NFS Capital Click-through prototype · fictional data · simulated AI

Lead & Deal Development Portal

One place to capture every lead (web, broker, vendor, syndication), collect the customer's data and documents securely, get the end customer's signatures, and convert to a Salesforce Opportunity when the rep is ready.

Suggested 10-minute demo

  1. Customer: submit a quick inquiry, verify the emailed code, fill in the application, upload documents, and sign the NDA and credit authorization (try both signing options).
  2. Taylor: see the new web lead in Triage with the AI fit hint, and assign it to Craig.
  3. Craig: open the lead. Review the AI Summary (every line cites its source), the Documents tab (requests and folder tree), and mark a document "Needs re-upload".
  4. Customer: reopen the secure link. The re-upload request is waiting; upload it, and the AI summary updates.
  5. Craig: "New from package": drop a broker email/PDF package. AI extracts fields, files the documents and flags duplicates.
  6. Craig: Convert to Salesforce at any stage. Readiness only warns; the Dropbox folder and Opportunity fields are previewed.
  7. Broker: sign in to the partner portal. It shows only the status of their deals, never pricing.

Tip: open the customer page and the sales page in two windows side by side. Changes appear in the other window right away (shared browser storage).

Today vs. with the portal

Today

Leads sit in inboxes and personal Dropbox folders. Documents arrive by email in no order, reps paste them into ChatGPT or Claude, then re-type everything into Salesforce.

With the portal

Every lead is in one inbox. Customers upload what was asked for, into the right folder. AI checks and summarizes. One click creates the Opportunity and the Dropbox deal folder.