Management dashboard
Live position across the firm
Pipeline funnel
Adviser performance
| Adviser | Cases | Pipeline | Expected fees |
|---|
Needs attention
Renewals maturing (90 days)
| Client | Date type | Date |
|---|
Clients
Single client record — identity first
| Ref | Name | Adviser | ID verified | Cases |
|---|
Cases
| Type | Provider | Value | Fee expected | Stage |
|---|
Case pipeline
Mortgage & protection — enquiry to completion
Document Analyser
Credit file · payslips · bank data → evidenced affordability. Decision-support only — adviser & underwriter review required.
Credit file (Check My File)
Payslips
Bank transactions (CSV — StreemConnect API to follow)
Affordability summary
L&G Ignite criteria sheet (manual keying)
Commissions & fees
Proc fees, broker fees, protection commission, referral fees
| Client / case | Type | Provider | Adviser | Expected | Status | Due |
|---|
Routing & referrals
Cases handed to owning systems — referred out, managed elsewhere
| Client | Target | External ref | Status | Date |
|---|