Messages & CRM
Leads & contacts
| Name | Source | Stage | Note | ||
|---|---|---|---|---|---|
| Carlos Mendoza | carlos@example.com | Web form | New Lead | Asked about N-400 fee timing | |
| Aisha Khan | aisha@example.com | Partner referral | Application Started | Hasn't completed profile step | |
| Diego Salas | diego@example.com | Web form | Returning Borrower | Interested in N-600 next year |
Notification templates
Staff can edit email & SMS templates without vendor support.
- Welcome — account created
- Application submitted
- Approved — sign your agreement
- Payment reminder (7d / 3d / 1d)
- Late payment notice
- Adverse action notice