Yoshi CRM 2.0

Cloud Edition — Live Sync

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👤United Capital
Deal Information
Financial Terms
Enter number of payments

Deal Pipeline

🔍

Select deals to export

Under 42% paid
42%–99% paid
100% paid off

🏠 Merchants Portal

Send portal invites and notify eligible merchants to renew.

📢
Renewal Eligible — Notify Merchants
Merchants at 42%+ get a congratulations email reminding them to log in and attach statements.
Click Refresh to load eligible merchants.
🗑️

Delete This Deal?

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This action cannot be undone.

✉ Send Portal Invite

Select a deal — a welcome email will be sent automatically to the merchant.

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🏠 United Capital Funding

Merchant Loan Dashboard

⚠ Please note this is only a 98-99% estimated balance. For your actual balance please contact your dedicated representative.

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