Upload documents received on WhatsApp
Select the file(s) exactly as received — they're saved straight into this customer's Drive folder, with no per-document labelling.
Follow-up — who has / hasn't updated
No portal needed — set each party's status yourself after speaking to them.
Full lead history
Lender pipeline (admin-assigned)
Banker claim history (from the leads pool)
Send to additional lenders
Assign to processing DSA
Danger zone
Add a DSA code for a banker