BearCrest CRM

Version 2.3.141
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BearCrest CRMVersion 2.3.141

BEARCREST CRM VERSION 2.3.141

Business-purpose lending operations dashboard

TODAY

Good day, Joel

Your BearCrest business at a glance.

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PRIORITY

Needs Attention

PIPELINE

Recent Loans

QUICK TOOLS

Field Mode

Dashboard

Everything needing attention across your loan pipeline.

Pipeline Snapshot

Follow-Ups

Recent Loans

Recent Communication

Loan Pipeline

Search, filter, open, and move loans through the process.

Smart Sync ready

Loans

OrderLoan #Date ReceivedLast UpdatedBorrowerProgramPropertyStatusTotal Loan AmountLenderNext Follow-Up

Calendar

Follow-ups, closings, expirations, and custom loan events.

Follow-Up Closing Expiration Custom
SundayMondayTuesdayWednesdayThursdayFridaySaturday

Task Center

Manage borrower calls, documents, submissions, underwriting, and closing work.

Contacts

Borrowers, brokers, Realtors, title companies, insurance agents, attorneys, and lenders.

New contacts saved in your connected BearCrest Google Contacts appear here after you click “Import & Sort Google Contacts.” An email conversation alone does not create a Google Contact.

Document Library

Reusable templates and files you regularly send to borrowers and clients.

Active Loans

View and manage current BearCrest loan files. Closed, dead, and archived files stay out of this list.

All Active Loans

Loan #BorrowerProgramPropertyStatusTotal Loan AmountLenderNext Follow-Up

Dead & Deleted Loans

Dead loans remain in your CRM. Deleted loans stay here until you restore or permanently delete them.

Dead LoansClick to expand or collapse
Loan #BorrowerPropertyProgramActions

Deleted Loans

Your first Delete moves a loan here and retains its locally stored documents. Delete Permanently removes the CRM record and local documents. Files in Google Drive must be deleted separately in Drive. Export downloads the loan records without document files.

Loan #BorrowerPropertyDeletedActions

Communications

Email borrowers from BearCrest and keep the conversation attached to each loan.

Borrower / LoanSubjectStatusDate

BearCrest Deal Analyzer

Quickly screen a property by address, or load an existing application when you already have one.

OPTIONAL Load an existing application Skip this for a quick deal check.
1

Property & Deal

Start with the address. Everything else can be entered or corrected right here.

Current Condition & Rehab Status

Describe the property today. Completed rehab stays separate from future work and the loan request.

2

Market Tools

Quick outside checks without cluttering the underwriting screen.

ChatGPT Valuation & Lender SummarySelect a loan to save your research with its file.
Preliminary valuation
1 · Request in ChatGPT2 · Paste & review3 · Prepare lender package
Fills values stated in the answer. Review the range, date, and lender summary before sharing.
Click ARV Expert Comparison to open a prepared property and comp-analysis request. If ARV Expert opens with an empty input, paste the copied request with Ctrl+V.
Prepared request for this property
Includes this file's details, comp requirements, adjustments, and a supported value range. Updates when the property or loan program changes.
Advanced assumptions & ARV override
Enter the ARV shown by New Silver, then apply it if you want it used as the override.
Enter Kiavi's ARV to compare it with BearCrest or use it as the supported override.
Enter an address to start a quick deal check.

BearCrest Deal Matcher

Enter a deal once and compare it against your active lender guidelines.

Choose an existing CRM application or loan file.

Lenders

Manage BearCrest funding partners, official guidelines, and your internal lending intelligence.

Funding Partners & Lenders

Add lenders once, then use them in the Funding Partner dropdown on each loan.

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Lender Package Center

Build an editable lender-facing package, control what is included, and track every submission.

Package edits do not change the master loan file. Internal BearCrest notes are never included automatically.

User Management

Create employee access, assign roles, and deactivate accounts.

Coming Soon

Module ready for the next phase

The redesigned navigation is in place. This section can be expanded while the daily loan workflow remains fully operational.

Add Loan

Loan DocumentsSave or open this loan to view its documents.
No loan selected.
Residency Information
Program-Specific Application DetailsThese questions change automatically based on Loan Program and Transaction Type.
Enter loan amount, rent, rate, amortization, taxes, insurance, and HOA to see coverage.
Document Checklist
Client Document File

Upload documents received by email, text, or any other method. When Google Drive is connected, files are placed in this loan’s Drive folder; otherwise the CRM uses local browser storage.

Storage folder not selected
No lender approval has been applied to this file.
Save or open a loan to attach documents.
Borrower / Broker Notes 0

All comments and narrative answers entered anywhere on an application are collected here for internal review, with the original field name, author, and submission date.

No borrower or broker notes were submitted.
CRM Activity HistoryCollapsed
No CRM activity recorded yet.
Estimated Closing Costs

For a refinance, purchase price and down payment are $0. Enter refinance proceeds, existing payoff and any rehab holdback; historical purchase price belongs in Original Purchase Price.

Editable worksheet: BearCrest Points and Funding Partner Points stay separate inside the CRM. Choose how the borrower sees them on the PDF: Separate or Combined. Down Payment and every cost line remain editable before you print or download.

Estimated Closing Costs$0.00
Estimated Cash to Close$0.00
Required Reserves$0.00
Estimated Funds Required$0.00
Include on final PDF
Display choices do not change fees or totals. Edit points and dollar amounts above. Preview before downloading or preparing an email.
Notes History
No dated notes yet.
Generate:
Autosave ready

Create Lender Package / Submit to Lender
APPROVAL TERMS WORKSPACE

Import Lender Approval / Quote

1. Source Document

Upload a document, then review every extracted value.

2. Lender Options

Keep multiple options from the same lender together. Select the option the borrower chooses.

3. Shared Terms and Conditions

Nothing changes in the loan until you click Apply Selected Option. A new upload always creates a new permanent version.

Approval Version History

Earlier approvals are retained and can be viewed or reactivated.

BearCrest CRM Settings

Company & Document Branding

Automatic loan numbering is ON. Every new or imported application receives the next BCF number. Existing applications without a number can be backfilled oldest-to-newest without changing numbers already assigned.

Phone & Tablet Connection

Connect a new phone, tablet, or browser without typing the private CRM key on that device.

This browser: Checking secure connection…

Google Drive Connection

Paste the Google Apps Script Web App URL after deploying the included BearCrest_Cloud_Connector.gs file.

Paste the new /exec URL here and click Save Admin Settings. The CRM will remember it in this browser. No code editing is required.

Google Drive for Desktop Storage

No synchronized folder selected.

BearCrest ChatGPT Connection

Secure read-only access for the BearCrest external ChatGPT connection. The private API key stays in Apps Script Script Properties and is never displayed in the CRM.

Status: Not tested yet.

Application Intake Connection

Borrower application: All application buttons, emails, texts, copied links, and correction requests use the current BearCrest Loan Portal. The spreadsheet connection ID remains here only for importing application responses.

Smart Address Completion

This validates addresses entered inside the CRM. The BearCrest Loan Portal collects the full property address and the CRM can verify or correct it after import.

AI Assistant

Your AI can monitor new Gmail inbox messages and match them to CRM loans and contacts. Monitoring is read-only: it will not mark messages read or send replies automatically. The Speak button starts a live OpenAI Realtime conversation with natural speech, automatic turn detection, and interruption support. The voice is AI-generated.

Google Email

Gmail integration: Email is sent through the Google account that owns the Apps Script deployment, appears in that account’s Gmail Sent folder, and the CRM stores an Open in Gmail link when Google returns the sent thread. Google may request Gmail permission the first time this feature is used.

Phone & Desktop Sync

Save the CRM database to Google Drive so this phone app and the desktop CRM can share the same loans, contacts, tasks, calendar events, and settings.

Not synced yet

Login & Security

Use at least 10 characters. For a hosted version, this temporary browser login should be replaced with server-based authentication and optional two-step verification.

Most preferences are saved in this browser. A new phone, tablet, or browser can be authorized from an already-connected BearCrest device with a secure 5-minute device link. Company information automatically appears on generated documents. The loan prefix and next number control newly created loans. Google Form responses are read through the linked Google response spreadsheet. The BearCrest Loan Portal can also create applications directly in the CRM.

Email Borrower

New Task

New Calendar Event

New Contact

Upload to Document Library

Add User
LENDER SUBMISSION WORKSPACE

Build Lender Package

Review the deal, choose what goes out, preview it, and send.

1

Lender & Submission

Choose who receives this package.

2

What I'm Sending

Check the documents you want included with this lender submission.

3

Deal Information

Included fields you correct here will also update the CRM loan and application when you save or create the PDF. Unchecked fields stay unchanged.

4

Lender Notes

Only the first box is visible to the lender.

5

Saved Valuation

Choose the valuation information to include in this package.

View full saved research — internal reference

Create Your Private Password

This is the first login. Replace the temporary password before continuing.

Clone Loan

Create a new loan file from this application. The clone always receives a new BearCrest loan number.

The new loan starts with no documents. For a second property, leave Property & Transaction unchecked. If you choose a different program, property basics can carry over, but loan amounts, budget, value and exit strategy start blank.

Today's Follow-Ups
APPLICATION REVIEW

Request Missing Information

Check only the items you want completed or corrected. Missing items are selected automatically, but you stay in control.

Creating the link does not send an email. Review the draft and its To address before you send it.

No correction request created yet.
QUICK SHARE

BearCrest Loan Portal

Send the application to anyone. Choose how you want to share it, then select or enter the recipient on your phone.
FIELD MODE

Choose a loan

BearCrest AI

Your single AI teammate for conversations, loans, contacts, tasks, and communications.

BearCrest AITalk normally. You do not need special commands.
Email monitor ready
Live voice uses Realtime speech-to-speech.
Ready.