Recent leads
| Name | Source | Agent | Read? | Status | Date |
|---|
Snapshot
Lead sources
Commissions
Lead flow
Select a lead to view details
Lead notes, contact history, documents, and next steps will appear here.
Teams & Admins
Admin structure · click a team to drill in
Leads —
| Name | Source | Cost | Deal | Read? | Status | Agent | Date |
|---|
Team —
Manager highlighted · Click to open profile
HR Directory
Search, sort, and filter all personnel
| Person | Role | Branch | Comp type | Status | Hired | Actions |
|---|
Invoices
Commissions
Click any row for detail
| Agent | Client | Branch | Deal | Net comm. | Status | Pay date | Detail |
|---|
Documents
Collapsed by person · Click header to expand
Reports & Exports
Click any section to expand · Export CSV from any section
Platform settings
Manage fees, roles, permissions, and integrations
Lead sources & pricing
Document access defaults
Admin sees all documents
Managers see team documents
SSN / ID docs — Admin only
Monthly fees
These are the only fees that appear on invoices — each shows by name. Add, edit, or delete any fee; changes apply to new invoices immediately.
User Management
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| User | Role | Branch | Permissions | Status | Created | |
|---|---|---|---|---|---|---|
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Onboarding
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| Employee | Title | Start | Docs | Status | |
|---|---|---|---|---|---|
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AI Loan Desk
Manage loan files, AI analysis, missing documents, and next steps
| Borrower | Purpose | Amount | Product | LO | Processor | Status | Urgency | Source | Last Touch | AI Score / Fit | Date |
|---|---|---|---|---|---|---|---|---|---|---|---|
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New Loan File
Product Libraries
Admin — Loan Product Rules & Document Checklists
| Product Name | Type | Max LTV | Min FICO | Eligibility Rules | Status |
|---|
♛ Command Center
Personal workspace — visible only to you
COMPANY HEALTH SNAPSHOT
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Loan Files
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Pipeline Value
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AI Analyses (7d)
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Team Members
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Active Products
🎯 Personal Goals
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✅ Daily Tasks
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📝 Personal Notes
📊 Pipeline Breakdown by Status
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