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Sandbar Fund
Rep Hub · Internal

Deal Operations Command Center

Everything you need to run a deal — intake, documents, pricing, packaging, and follow-up — in one place. Tiles open in a new tab.

Core Tools

Sandbar apps

Deal Dashboard

Active deals, owners, stages, missing docs, and what's next.

Internal

Pricing Calculator

Client-ready payment scenarios and financing cost — no internal numbers.

Client-safe

Email Template Picker

Pick the right client & lender email for every stage of the deal.

Internal

Client Front-Door

Generate a clean, client-facing doc checklist link for any deal.

Generates link

Intake & Client Portal

Cognito Forms

New Client Intake #22

Institutional Financing Form — start a new deal.

Cognito

Client Document Portal #15

Where clients upload documents (per-deal no-login links live here).

Cognito

Deal Qualification & Deep Dive

Confidential internal qualification — staff only.

Confidential

Supporting Forms

Templates · #8–#14

Storage & More

Drive · Coming soon

Google Drive — "2. All Deals"

Canonical document store. Every deal folder & subfolder tree.

Drive

Lender Submission Tracker

Submit packages and track lender responses. Coming soon.

Planned

Add a Tool

Reserved for the next Sandbar app. Coming soon.

Planned

Sandbar Fund — internal operations. This area is access-restricted to @sandbarfund.com. Public tools (Pricing Calculator, Client Front-Door) carry no internal or financial data and are safe to share with clients.