Legacy Funding Hub — Fundability Dashboard
Legacy Funding Hub

Legacy Funding Hub

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LEGACY FUNDING HUB
Fundability Dashboard
Advisor view · Legacy Funding Hub
Friday, June 19, 2026
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Fundability Dashboard

Every checkpoint a lender actually looks at — in one place, updated as documents come in.

Fundability Snapshot

0/100
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Avg. Monthly Revenue—
Time in Business—
Credit Profile—
Next Review—
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Edit File

Scoring Checkpoints

5 factors · weighted

Document Matrix

0/0 collected

Next Best Actions

prioritized

Eligible Funding Programs

auto-evaluated

Client Roster

Settings

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Sample client data shown for demonstration. Fundability scoring weights: Revenue Stability 25% · Banking History 20% · Credit Profile 20% · Document Readiness 20% · Time in Business 15%.