News

New in Financing: Introducing 'My Customers': Your Complete Customer Tracking Hub

Simplify your home improvement financing workflow with our most requested feature - the new 'My Customers' dashboard. Track all your customer financing applications, contact information, and project details in one place.

George Pu

• 2 min read
SimpleDirect Financing now allows you to keep track of all your customers in one place
SimpleDirect Financing now allows you to see all your customers in one place

We're thrilled to announce a game-changing feature that our home improvement partners have been asking for – the new 'My Customers' dashboard!

Now you can track all your financing applications, customer details, and project statuses in one centralized location.

The Challenge We Solved

While our email and text notifications have been helpful, we heard your feedback: you needed a better way to manage multiple customers and their financing journeys. Today, we're delivering exactly that.

SimpleDirect Financing's 'My Customers' feature where you can see a list of your customers
SimpleDirect Financing's 'My Customers' feature where you can see a list of your customers

Introducing the New 'My Customers' Dashboard

Right from your SimpleDirect Financing dashboard, you'll find a powerful new tab that transforms how you track customer financing. Here's what you can do:

  • See all your customers' financing statuses at a glance – from application to funding
  • Access customer contact information instantly with just one click
  • View detailed customer profiles, including project locations and requested financing amounts
  • Track multiple applications effortlessly in a clean, organized interface
You can see the detailed view of your customers, including their address and borrowing amount, and current financing status
You can see the detailed view of your customers, including their address and borrowing amount, and current financing status

Everything You Need, One Click Away

No more digging through emails or searching for customer contacts. With the new green action button, you can instantly access:

  • Current project addresses
  • Financing application status
  • Customer phone numbers and email addresses
  • Requested financing amounts

Designed for Home Improvement Professionals

Whether you're managing kitchen renovations, roofing projects, or complete home remodels, the 'My Customers' dashboard helps you stay on top of every financing application. This means less time managing paperwork and more time growing your business.

Give SimpleDirect Financing a try if you want to utilize the full power of SimpleDirect Financing
Give SimpleDirect Financing a try if you want to utilize the full power of SimpleDirect Financing

Just the Beginning

This is just the first version of 'My Customers,' and we're already working on making it even better. Your feedback has driven this feature's development, and we're excited to continue enhancing it based on your needs.

The new 'My Customers' feature is available now to all SimpleDirect Financing partners. Simply log in to your dashboard to start using it today!

Ready to streamline your customer financing tracking? Log in now to explore the new 'My Customers' tab, and let us know what you think!

Want to learn more about how SimpleDirect Financing can help your home improvement business grow? Contact our team today.