// Institutional CRM — Brokered deals: files ExpressFund shops to outside lenders.
// Tracks the broker pipeline (New File → Submitted → Offers In → Contracts Out → Funded / Dead)
// and every lender submission — offers, declines, stipulations — in one place.
const { fmt: bfmt, fmtK: bfmtK } = window.ICRM;
const BR_TONE = { 'New File': 'blue', 'Submitted': '', 'Offers In': 'amber', 'Contracts Out': 'navy', 'Funded': 'green', 'Dead': 'red' };
const SUB_TONE = { 'Offer Received': 'green', 'Submitted': 'blue', 'Declined': 'red' };
const BR_STAGES = ['New File', 'Submitted', 'Offers In', 'Contracts Out', 'Funded', 'Dead'];
function StipChip({ children }) {
return {children};
}
function FactRow({ k, v }) {
return (
{k}
{v}
);
}
function SubmissionCard({ s, top }) {
return (
{s.lender}
{s.status}
{top ? TOP OFFER : null}
{s.when}
{s.status === 'Offer Received' ? (
{[['Amount', bfmt(s.amount)], ['Factor', s.factor.toFixed(2)], ['Term', s.termDays + ' d · Daily'], ['Payment', bfmt(s.payment) + ' /d'], ['Upsell', s.upsell + ' pts']].map(([k, v]) => (
))}
) : null}
{s.status === 'Declined' ? (
No offer extended — see decline reasons below.
) : null}
{s.status === 'Submitted' ? (
In underwriting — awaiting lender response.
) : null}
{(s.stips && s.stips.length) || (s.reasons && s.reasons.length) ? (
{s.reasons ? 'Decline reasons' : 'Required stipulations'}
{(s.reasons || s.stips).map(x => {x})}
) :
}
);
}
function BrokeredDetail({ d, onAddSubmission }) {
const offers = d.submissions.filter(s => s.status === 'Offer Received').sort((a, b) => b.amount - a.amount);
const best = offers[0] || null;
const declines = d.submissions.filter(s => s.status === 'Declined');
const sorted = d.submissions.slice().sort((a, b) => (b.amount || 0) - (a.amount || 0));
return (
{d.repaid != null && renewalTier(d.repaid) ? (
Renewal eligible — outside advance {Math.round(d.repaid)}% complete{d.fundedBy ? ' with ' + d.fundedBy : ''}, crossed the {renewalTier(d.repaid)}% milestone. Re-shop the file.
) : null}
Team & economics
{d.fee != null ? : best ? : null}
{best ? (
MAX OFFER
{bfmt(best.amount)}
from {best.lender} · {best.when}
Factor · {best.factor.toFixed(2)}
Term · {best.termDays} d
Payment · {bfmt(best.payment)} / day
Upsell · {best.upsell} pts
) : (
No offers on the table yet{d.submissions.length ? ' — ' + d.submissions.length + ' lender' + (d.submissions.length > 1 ? 's' : '') + ' shopping the file' : ' — file has not been submitted'}.
)}
Total submissions
{d.submissions.length}
Across {d.submissions.length} lenders
Offers received
{offers.length}
{d.submissions.length ? Math.round(offers.length / d.submissions.length * 100) : 0}% conversion
Declines
{declines.length}
{d.submissions.length ? Math.round(declines.length / d.submissions.length * 100) : 0}% of file
Lender submissions · sorted by amount
{sorted.length ? sorted.map((s, i) => ) : No submissions yet — add the first lender above.
}
);
}
function AddSubmissionModal({ file, onClose, toast }) {
const [f, setF] = React.useState({ lender: '', status: 'Submitted', amount: '', factor: '1.30', termDays: '200', upsell: '6' });
const save = () => {
const sub = { lender: f.lender || 'Unnamed Lender', status: f.status, when: 'Just now' };
if (f.status === 'Offer Received') {
sub.amount = parseFloat(f.amount) || 0;
sub.factor = parseFloat(f.factor) || 1.3;
sub.termDays = parseInt(f.termDays) || 200;
sub.payment = sub.amount * sub.factor / sub.termDays;
sub.upsell = parseInt(f.upsell) || 0;
sub.stips = [];
}
if (f.status === 'Declined') sub.reasons = [];
file.submissions = [sub].concat(file.submissions);
file.activity = [{ when: 'Just now', who: 'You', kind: f.status === 'Offer Received' ? 'offer' : f.status === 'Declined' ? 'status' : 'doc', text: (f.status === 'Offer Received' ? 'Offer received · ' : f.status === 'Declined' ? 'Declined · ' : 'File submitted to ') + sub.lender, amount: sub.amount }].concat(file.activity);
toast('Submission logged · ' + sub.lender);
onClose();
};
return (
}>
setF({ ...f, lender: e.target.value })} />
{f.status === 'Offer Received' ?
setF({ ...f, amount: e.target.value.replace(/[^0-9]/g, '') })} />
setF({ ...f, factor: e.target.value })} />
setF({ ...f, termDays: e.target.value.replace(/[^0-9]/g, '') })} />
setF({ ...f, upsell: e.target.value.replace(/[^0-9]/g, '') })} />
: null}
);
}
function PgBrokered({ fileId, go, toast }) {
const { BROKERED } = window.ICRM;
const [q, setQ] = React.useState('');
const [stageF, setStageF] = React.useState('');
const [addFor, setAddFor] = React.useState(null);
const [, tick] = React.useState(0);
const bestOf = (d) => d.submissions.filter(s => s.status === 'Offer Received').sort((a, b) => b.amount - a.amount)[0] || null;
if (fileId) {
const d = BROKERED.find(x => x.id === fileId);
const best = d ? bestOf(d) : null;
return (
{addFor ? { setAddFor(null); tick(t => t + 1); }} /> : null}
go('Brokered')}
title={d ? d.biz : 'File not found'}
sub={d ? d.id + ' · ' + d.owner + ' · opened ' + d.created + ' · rep ' + d.rep : 'No file matches ' + fileId + '.'}
chips={d ? {d.stage} : null}
stats={d ? (
{bfmt(d.requested)}
Requested
{best ? bfmt(best.amount) : '—'}
Max offer
) : null}>
{d ? setAddFor(d)} /> : null}
);
}
const list = BROKERED.filter(d =>
(!stageF || d.stage === stageF) &&
(!q || (d.biz + d.owner + d.id).toLowerCase().includes(q.toLowerCase())));
const openFiles = BROKERED.filter(d => !['Funded', 'Dead'].includes(d.stage));
const offersIn = BROKERED.reduce((s, d) => s + d.submissions.filter(x => x.status === 'Offer Received').length, 0);
const feesEarned = BROKERED.reduce((s, d) => s + (d.fee || 0), 0);
return (
{addFor ?
{ setAddFor(null); tick(t => t + 1); }} /> : null}
Brokered deals
Open files
{openFiles.length}
Being shopped
Offers on the table
{offersIn}
Across all files
Funded via partners
{BROKERED.filter(d => d.stage === 'Funded').length}
This cycle
Broker fees earned
{bfmtK(feesEarned)}
On funded files
setQ(e.target.value)} />
| Business | Requested | Max offer | Subs | Offers | Stage | Rep |
|---|
{list.map(d => {
const best = bestOf(d);
return (
go('Brokered', d.id)}>
| {d.biz} {d.id} · {d.owner} |
{bfmt(d.requested)} |
{best ? bfmt(best.amount) : '—'} |
{d.submissions.length} |
{d.submissions.filter(s => s.status === 'Offer Received').length} |
{d.stage} |
{d.rep} |
);
})}
{list.map(d => {
const best = bestOf(d);
return (
go('Brokered', d.id)}>
{d.biz}
{best ? bfmt(best.amount) : bfmt(d.requested)}
{d.id} · {d.owner} · {d.submissions.length} submissions
{d.stage}
{d.rep}
Open file ›
);
})}