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Client Submission

Submit the client, upload the documents, trigger the workflow.

This page is prepared for GoHighLevel webhooks, secure uploads, contract/payment links, onboarding workflows, and partner attribution.

Individual Credit Review Request

For clients who are requesting help directly.

Request captured. Connect the GHL lead webhook in assets/config.js to send this live.

Loan Officer / Partner Referral

For mortgage lenders, realtors, and referral partners submitting someone else.

Referral captured. Connect the partner webhook in assets/config.js to send this live.

Credit Report / Document Upload

Prepared for reports, ID, proof of address, lender conditions, contracts, and support documents.

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Drop files here or tap to browse

PDF, JPG, PNG, DOCX. Connect secure upload endpoint before using with real client data.

Workflow Triggers To Connect

01
GoHighLevel contact createdSource, partner, and goal tags applied.
02
Contract / payment / onboardingSend agreement, payment link, and monitoring instructions.
03
Admin dashboard updateLennard sees new client, document status, and next task.