Overview
Let customers upload proof, let reviewers request clarification, and preserve every payment-related decision trail.
Problem
Payment proof handling is messy when uploads, references, and reviewer feedback live in email threads or chats. Customers do not know whether proof is accepted, under review, or rejected.
Solution
HomeBridge manages proof uploads, proof states, clarification requests, reviewer actions, and final business confirmation states tied to the property relationship.
How it works
Customers can upload proof against a billing record or schedule item. Internal teams can mark it under review, request better reference details, ask for re-upload, accept, reject, or supersede the proof while preserving history in the timeline and customer view.
Who is this for
Expected outcomes
- Cleaner review of customer-submitted payment evidence
- Better customer understanding of proof and clarification status
- Full audit trail for every review outcome
Key metrics
Proof review turnaround time
96 hours
12 hours
Clarification resolution rate
40 %
90 %
Missing reference escalation count
25 count/month
5 count/month
Gallery
Downloads & templates
Case studies
MetroLot reduces payment-proof confusion
After moving proof review into HomeBridge, customers stopped chasing finance through disconnected channels.
Security impact
- Proof metadata, clarification history, confirmation status, linked file references · PII: customer and business contact information
Compliance
- GDPR
- SOC2
- Audit trail controls