Overview#
Your Broker Home dashboard is the central hub of your broker portal, providing a comprehensive overview of your client portfolio, recent application activity, and business performance metrics at a glance.What You'll See#
Client Portfolio Summary#
Total number of clients in your portfolio
Active clients vs. inactive clients
New clients added this month
Client distribution by status
Application Activity#
Total applications submitted
Applications pending review
Recent application updates
Commission Overview#
Paid commissions this month
Commission breakdown by product
Recent Client Activity#
Latest client registrations
Recent funding applications
Status changes and updates
Client action items requiring attention
Average application processing time
Client satisfaction ratings
Monthly performance trends
Most popular funding products
Success rates by product type
Product recommendations based on trends
Visual Features#
Charts: Visual breakdown of your portfolio and application statuses
Progress Bars: Monthly goals and performance indicators
Status Badges: Color-coded status indicators for quick reference
Alert Cards: Important notifications and action items
Activity Feed: Real-time updates on client and application activity
Quick Actions#
From your dashboard, you can:Add New Client - Quickly onboard a new client to your portfolio
Submit Application - Start a new funding application for a client
View Products - Browse available funding products
Schedule Call - Book consultation with support team
Generate Report - Export client or commission reports
What's New#
Platform updates and features
Client Alerts#
Monitor important client notifications:Applications requiring attention
Document requests pending
Responsive Design#
The dashboard automatically adapts to your device:Desktop: Full grid layout with all metrics visible
Tablet: Adjusted layout for optimal viewing
Mobile: Card-based stacked layout for easy navigation
Navigation#
From your dashboard, quickly navigate to:My Clients - Manage your client portfolio
Client Funding Products - Browse funding solutions
Contact Us - Get support and assistance
Access Requirements#
Must be logged in with broker credentials
Active broker account status
No additional requirements to view dashboard
Best Practices#
Check your dashboard daily for important updates
Address client alerts and action items promptly
Monitor application statuses regularly
Review performance metrics to improve success rates
Keep client information current
Stay informed about new products and updates
Customization#
Personalize your dashboard:Rearrange widgets based on priority
Configure alert preferences
Select chart visualization types
Getting Help#
Click the help icon for quick tips
Visit Contact Us for support
Access training resources
Review product documentation
Schedule broker consultation
Modified at 2026-01-15 16:36:44
