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Apex HVAC
Sarah Jenkins
Demo Environment
Hi Sarah, welcome to
Apex HVAC Dashboard
4
Recent Notification
Funding Disbursed
2h
$14,250 for
Mason Reed
has been deposited.
Application Approved
5h
Olivia Collins
has been approved for Geothermal Upgrade Plus.
Action Required
1d
Missing signature on final loan docs for
Ethan Simmons
.
Program Update
2d
New 18-Month
Same-As-Cash
program is now available.
View all notifications
Funding Volume Overview
Last 12 Months
Last 30 Days
This Quarter
Year to Date
Last 12 Months
$9.3M
Total Funded Volume
+15%
Processing and Approved volume.
Total Applications
1050
Approved
820
Active Pipeline
$695k
Declined
230
Top Loan Programs
SolPower Lease & Loan
39%
Top share
Efficiency Fixed 5-12
27%
Second share
View all applications
View all applications
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SJ
Sarah Jenkins
sarah.jenkins@apexhvac.com
Admin
DK
David Kim
david.kim@apexhvac.com
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Payout Methods
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•••• 4321
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