Lodgement Desk
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Lodgement Desk
v200
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Admin
Broker
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SM
Sam Murray
Overview
⌂
Dashboard
—
command centre
★
Priority Closes
0
morning meeting picks
🌡
Temperature
—
daily broker heat
🔔
Notifications
0
client accepts · stips · offers
Pipeline
◇
Leads
0
— new inbox
☎
Caller Flow
0
cold + lost · auto-dial
◆
BIG Opportunities
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10 per broker · daily top-up
↗
Asset finance
submit an application · new tab
◔
Waiting on Statements
0
— oldest
✉
Statements Received
0
submissions@axle-capital
◑
Ready to Lodge
0
— matched to client
●
Active Deals
0
— in market
◈
Live Offers
0
— approved
↓
Pricing
0
— price drops
★
Settlements
0
— funding
◐
Loans
0
— funded ledger
▥
KPIs
—
— monthly tracking
𝔪
Meta Ads
—
— campaign ROI
↗
Marketing dashboard
spend, leads, CPL, ROAS · new tab
↗
Creative Engine
UGC and graphics · new tab
▤
Lenders
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— by lender
≡
Clients
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— all-time ledger
⚘
Warmer
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— SMS re-engagement
⚖
Kill Reviews
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— pending approval
❒
Resources
0
training + cheat sheets
✎
Training
—
quiz + submissions
⌗
Reporting
—
conversion rates
◈
Reconciliation
—
$ owed vs received
⎇
Audit
—
broker day · deal lifecycle
✦
Intelligence
ask · forecast
+
Hiring
applicants · notes
▦
Heatmap
—
activity · funnel
↗
Sales tracking
what gets statements, calls and accepts
☎
Call analytics
—
calls → funded rate
◎
Coaching
—
AI-graded calls
Activity
✦
Axle AI
✕
Stale deals · who needs a chase?
Top lenders this month
My pipeline by stage
Funded this week
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Open the full chat for history + sources →
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Internal comments
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Lodgement Desk