Dashboard

Drag the handle on any card to arrange your dashboard. Your layout is saved to your login.

Issues by Advisor

Top Compliance Issues

    Advisor Scorecard

    Op Codes by Advisor

    Declined Services by Advisor

    Unresolved Flags Queue

    MPI Review Queue

    Physical MPI checkbox colors aren't read automatically — confirm each item below with one tap.

    Warranty Time Compliance

    Advisor Outreach

    Draft a daily heads-up to each advisor about their high-risk flags. Nothing is sent until you approve it, and messages appear in-app only. Advisors have three days to acknowledge (days off don't count).