NMA Partners

Deal Portal

Rep

Prepare for Submission 0

Company	Owner	Status	Phone	State	Rep	Received

Submitted 0

Company	State	Status	Revenue	Rep	Funders	Date

Offer Out 0

Company	State	Status	Offers	Rep	Date

Cold Offer 0

Company	State	Funder	Offer	Rep	Days Out

Funded 0

Company	Funder	Status	Amount	Rep	Revenue	Date

Declined 0

Company	State	Reason	Funders	Rep	Date

Not Interested 0

Company	State	Rep	Date

Company	ID	Status	Rep	Monthly Rev	Max Offer	Subs	Date

Deal	Funder	Status	Response	Submitted By	Date Submitted	Updated

Deal	Funder	Status	Amount	Rate	Term	Notes	Rep	Date

Deal	Funder	Status	Funded Amount	Rep	Monthly Rev	Date Funded

Select Funders 0

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BCCSelect funders on the left

Subject

📎 Attach bank statements or application

Select funders to send to

Funders

Desktop Notifications

Get a desktop alert whenever a new deal lands in your Prepare for Submission queue.

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Auto-Send Configuration

Google Apps Script URL

Once saved, Send Deal will fire emails directly from your Gmail with attachments included.

Manage Custom Stages (admin only)

Add custom dashboard sections to sort deals (e.g. "Follow Up Later"). These appear for everyone; only admins can add or remove them.