← Portal
Buy
Cell
Underwriting V4
← Back to Queue
▲ Orders
✎
← Prev
Next →
▼ Close Orders Portal
Customer Lookup
Search
Searches applications by approval ID, phone, or name
Underwriting Queue
Refresh
Results
Application — Stated Information
Verification Sources
Refresh
Plaid Bank Report
Pull Fresh Report
Photo ID
Uploaded Bank Statements
AI Bank Statement Analysis
Re-run Analysis
Income Verification — Stated vs Verified
Underwriting Decision
Decision
Approve
Modify Terms
Deny
Pending
Adjusted Approval Amount
Adjusted Down Payment
Adjusted Payment Amount
Payment Frequency
Keep Current
Weekly
Biweekly
Semimonthly
Monthly
Risk Level
Low
Medium
High
Verification Method
None
Plaid
Bank Statement
Both
Underwriting Notes
Save Decision
Decision Saved
New Search
Edit Decision
📄 Send Contract
💰 Request Payment
❌ Cancel & Refund
Payment Requests
Refresh
No requests
Notes
SMS Conversation
Refresh
Loading conversation...
⚡ Snippets
➤
Request Additional Payment
Amount ($) *
Reason *
Cancel
Create & Copy Link
Payment link created — send to customer:
Copy
Cancel & Refund Order
Total Charged
$0.00
Card
—
Payment ID
—
Refund Amount ($)
Fee kept:
$0.00
Full refund
Reason *
No payment found.
This will only update the order status — no refund will be processed.
Cancel
Process Refund