pick by hand)
Text message
Email — paste as a reply into the merchant's most recent thread
Text message
Email — paste as a reply into the merchant's most recent thread
Text message
Email — LOC ONLY version (use if their blast was line-of-credit only)
Email — LOC + TERM version (use if their blast included both)
Sequence rules — read once, then you know the drill
Sequence rules
Never say the word loan in a text. Use "term options" instead. Deliverability rule.
Never send the application link unprompted. Wait for the merchant to say YES, then send.
Always reply into the original email thread that has the application in it. Never a new email.
When pasting, use Ctrl+Shift+V (PC) or Cmd+Shift+V (Mac) to paste without formatting.
Lead status
Deal funded? Record it here
Record a funded deal
Notes & call log
Add a note before moving on — it's stamped and synced to the shared sheet.
Make this a priority?
Pinned deals jump to the top of your list with the note on the row. Only you see it.
Just brought this lead in?
Tells everyone (including future you) to hold off on outreach. Auto-clears after 7 days.
Defaulted on a deal?
Moves them off your outreach lists into the Defaults tab. Restore any time.
The Lending Family — internal use only. Reps see only the leads on their own funded sheet and CRM.