App
Admins can now download their account’s records and files from Settings → Export center: a full backup, spreadsheets to work with, or one slice, like every bank statement or every deal with its submissions.
- Start from a preset: full backup, deals with submissions, all bank statements, or commissions, then change anything.
- Excel or CSV, with money and dates as real numbers and dates. Files come as uploaded (never the watermarked copies sent to lenders), grouped by deal or by document type.
- Filter it: by date created, submitted or funded, rep, lender, stage or status.
- Built in the background: you get a notification when it’s ready, and it’s kept for 3 days. Neither the notification nor the email contains the file.
- SSNs stay masked unless you choose to include them in full; that export is marked and recorded.
- Every export is in the activity log: who started it, who downloaded it, and when.