Jenny Cobas

Sign in to the CRM

New Client

Edit protected application details

Review the complete borrower and co-borrower application. Blank fields remain unchanged.

For security, saving requires a sign-in completed within the last five minutes and creates an audit event.

Import clients from CSV

Preview validation and duplicates before anything is saved.

Maximum 500 rows. Required columns: first_name, last_name, and either email or phone.

Edit application

Update the full contact, loan, professional, and notes record.