First Choice Legal Funding — Internal Tools

Staff only. Loan data lives in Supabase behind Row-Level Security and requires sign-in.

Start here

START HERE — Intake Workflow
The five-step playbook: intake → underwrite → contract → letters → record.

Run a funding request

Loan Workflow
Main app — Deal, Underwriting, Contract and Letters against one shared deal record.
Law-Firm Funding Intake Form
Intake form sent to the requesting firm, or filled in while they are on the phone.
Underwriting Action Checklist
Standalone underwriting checklist.
Approval & Decline Letter Generator
Standalone decision letters.

Records

Loan Register
Shared register — reads and writes the same database as the staff portal. Requires the shared staff password; otherwise it falls back to this browser only.

Setup

Email Setup — Google Workspace + Cloudflare
One-time domain and email configuration checklist.
This site has no server-side login. Anyone with the URL can read these pages — only the loan data is protected, by Supabase Row-Level Security. The procedure manual and the blank contract template are deliberately excluded from the deploy (see .vercelignore). To gate the whole site, turn on Vercel Deployment Protection → Vercel Authentication.