🏠 Home

Overview

Your Home dashboard is the central hub of your client portal, providing a comprehensive overview of your financial status, applications, and account activity at a glance.

What You'll See

Funding Applications Summary

Total number of your funding applications

Status breakdown (pending, approved, rejected)

Recent application activity and updates

Bank Accounts Overview

Connected bank accounts

Total current balance across all accounts

Total available balance

Account health status and alerts

Business Information

Number of registered businesses

Business account connections

Quick access to manage your businesses

Credit Report Summary

Credit scores from major bureaus (Equifax, Experian, TransUnion)

Credit utilization percentage

Negative items requiring attention

Recent credit inquiries

Document Status

Number of uploaded documents

Document verification status

Alerts for missing required documents

Debt-to-Income (DTI) Ratio

Your calculated DTI percentage

Visual representation with color-coded indicators

Recommendations for improvement

Visual Features

Charts: Visual breakdown of your funding application statuses

Progress Bars: Credit utilization and document completion progress

Status Badges: Color-coded status indicators for quick reference

Alert Cards: Important notifications and action items

Quick Actions

From your dashboard, you can:

Apply for Funding - Start a new funding application

Schedule Consultation - Book an appointment with our support team

Link Bank Account - Connect additional bank accounts

View Premium Services - Check your Denefits contract status

Achievement Notifications

When you reach important milestones (such as funding approval), you'll see a congratulations message celebrating your achievement.

Premium Features

If you have premium client status, you'll see:

Denefits contract status and benefits

Access to educational courses and learning materials

Enhanced support options

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

From your dashboard, quickly navigate to:

My Funding - Manage funding applications

My Accounts - View bank accounts and transactions

My Business - Manage business entities

My Credit - View detailed credit reports

My Documents - Upload and manage documents

Letter Stream - Create credit dispute letters

My Learning - Access educational materials (premium)

Access Requirements

Must be logged in with client credentials

No additional requirements to view dashboard

Best Practices

Check your dashboard regularly for important updates

Address any alerts or missing documents promptly

Monitor your credit utilization and DTI ratio

Keep your connected accounts up to date

Overview#

What You'll See#

Funding Applications Summary#

Bank Accounts Overview#

Business Information#

Credit Report Summary#

Document Status#

Debt-to-Income (DTI) Ratio#

Visual Features#

Quick Actions#

Achievement Notifications#

Premium Features#

Responsive Design#

Navigation#

Access Requirements#

Best Practices#