Site Prep Loan Portal

Loading your portal…

0 selected

Loan Pipeline

Active loans by delivery date — updated automatically from the lending desk.

Entry

Estimate → Invoice

Drag & drop the Estimate, Proposal or Agreement PDF here, or choose a file

Status

Emails Sent to Customer

Notes

Payment Schedule

Lender

Name *

Name is required

Product to purchase

Sales Rep

Total Price

Total Price must be formatted as $#,###.##

Loan Amount

Loan Amount must be formatted as $#,###.##

(Your best guess)

Application Date

Expiration Date

Auto = application date + 180 days (edit to override)

Delivery Date

Email must be formatted as name@address.xyz

Phone

Delivery State

State the unit ships to (auto-filled from an uploaded estimate)