🔔 Notifications
Mark all read
🔥 Hot Lead — James Rivera
Replied "Yes I'm interested" — sequence paused, awaiting follow-up call
2 min ago
🔥 Hot Lead — Amy Lewis
Replied "How fast can you fund?" — Steel & Sole Boots, Hopkinsville
44 min ago
✅ Deal Funded
Dave Chen — Crown HVAC — $45,000 advance approved and disbursed
31 min ago
📧 Campaign Update
TN Restaurant Outreach reached 62% — 2,604 messages sent today
1 hr ago
⚡ Automation Fired
90-Day Renewal Sweep completed — 620 past clients re-engaged
2 hr ago
📋 Task Due
Follow-up call for Liberty Tax Services — app link sent 4 hours ago
3 hr ago
All systems active
⚡ LIVE DEMO
🔔
SMS Sent Today
8,241
↑ 18% vs yesterday
click to expand ↓
Hot Leads
🔥
34
↑ 8 new this hour
click to view leads →
Emails Delivered
@
1,892
42% open rate
click to expand ↓
Funded This Month
$
$214k
6 deals closed
click to expand ↓
📱 SMS Breakdown — Today
Total Sent
8,241
across 3 active campaigns
Delivered
8,019
97.3% delivery rate
Replies Received
2,554
31% reply rate
Hot Keywords Flagged
34
reps notified instantly
Opt-Outs
112
auto-suppressed
Failed / Blocked
222
2.7% — retried via pool
TN Restaurants
4,200
KY Small Biz
2,800
Renewal Sweep
620
@ Email Sequence Breakdown — Today
Delivered
1,892
zero-reply merchants enrolled
Opened
833
44% open rate
Clicked
114
6% click-through
Replied
34
1.8% reply rate
Unsubscribed
18
0.9% — below industry avg
In Sequence
5,840
active drip contacts
💰 Funded Deals — May 2026
Total Funded
$214,000
6 deals closed this month
Avg Deal Size
$35,667
up from $28k last month
Platform ROI
11.7x
vs platform cost this month
Recent Funded Deals
Nashville Auto Group
Sam P. · Nashville, TN
$95,000View →
Crown HVAC Services
Dave Chen · Elizabethtown, KY
$45,000View →
Blue Ridge Brewing
Chris W. · Bowling Green, KY
$45,000View →
🔥
12 hot leads are waiting for a callback right now
Merchants replied with buying keywords — sequences paused, reps notified. Fastest closers call within 5 minutes.
Live Activity Feed
View all →
JR
James Rivera — Sunrise Grill, Nashville
"Yes I'm interested — what do you need from me?"
🔥 HOT2m ago
$40,000
Requested Amount
Day 1
Sequence Step
2m ago
Last Reply
MT
Mike Torres — Elite Auto, Franklin KY
Follow-up email sequence #2 delivered successfully
EMAIL8m ago
Email #2
Sequence Step
Opened
Email Status
Day 4
In Sequence
SB
Sara Bell — Bella's Boutique, Bowling Green
SMS Day 1 delivered — awaiting response
SMS12m ago
Day 1
Sequence Step
Delivered
SMS Status
$22,000
Requested
DC
Dave Chen — Crown HVAC, Elizabethtown
Deal FUNDED — $45,000 advance approved 🎉
FUNDED31m ago
AL
Amy Lewis — Steel & Sole Boots, Hopkinsville
"How fast can you fund? We need it ASAP"
🔥 HOT44m ago
$30,000
Requested Amount
Day 1
Sequence Step
44m ago
Last Reply
PW
Paul Wright — Fast Track Logistics, Clarksville
Day 3 follow-up SMS queued for 9:00 AM tomorrow
QUEUED1h ago
Day 3
Sequence Step
9:00 AM
Scheduled Send
$75,000
Requested
Conversion Funnel
Full Report →
Contacted
8,241
8,241 merchants sent an opening SMS today across 3 campaigns
100%
Replied
2,554
2,554 merchants replied to at least one message — 31% reply rate
31%
Interested
1,154
1,154 merchants expressed clear interest — hot keyword detected
14%
Applied
577
577 merchants clicked the application link and started the form
7%
Funded
206
206 deals funded this month — 2.5% close rate end-to-end
2.5%
Active Automations
Manage All →
New Lead → SMS (60s)
8,241 fired today
Hot Keyword → Rep Alert
34 triggers today
90-Day Renewal Blast
620 re-engaged this cycle
No Reply 72h → Email
1,892 enrolled today
New Lead
12
Sunrise Diner
Tom H. · Nashville, TN
$30,000SMS
Elite Auto Repair
Carlos M. · Franklin, KY
$50,000SMS
Southern Blooms
Lisa F. · Clarksville, TN
$18,000Queued
Replied
9
Fast Track Logistics
Dave R. · Bowling Green
$75,000🔥 Hot
Bella's Boutique
Maria S. · Hopkinsville
$22,000Follow-up 2
Docs Requested
7
Crown HVAC Services
James T. · Elizabethtown
$60,000Email Sent
Neon Nights Bar
Ryan K. · Nashville
$40,000Awaiting
Submitted
6
Maplewood Roofing
Brad L. · Franklin, KY
$85,000Under Review
Precision Dental
Dr. Kim · Murfreesboro
$120,000Offer Sent
Funded
4
Nashville Auto Group
Sam P. · Nashville
$95,000✓ Funded
Blue Ridge Brewing
Chris W. · Bowling Green
$45,000✓ Funded
12 merchants flagged as hot today
Live Detection On
BusinessOwnerTrigger PhraseChannelStatusAction
Sunrise Grill & Bar
Nashville, TN
James Rivera"Yes I'm interested"SMS🔥 Hot
Steel & Sole Boots
Hopkinsville, KY
Amy Lewis"How fast can you fund"SMS🔥 Hot
Green Valley Nursery
Elizabethtown, KY
Ron Patel"What's the minimum?"EMAILWarm
Liberty Tax Services
Clarksville, TN
Donna Hill"Send me the application"SMS🔥 Hot
Majestic Car Wash
Bowling Green, KY
Mark Singh"We need working capital"EMAIL🔥 Hot
Live Conversation — James Rivera
🔥 Hot Lead
JR
James Rivera
Sunrise Grill & Bar · Nashville, TN
Active
Hey James! This is Joseph with ByzLoan. We help small businesses like yours get $10k–$500k in working capital — often funded in 24 hours. Interested in a free quote? Reply YES 👍
ByzLoan (Auto) · 9:04 AM · Delivered ✓✓
Yes I'm interested, what do you need from me?
James · 9:31 AM
Awesome James! Just 3 quick things: ✅ 3 months bank statements ✅ Voided check ✅ 1-page application. I can send the link right now — works for you?
ByzLoan (Auto) · 9:31 AM · Delivered ✓✓
Yeah send it over
James · 9:34 AM
Perfect! Here's your secure link: byzloan.com/apply/james-r — Takes about 4 minutes. Once submitted, Joseph will call you within the hour 🚀
ByzLoan (Auto) · 9:34 AM · Delivered ✓✓
Active Campaigns
TN Restaurant Outreach
Live
4,200 merchants · 3-step sequence
2,604 / 4,200 sent62%
KY Small Business Blast
Live
2,800 merchants · 5-step sequence
868 / 2,800 sent31%
90-Day Renewal Sweep
Completed
620 past clients · 1-step blast
620 / 620 sent100% ✓
Email Preview — Follow-Up #2
Trigger: No SMS reply after 72 hrs
3-Step Drip Sequence
@
Email #1 — Introduction
Sent day 1 if no SMS reply
44%
open rate
@
Email #2 — Follow-Up ← Current
Sent day 4 · shown in preview
38%
open rate
@
Email #3 — Last Chance
Sent day 10 · urgency close
29%
open rate
Sequence Stats — 30 Days
44%
Avg Open Rate
6%
Click Rate
1.8%
Reply Rate
Cold Outreach → Close Flow
Active · 3,847 enrolled
SMS — Day 0 · Immediate
"Hey [FirstName]! Joseph here from ByzLoan. We help businesses like [BizName] get funded fast — $10k to $500k in as little as 24 hrs. Interested in a free quote? Reply YES 👍"
⏱ Fires within 60 seconds of lead entry
WAIT — Monitor for reply
System scans for buying keywords. If detected → pause sequence + notify rep instantly. If no reply → continue flow.
⏱ Wait 72 hours
@
EMAIL — Day 4
Subject: "Still looking for working capital, [FirstName]?" — Full follow-up with offer details and application link.
⏱ Delivered 10:00 AM in recipient's time zone
SMS — Day 7
"[FirstName], still have funding available for [BizName]. Quick 4-min application. Want the link? 🚀"
⏱ Sent 9 AM–5 PM local time only
@
EMAIL — Day 10 · Final Touch
Subject: "Closing your file, [FirstName] — last chance." After send, merchant removed from sequence and added to 90-day renewal list.
⏱ Final step · no further messages sent
Renewal Automation Flow
Active
SMS — 60 Days Post-Funding
"Hey [FirstName] — congrats on 60 days! Ready for your next round? Reply to check your offer 💰"
@
EMAIL — 90 Days
"[BizName] — Your Renewal Offer is Ready" — Pre-qualified amount based on payment history included.
📞
REP TASK — 120 Days
Auto task assigned to Joseph: "Call [FirstName] at [BizName] — renewal eligible, no response to SMS + email."
Flow Performance · 30 Days
31%
SMS Reply Rate
44%
Email Open Rate
2.5%
Funded Rate
38%
Renewal Rate
New Lead → Instant SMS (60 seconds)
When a new merchant is added via CSV, API, or manual entry — an SMS fires within 60 seconds. No rep action required.
8,241
Fired today
38s
Avg delay
🔥
Hot Keyword → Rep Alert + Sequence Pause
Scans every inbound SMS and email for 22 MCA buying signals. When matched, sequence pauses and Joseph gets a push + SMS instantly.
34
Triggers today
22
Keywords
@
No SMS Reply in 72 Hours → Email Drip
If a merchant doesn't respond within 72 hours, they're automatically enrolled in the 3-email drip sequence. Zero manual work.
1,892
Enrolled today
44%
Open rate
90-Day Post-Funding → Renewal Campaign
Exactly 90 days after a deal is marked funded, a renewal campaign fires automatically — re-engaging clients at peak time.
620
This cycle
38%
Renewal rate
🚫
STOP / UNSUBSCRIBE → Instant Opt-Out (A2P 10DLC)
Any STOP or UNSUBSCRIBE reply immediately removes the merchant from all active sequences and suppresses all future sends.
112
Opt-outs
Auto
Suppressed
📋
App Link Sent → Rep Follow-Up Task (4 hrs)
When an application link is sent, a task auto-creates for Joseph to call 4 hours later if no submission is recorded.
47
Tasks created
61%
Close rate
💰
Deal Funded → Thank-You SMS + Review Request
When a deal is marked funded, the merchant instantly receives a personalized thank-you SMS from Joseph with his direct line.
6
This month
4
Reviews
Total Messages
42.8k
↑ 23% this month
Avg Reply Rate
31%
↑ 4pts vs last month
Cost Per Lead
$
$1.82
↓ 14% vs email only
Platform ROI
11.7x
Based on $214k funded
Daily Send Volume — Last 14 Days
Hover bars for details
M
T
W
T
F
S
S
M
T
W
T
F
S
T
SMS Sent
Today (live)
Channel Performance Breakdown
SMS Outreach
31% reply
Email Drip
44% open · 6% click
Renewal SMS
38% re-engage
Rep Call (post hot-flag)
61% close
11.7x
ROI
$1.82
Per Lead
6
Deals Funded