Your Dashboard
The dashboard gives you a real-time overview of your funding business.Metrics at a Glance
Your dashboard shows key numbers across your operation:- Total Applicants - How many clients you’ve submitted
- Active Clients - Clients currently in the funding pipeline
- Total Funded - Dollar amount funded across all clients
- Credit Reports - Number of reports pulled
Charts & Analytics
Credit Reports Chart
Shows the volume of credit reports pulled over time. Use this to track submission pace.Decisions Donut
Breakdown of funding decisions: approved, declined, pending. At a glance, see your approval rate.Score Distribution
Histogram of your clients’ credit scores. Helps you understand the quality of submissions coming through.Funding Status
Pipeline view showing how many clients are at each stage (submitted, in progress, approved, funded, etc.)Deal Pipeline
Visual funnel of your funding deals from submission to completion.Recent Activity
Table showing the latest actions on your account: new submissions, status changes, approvals, and more.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