1 Percent Flip - Admin Dashboard

Total Loans

0

New Today

0

Under Review

0

Pipeline Volume

$0

Name	Loan Type	Amount	Property	Stage	Readiness	Date

Leads

Name	Email	Phone	Date Created	Action

Under Review

Name	Loan Type	Amount	Credit Score	Soft Pull Status	Stage	Action

Approved & Closed

Name	Loan Type	Amount	Stage	Close Date	Action

Loan Details

--

Calculating...

Soft Pull & Credit Info

Date of Birth

Mailing Address

Credit Score

Loan Stage

Quick Snapshot

Borrower

Loan Type

Loan Amount

Property Address

Email

Phone

Borrower Information

Full Name

Phone

Date of Birth

Mailing Address

Credit Score

Real Estate Experience (years)

Soft Pull Authorization

Entity Information

Entity Name

Entity Type

State of Formation

EIN

Residency Status

Entity Address

Entity City / State / Zip

Third-Party Contacts (Kiavi Required)

Title / Closing Agent

Company

Name

Phone

Email

Insurance Agent

Company

Name

Phone

Email

Inspection / Property Access

Name

Phone

Access Notes

Guarantors

Property Information

Property Address

City

State

ZIP Code

Property Type

As-Is Value

Purchase Price

After Repair Value (ARV)

Occupancy Intent

Deal Information

Loan Type

Loan Amount

Sale Type ★ Kiavi

Acquisition Status

Accepted Purchase Contract? ★ Kiavi

Contract End Date ★ Kiavi

Seller Concessions

Assignment Fee

Desired Close Date

Closing Document Signer ★ Kiavi

Loan Details

Loan Amount

Interest Rate (%)

Loan Term (months)

Origination Fee ($)

LTV/LTC (%)

Kiavi Loan ID

YSP & Fee Calculator

Pro Borrower Pricing

Kiavi Readiness

Readiness Score: 0%

Submission Status

Current Status: --

Kiavi Required Confirmations ★ All required before submission

AML/BSA Training Completed — I confirm that I have completed Kiavi's required AML/BSA training and compliance certification. Background Report Consent — Borrower(s) have authorized a background/criminal records check as required by Kiavi. Guarantor 25% / 180-Day Confirmation — All guarantors owning 25%+ of the entity are listed, and no guarantor has had a Kiavi loan in default within the last 180 days.

Submission Data

Kiavi Loan ID

Preferred Signing Date ★ Kiavi

Submission Notes

Stage History

Processor Notes

Activity Timeline

Borrower Messages

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Messages appear in real-time in the borrower's portal. Borrower will see your replies under the Messages tab.

Conditions

Property	Loan Type	Condition	Status	Created	Action

Document Templates

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Assign Template to a Specific Loan

Use this to require a specific document for a single loan (beyond the global templates).

Select Loan

Select Template

Or Custom Document Name

Instructions for Borrower

Signed Documents Pending Review

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Analytics

Analytics dashboard will display key metrics and charts.

Kiavi Rates

Loan Program	LTC	Rate	Points	YSP	Notes	Action

Settings

Change Password

Current Password

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Admin Portal

Leads

Under Review

Approved & Closed

Conditions

Document Templates

Analytics

Kiavi Rates

Settings