01 • DASHBOARD

See Your Whole Pipeline.

Meet your new Dashboard.
Referrals, active deals, stalled opportunities, wins, losses, and announcements — together at a glance.

Another new feature on the dashboard is the Announcements section. This is where you’ll find important updates, upcoming deadlines, system announcements, and other information we want to make sure you don’t miss.

02 • ACTIVITY

Stay Current Without Digging.

The Activity tab gives you a quick view of what’s happening with your active deals, including new referrals, stage updates, lost deals, and stalled deals.

Use the filters in the upper-right corner to quickly find the activity you’re looking for.

03 • REFERRALS

Know Exactly Where Each Deal Stands.

The Referrals tab now includes a clearer view of individual deal progress, showing each stage, its date, and whether it’s completed, current, or upcoming.

You can also filter Won Deals by quarter by entering the start and end dates in the upper-right corner.

04 • RESOURCES

Move From Update To Action.

We’ve expanded the Resources page with helpful tools, including the Concierge Invoice Generator, Collateral Request form, Stalled Deal Email Template, and Meeting Request option.