đđģââī¸ My Clients
Overview#
Your My Clients page provides comprehensive management tools for all clients in your portfolio. View detailed client information, track funding applications, monitor account activity, and manage relationships from a centralized dashboard.What You'll See#
Client Portfolio Overview#
Total number of clients in your portfolio
Active clients vs. inactive clients
Client distribution by status
Portfolio performance metrics
Client List#
Complete roster of all assigned clients
Client contact information
Account status indicators
Onboarding completion status
Associated funding applications
Application status summary
Client Details#
Full name and contact information
Email address and phone number
Business information (if applicable)
Funding application history
Current application status
Document submission status
Search and Filter#
Search by client name, email, or business name
Filter by account status (active, pending, inactive)
Filter by onboarding status
Filter by application status
Sort by name, date added, or last activity
View recently added clients
View clients requiring attention
Visual Features#
Status Badges: Color-coded indicators for quick status identification
Activity Timeline: Visual representation of client journey
Application Progress: Progress bars showing application completion
Document Status: Icons indicating document submission status
Quick Stats Cards: Key metrics for each client at a glance
Action Buttons: Quick access to common client management tasks
Actions You Can Take#
Client Management#
View Client Profile - Access full client details
View Applications - See all funding applications for a client
View Documents - Access submitted client documents
Add Notes - Document interactions and important information
Send Message - Communicate directly with clients
Update Status - Change client account status
Track Activity - Monitor client engagement
Application Support#
Start New Application - Help client begin funding application
Review Application - Check application progress
Request Documents - Notify client of missing documents
Track Approval Status - Monitor application in approval pipeline
View Recommendations - See suggested funding products
Reporting#
Export Client List - Download portfolio data
Generate Client Report - Create detailed client activity report
Track Performance - Review client acquisition metrics
Monitor Conversions - Track application-to-funding conversion rates
Client Status Indicators#
Account Status#
Active - Client is actively using the platform
Pending - Client registration pending completion
Inactive - No recent client activity
Onboarding - Client completing initial setup
Verified - Client identity and information verified
Application Status#
No Applications - Client hasn't started any applications
In Progress - Application partially completed
Submitted - Application under admin review
Approved - Funding approved
Rejected - Application not approved
Funded - Funding disbursed
Document Status#
Complete - All required documents submitted
Incomplete - Documents missing or pending
Under Review - Documents being verified
Rejected - Documents require resubmission
Client Details Page#
Clicking on a client reveals comprehensive information:Social security number (masked)
Business structure (LLC, Corp, etc.)
Financial Profile#
Credit score (if available)
Income verification status
Application History#
List of all funding applications
Funding amounts requested
Approval/rejection reasons
Funding disbursement dates
Documents#
Uploaded identification documents
Activity Log#
Search Functionality#
Quickly find clients using:Name search (first, last, or full name)
Advanced filters for complex queries
Filter Options#
Narrow your client list by:Status: Active, Pending, Inactive, Onboarding
Application Status: No Apps, In Progress, Submitted, Approved, Rejected, Funded
Date Added: Today, This Week, This Month, Custom Range
Last Activity: Last 7 days, Last 30 days, Last 90 days, Inactive
Onboarding: Complete, Incomplete
Document Status: Complete, Incomplete, Under Review
Sorting Options#
Organize your client list by:Date Added (Newest or Oldest)
Last Activity (Most Recent or Least Recent)
Application Count (Most or Fewest)
Funding Amount (Highest or Lowest)
Bulk Actions#
Perform actions on multiple clients:Assign tags or categories
Client Communication#
Message Center#
Send direct messages to clients
Track message delivery and read status
Schedule follow-up reminders
Notifications#
Client registration notifications
Application submission alerts
Document upload notifications
Reminder notifications for follow-ups
Application conversion rate
Average funding amount per client
Client satisfaction scores
Commission earnings per client
Commission Tracking#
Monitor earnings from your clients:Commission per application
Pending commission payments
Commission payment history
Commission rate structure
Client Onboarding#
Guide new clients through setup:Step-by-step progress tracking
Document upload requirements
Identity verification status
Bank account connection status
Initial application assistance
Best Practices#
Client Management#
Follow up on incomplete onboarding
Check for pending applications regularly
Respond to client messages promptly
Document all client interactions
Update client status as needed
Application Support#
Proactively reach out to clients
Help with application completion
Explain funding product options
Assist with document preparation
Set realistic expectations
Follow up on application outcomes
Relationship Building#
Provide personalized service
Educate clients on available products
Celebrate client successes
Request feedback and referrals
Data Management#
Keep client information current
Verify contact details regularly
Update notes after each interaction
Maintain accurate records
Protect client confidentiality
Follow data privacy policies
Access Requirements#
Must be logged in with broker credentials
Broker role permissions required
Active broker account status
Mobile Access#
Access your client portfolio on any device:Desktop: Full client management interface
Tablet: Optimized touch interface
Mobile: Essential client information and actions
Data Security#
Client information is protected by:Encrypted data transmission
Role-based access controls
Session timeout protections
Compliance with privacy regulations
Support#
Need help managing clients?Review training materials
Request technical assistance
Important Notes#
Client data refreshes automatically
Changes to client information are logged
Some client details may be restricted by privacy settings
Commission calculations update nightly
Export features available for reporting needs
Maintain professional communication standards
Follow platform policies for client interactions
Modified at 2026-01-15 17:45:40
