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Sign in to your Babsly workspace.
Private owner access · no charge until changed. Practice records only. Account-message instructions are loading.
Your access follows the selected workspace.
Workspace unavailable. Refresh to retry. Unconfirmed saves must be resolved before leaving.
Role Preview
Add
Search before adding a person to avoid duplicates.
Alert Timing
Human Review
Rates, qualification, complaints and borrower-sensitive messages require human review. Internal alerts do not authorize contact or confirm provider delivery.
Review Queue
More
Settings
Search
Disconnect Calendar?
Stop new calendar sync in this workspace and remove its saved Google credential. Your appointments and history stay in Babsly. Existing Google events and their reminders remain; a request already sent may finish. Private briefs and email settings are unchanged. Reconnect the same account to reconcile saved events.
Meeting details and recent notes, sent only to the responsible user 15 minutes before an appointment. Separate from attendee invitations and calendar reminders.
Recent Status
Shows up to 30 visible briefs. Provider acceptance and delivery reports do not prove inbox or device receipt.
Recorded assignment coverage
Controls state-based assignments and loan progression. Removing coverage may block engagement, milestone changes and loan handoffs on existing loans. Ownership and records stay unchanged. This does not verify licenses.Use two-letter codes separated by commas. Blank stops state-based assignments and loan progression for this account.
Synthetic control transfer within this workspace. Records, subscriptions and historical agreements stay intact. Connected payment accounts require separate verification.
The current Owner leaves this workspace after acceptance. Both accounts must sign in again; their remembered-device trust is revoked. Other workspace memberships stay intact. No messages or provider changes are sent.
Change the responsible account within your organization. Completed work, notes and appointment ownership stay unchanged.
Preview, then import.
Use only approved synthetic files. No contact permission, provider delivery or staff assignment is granted. DOB remains in the authorized profile and is excluded from birthday displays.
Owner Recovery
Rollback removes only this import's unchanged records. Later edits or activity prevent removal. Audit history and allowance usage remain. Fresh authenticator verification is required.
Confirm Recovery
Download your workspace's approved contact fields. DOB, birthdays, notes, credentials and documents are excluded.
Only the workspace Owner can export. Download requires fresh authenticator verification. Contact restrictions travel with email and phone fields; this file does not grant contact permission or transfer ownership. No data is deleted or sent externally.
Access covers authorized requests only. Verify your authenticator for restricted access. No CRM, billing or security permissions are granted.
Job Recovery
Only separately authorized checks are shown. Retries keep the original job and attempt limit. Verify your authenticator before each restricted recovery session.
Private request content is hidden. A retained reply needs renewed case access before its save can be confirmed.
Job Recovery
Authorize one configured operator for one original background check. Fresh authenticator verification is required. The test limit is 60 minutes. Retry limits stay unchanged; no payment, billing change or external message is submitted.
Requests are saved for your workspace Owner. No external message is sent.
Do not include passwords, authentication codes, full dates of birth, account numbers, or borrower documents. Privacy requests require an authorized review; saving a request does not disclose or delete data.
Request History
Support Access
Authorize one configured operator for this request only. The synthetic test limit is 60 minutes. Fresh authenticator verification is required. No CRM or account authority is granted.
Request history, newest page first. Other audit records remain restricted.
Cancel Request
Client records and audit history remain. No data is deleted or disclosed. No external message is sent.
If a save is unconfirmed, keep this tab open. Check Save checks whether your cancellation was saved. If it wasn’t, it blocks that attempt so it cannot be applied later. It does not submit another cancellation.
Communications
Recorded activity
Recording activity sends no messages. Provider statuses reflect stored reports.
Appointments
Meetings and reminders
Tasks
Tasks and history. Birthday reminders stay separate. Recorded assignee names may be historical and do not confirm current access.
Product
Sign-In Help
Your account
Account-message instructions will appear when this page finishes loading. Sending and delivery are not confirmed here.
Verify Email
Account-message instructions will appear when this page finishes loading. Sending and delivery are not confirmed here. Already have an account? Select Sign In to continue your saved setup.
Reset Password
Finish signing out this browser before signing in again.
Account-message instructions will appear when this page finishes loading. Sending and delivery are not confirmed here. Links expire within ten minutes. Never share passwords, links or recovery codes.
Secure your account
Security changes require fresh verification. A remembered private device can skip routine authenticator challenges while workspace policy and device trust remain valid.
Sign-in & security
Removing trust ends sessions authenticated by that device. Signing out alone does not forget it.
Sign-In Email
Verify your authenticator, then confirm both email addresses. Completing the change signs out every device; your workspace access stays the same.
Links expire after 10 minutes. A remembered device or recovery code does not replace fresh authenticator verification for this change.
Finish Email Change
Your new address was verified. Workspace access stays closed until this account update finishes. Verify your authenticator, then select Finish Change.
New Lead
Create a person, loan and internal follow-up together.
Appearance
Colors and display
Signup Tasks
Internal account follow-up only. Workspace activation and billing continue independently. No calls, messages or calendar invitations are sent here.
Individual pilot
$0 for 30 days from activation. No card and no automatic paid renewal.
Choose a test plan
How many contacts are included?
Up to 5,000 contacts per named user. For more capacity, contact Support through Help to discuss the available options before approving any changes or additional charges.
Billing access
Billing administrators can manage this subscription and invoices. Client records, staff and workspace security stay separate.
Your subscription
Change plan
Invoices
Subscription invoices from Stripe test mode. Amounts and credit notes do not establish processor fees, refunds, payouts or profit.
Today
Next Action Needed
Active people without an ordinary task for an active loan or person-only record. Future tasks and contact holds count; birthday reminders stay separate. Review the record before adding a task.Tasks
Next 10 actions. Birthday reminders stay separate.Appointments
Next 10 upcoming meetings.Birthdays
Next 10 annual reminders. No messages are sent.Pipeline
Reports
Loans created during the selected dates · Eastern Time.
Overdue Tasks
Open tasks for these loans. Birthday reminders stay separate.Source Results
Sources for the selected branch and account. Conversion uses closed loans; it does not establish historic attribution or referral fees.Calculation
Conversion is currently closed loans divided by all loans created in this range. This is a current snapshot, not historical stage movement.People
Open Work Calendar and Private Briefs to check setup. Provider and device delivery require separate confirmation. Appointment settings default to a 15-minute reminder; delivery needs a connected provider.
People
Search covers all people available to your role. Apply changes with Search.Contact Details
Recorded Referral Context
Linked referral relationships
Recorded contact activity may include attempts. Explicit links are recorded associations, not confirmed introductions. Manual name/email-only links remain unresolved and are not assigned to this partner.
Birthday Reminders
Annual, person-only tasks. Completing a reminder does not send a message or complete a loan follow-up.Loans
Tasks
Completed Tasks
Reopening restores the task. Recorded notes remain unchanged.
Staff seats
Join an existing workspace
Saved Agreements
Audit history