PREMIUM
Request workspace
Every request in your Inbox opens in a workspace of its own. The calculations you ran for that customer, the summaries and PDFs you sent, its status and your own notes stay in one place.
Updated: 4 November 2026
Calculate for this request
The loan type, amount and term come filled in from the request, and you enter the rate. The result is saved to the request's history. On a pool request you can also send that calculation to the customer as a message.
What was done on this request
Calculations, shares, PDFs, contacts and status changes are listed by date. When the customer calls a week later, this is where you see what you talked about.
My private notes
Notes are yours alone. They never go to the customer and stay out of shares and PDFs. Deleting the request deletes its notes.
Status
You mark each request New, Contacted or Closed. On a pool request the status is yours alone and does not change another banker's who took the same request. Sending the customer your first message sets it to Contacted.
Which requests
Requests from your link, from the pool and from your campaigns; in the app all three open from the Inbox. On the web portal the full workspace is there for requests from your link. For a pool request the portal shows the status, the contact log and the calculations, without notes.
Frequently asked
Can the customer see my notes?
No. Notes are yours alone and stay out of shares and PDFs.
Does the workspace cost anything?
The workspace comes with Bankacı Premium.
See also: Request pool · Loan request links · Send the result to the customer
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