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Your Dashboard

The dashboard gives you a real-time overview of your funding business. Every metric is designed to help you spot trends, take action, and grow your pipeline.

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Metrics at a Glance

Your dashboard shows four key numbers across your operation:
  • Total Applicants — Track your submission volume and spot trends over time. If this number is flat, it’s time to ramp up your sourcing.
  • Active Clients — See how many clients are currently moving through the funding pipeline. A healthy business keeps this number growing.
  • Total Funded — The total dollar amount funded across all your clients. This is your scoreboard — use it to measure ROI and set monthly goals.
  • Credit Reports — Number of reports pulled. Compare this to Total Applicants to make sure every submission is progressing.
If your Credit Reports count is significantly lower than your Total Applicants, some submissions may be stalled. Check the Applicants page for clients stuck in “New” status.

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Charts & Analytics

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Credit Reports Chart

Monitor your credit pull volume over time. A steady or increasing trend means your pipeline is healthy. If pulls drop off, review whether you’re submitting enough new clients.

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Decisions Donut

See your approval rate at a glance — approved, declined, and pending. If your approval rate drops below 60%, review your submission quality. You may be submitting clients with scores below the 620 threshold or missing key information.

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Score Distribution

Visualize the credit score range of your submissions. If most of your clients cluster below 680, consider pre-screening with a soft pull or qualifying questionnaire to improve your approval rate.

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Funding Status

A pipeline view showing how many clients are at each stage (submitted, in progress, approved, funded, etc.). If clients are piling up in “Plan Needed” or “In Progress,” that’s normal — but if “Additional Info Required” is high, you need to respond to processor requests faster.

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Deal Pipeline

A visual funnel of your funding deals from submission to completion. Use this to identify where drop-off happens. If many clients drop between “Approved” and “Funded,” follow up with your clients to make sure they’re completing lender requirements.

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Recent Activity

A table showing the latest actions on your account. Check this daily to stay on top of status changes, new approvals, and items that need your attention.
Don’t ignore “Additional Info Required” notifications. Every day you delay responding adds a day to your client’s funding timeline — and may push you past the 3-day SLA.

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Quick Actions

The Quick Actions bar at the top gives you one-click access to:
  • Submit a new client
  • View applicants
  • Pull a credit report
  • Check pending items

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Time Range

Use the time range selector to filter all dashboard data by period (7 days, 30 days, 90 days, custom range). Switch between time periods to compare performance and spot seasonal trends.
Set your default time range to 30 days for the best balance of recent activity and trend visibility. Use 7 days when you need to focus on this week’s pipeline.

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Frequently Asked Questions

Dashboard data updates in real time. When a client’s status changes or a new credit report is pulled, you’ll see it reflected immediately.
Use the Reports page for detailed exports. The dashboard is designed for at-a-glance monitoring, while Reports gives you downloadable breakdowns.
The dashboard respects the time range filter. If you’re viewing 7 days of data, it only counts activity from the last 7 days. The Applicants page shows all-time data by default.

Applicants

Dive into individual client details and statuses

Submit a Client

Add a new client to your pipeline

Checking Status

Understand what each status means and what to do

Credit Reports

View credit reports and score breakdowns