Your team'sworkspace
Five screens hold what your team needs: an overview, a company list, a file for each company, every report, and the meetings SMEs ask for.
Assign an owner on a sampleSample Bank · Monday, 12 October 2026
Portfolio overview
Largest financing opportunities
Evaluated SMEs ranked by indicative financing range
| Company | Indicative range (MYR) | Eligibility | Top product | Case |
|---|---|---|---|---|
| Sample Packaging Sdn Bhd | 1.0M – 3.5M | EligibleScore 85/100 | Equipment financingFit 88/100 · +3 more | NewNo owner yet |
| Sample Foods Sdn Bhd | 421k – 1.4M | EligibleScore 72/100 | Working capital lineFit 82/100 · +2 more | In ReviewAisyah R. |
| Sample Logistics Sdn Bhd | 250k – 800k | ConditionalScore 64/100 | Trade financingFit 71/100 · +1 more | Awaiting InfoDaniel T. |
| Sample Print Works Sdn Bhd | 150k – 500k | ConditionalScore 58/100 | Working capital lineFit 63/100 | Not triagedNo owner yet |
Written for Decision-makers
Sample company, anonymised. Figures are illustrative; the rules are the product's.
Checked against the product source on 16 October 2026.
Think of it like this
Think of the account manager's desk after a good morning briefing. The pile is already sorted, the urgent folders are on top, and every folder says whose it is.
Only your bank's SMEs
MYR 31.2M
Verified revenue, for 6 of 10 SMEs
- Sample Packaging Sdn Bhd, MYR 14.5M
- Sample Logistics Sdn Bhd, MYR 6.8M
- Sample Foods Sdn Bhd, MYR 3.9M
- Sample Agro Enterprise, MYR 3.0M
- Sample Print Works Sdn Bhd, MYR 2.1M
- Sample Textiles Enterprise, MYR 0.9M
- Sample Cafe Enterprise, not verified yet
- Sample Engineering Sdn Bhd, not verified yet
- Sample Trading Sdn Bhd, not verified yet
- Sample Clinic Sdn Bhd, not verified yet
A total built from some SMEs never reads as all of them.
Overview · Companies · SPOT Reports · Appointments
Every place shows only the SMEs linked to your bank. Open any other and it says "Access Denied". The server checks the link on every request.
Where each SME stands
Two tracks. The system sets the first; your team sets the second.
Onboarding, set by the system
- Referred0
- Registered1
- Docs Pending1
- Docs In Review1
- Docs Verified2
SPOT Generated5
Review, set by your team
Starts from the 5 SPOT Generated SMEs
2 have no owner yet. A case can be Awaiting Info and still have no owner.
- New1
- In Review1
- Awaiting Info1
- Discussion0
- Approved0
- Rejected0
- On Hold1
- Not triaged1
Review starts once an SME has a SPOT report. Before that, its stage says where it is.
Work the queue yourself
Each count opens exactly the rows it counts. Both use one rule.
Sample Packaging Sdn Bhd
New
Sample Print Works Sdn Bhd
Not triaged
Sample only. Reload to reset. In the product, filters live in the page address, so a view can be shared.
One file per company
Sample Logistics Sdn Bhd
Ravi Menon
- Review status
- Discussion
- Assignee
- Daniel T.
- CRM record URL
- crm.example.com/record/48213
Three fields, nothing else. Your CRM stays your CRM.
Status updated just now
Every change is kept
- Status changedAwaiting Info → Discussion · just now
- CRM record URL added
- Status changedNew → Awaiting Info · 10 Oct 2026
- Assignee setDaniel T.
- Case createdNew
Any status can move to any other. Nothing moves on its own.
Overview · Documents · SPOT Reports · Modules.
Modules opens once there is a Full SPOT. Your team can upload documents too.
Reports and meetings
7 reports
5 Full SPOT, 2 Micro SPOT
- Eligible2
- Conditional2
- Not eligible1
- No verdict2
A Micro SPOT shows “Full SPOT only” where Modules would be.
Sample Foods Sdn Bhd asks about Working capital line
At a branch: Petaling Jaya
- Tue, 20 Oct 2026, morning
- Wed, 21 Oct 2026, afternoon
Nur Aina
“We would like to discuss a seasonal line before Hari Raya orders.”
Only requests from SMEs linked to your bank arrive. Open ones come first.
The workspace records what your team does. It never approves, declines, or messages the SME for you. Figures are indicative.
Follow one SME.
See how a referral becomes a report, a match and a meeting.
Continue to Trust and governance