Financing
Tools
Dashboard
Marketing Hub
Applications
Funding
Notifications
Account Settings
Support
Log out
Apex HVAC
Sarah Jenkins
Demo Environment
Dashboard
Marketing Hub
Applications
Funding
4
Recent Notifications
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.
Apex HVAC
Apex HVAC
Sarah Jenkins
Notifications
Account Settings
Support
Log out
Demo Environment
Support
System Alerts
Recent Activity
All
Applications
Funding
System
Archived
Filter
Approvals
Declines
Disbursements
Pending / Action Required
Unselect all
Select All
Reset all filters
Recent Notifications
Mark all as read
No archived notifications
Archived items will appear here.
Load More
Account Settings
Profile
Team Members
Bank Accounts
Notifications
Profile
Team Members
Bank Accounts
Notifications
Upload New
Remove Logo
Upload your company logo for co-branded marketing materials.
Company Name
Dealer ID
Primary Contact
Business Phone
Business Address
Save Changes
Manage Access
Invite Member
SJ
Sarah Jenkins
sarah.jenkins@apexhvac.com
Admin
DK
David Kim
david.kim@apexhvac.com
Member
Payout Methods
Business Checking
•••• 4321
Edit
Remove
+ Add New Bank Account
Alert Preferences
Application Approvals
Get notified when a customer's loan application is approved.
Application Declines
Get notified when a customer's loan application is declined.
Action Required (Stipulations)
Get notified when an application needs additional documentation or signatures.
Funding Disbursements
Receive an alert when funds are successfully released to your account.
System & Program Updates
Stay informed about new loan programs, rate changes, and platform updates.
