Open follow-ups
| Due | Deal | Task | Assigned to | Created by |
|---|
Banks & bankers
| Bank | Banker | Phone | One-pager | Status |
|---|
Open any deal β Banks tab to check off which banks/bankers you sent the file to.
Add a new lender by one-pager
A new lender is created automatically β name, banker email, phone, and profile are extracted and saved
After the drop, the new lender's card opens so you can fine-tune the name and details. Replace or delete a one-pager anytime via each bank's Edit button.
π₯ Hot Deal Board
Network deals looking for the right lender. Think you can place one? Request access β you'll e-sign an NDA/non-circumvention and the full file unlocks instantly. Or request a call to talk it through first.
My deals
| Company | Amount | Stage | Advisor | Type | My commission (paid) | Payment status | Docs | Messages | Last update |
|---|
Click a deal to view details, documents, and message the Modavva team.
My bankers & lenders
π Lenders you add here are private to you β no other broker can see them. They feed into Modavva's lender matching so your deals get placed with your relationships first.
My branding
Upload your company logo. Client-facing pages on your deals β document upload links and e-sign agreements β will show your logo and company name as an affiliate of Modavva Capital.
Add a professional photo of yourself. It shows next to your name across the system and on your branded client pages.
My broker network
Sponsor brokers under you. They get their own portal under your brand, their deals flow up into Modavva Capital like yours do, and you see your whole network's production here.
π NDA / Non-Circumvention agreements
Send your universal Non-Disclosure & Non-Circumvention agreement to anyone β lenders, partners, referral sources. It's branded to your company as an affiliate of Modavva Capital, fully editable before you send (redline anything), signed electronically with a drawn signature, and stored here with an executed copy emailed to both sides.
Deal flow
β¬ Download CSVTime in stage
β¬ Download CSV (per-deal detail)| Stage | Files through stage | Avg days | Max days |
|---|
Daily EOD reports
β¬ Download CSV| Rep | Calls | Contracts | Outreach | Meetings | Summary | Submitted |
|---|
The full digest (including who didn't submit) is emailed to all admins automatically every evening after 5:30 PM ET.
| Name | Days worked | Total hours | Avg hrs/day | Punches | Breaks | Now |
|---|
Company payment package β W-9 & wiring instructions
Store Modavva Capital's W-9 and wiring instructions here, then send them to any private lender who pays us on deals β one click, tracked in the Email Log.
Individual member activity
β¬ Download CSV| Time ET | Deal | Action |
|---|
Team activity (last 30 days)
β¬ Download CSV| Name | Role | Logins | Active hours | Avg session (min) | Last active ET |
|---|
Active time = span between login and last action in each session. Sessions with no activity gaps count fully; long idle periods before signing out are included until the last click.
My end-of-day report
Due by 5:00 PM ET every workday. Your report goes to management in the nightly digest. You can update it any time before end of day.
Standard documents
Mandatory forms required on every deal. Open a form, fill it in, and print / save as PDF. Clients can also download blank copies directly from their secure upload link.
π Phone & Text
𧲠Landing Pages
Build hosted lead-capture pages for your ads and campaigns. Every submission drops a new lead into your pipeline and triggers your automations.
New landing page
π Academy
Your branded learning hub β sell mentorships and courses, build community, and reward engagement. Free and paid tiers; members earn points and level up as they learn and contribute.
New course
Lesson
π€ Automations
Automate the busywork β text and email new leads instantly, create follow-ups, notify reps, and move deals as they progress. Automations run automatically when their trigger happens.
Point your Facebook / Instagram or LinkedIn Lead Ads at this URL (via their native webhook, or Zapier / Make) to drop new leads straight into your pipeline. Every new lead triggers your "New lead" automations.
Example payload (POST JSON)
{
"name": "Jane Smith",
"email": "jane@acme.com",
"phone": "+15551234567",
"company": "Acme LLC",
"source": "Facebook Lead Ad",
"message": "Interested in a line of credit"
}New automation
Automation templates
One click adds a ready-to-run automation. You can edit it after.
π¬ Content Studio
Record professional branded videos for LinkedIn, Facebook, Instagram, and ads β everyone appears in the same elegant Modavva Capital office. Record, preview, download, post.
Tip: download and upload natively to each platform (native uploads outperform links). The file is .webm β LinkedIn, Facebook, Instagram (via desktop), and YouTube all accept it; if a platform complains, ask me and I'll add an MP4 converter.
π Add this video to a course
Turn your recording into a course lesson. Pick an existing course or create a new one.
π Company Calendar
Optional: also sync with your Google Calendar
New appointment
Day
π₯ Hot Deal Board
Deals we can't place internally, visible to every broker in the network β confidential upfront (no client names). Brokers who think they have the lender sign an auto-issued NDA/non-circumvention and instantly unlock the full file and documents.
π Modavva Capital knowledge base
Ask anything about how Modavva works β underwriting standards, the broker program, fees, process, tools. If the answer isn't in the knowledge base, it will say so and point you to Rodeny McGuire, President.
Browse the knowledge base
Anything you type here becomes part of the assistant's knowledge β policies, updates, FAQs. Team members' questions will be answered from it.
Email log
Sent = accepted by the mail server (with SMTP receipt & message ID). Delivered / Opened / Bounced = confirmation events from Brevo. Hover a status for the raw server response.
| Time ET | To | Subject | Deal | Sent | Delivery |
|---|
Invoices & recurring billing
| Date | Client | Description | Amount | Type | Via | Status | Deal |
|---|
Brokers & network members
| Name | Phone | Partnership model | Signed by | Agreement | W-9 | Status |
|---|
New brokers get an invite link to set their password. Assign a partnership model and they'll be asked to sign the agreement on their next visit.
Partnership models
| Model | Modavva | Broker | Status |
|---|
The standard partnership agreement automatically uses the assigned model's percentages. Deactivating a model hides it from the dropdown but doesn't affect brokers already on it.
π Network signup funnel (90 days)
| Source | Visits | Signups |
|---|
Tag your links to track campaigns: /join?src=linkedin, /join?src=email-blast, etc.
Contact info entered on the signup form (disclosed on the page). Follow up and win them back.
Team members
Tip: click a member's photo to upload or change it. Members and brokers can also set their own from Account.
| Name | Phone | Role | Corporate role (access level) | Commission % | Status |
|---|
Commission % is the rep's cut of Modavva's share of commission on deals they own. It appears in each deal's commission section.