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Overview

Upon login, partners are greeted with a metrics dashboard providing a real-time snapshot of your portfolio performance and commissions.

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Key Metric Cards

Total Leads

Cumulative count of all loan applications submitted through your partner account since activation.

Active Leads

Applications currently in progress — undergoing lender routing, credit checks, KYC, or verification workflows.

Sanctioned Leads

Approved applications that have received bank payouts. Each sanctioned lead generates a commission entry.

Commissions Earned

Total payables across all statuses — Pending, Approved, and Paid combined.

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Understanding Your Pipeline

The dashboard gives you a funnel view of your lead activity: 
Total Leads
    └── Active Leads      ← still in process
    └── Sanctioned Leads  ← disbursed successfully
    └── Rejected / Abandoned ← did not convert
Use this to identify:
  • Conversion rate — what % of total leads reach SANCTIONED
  • Drop-off points — where leads are stalling (e.g., stuck at OFFERS_RECEIVED)
  • Commission pipeline — how much is pending vs. approved vs. paid
From the dashboard, you can quickly jump to:

Submit a New Lead

Capture a new customer loan application.

View All Leads

Filter and track all submitted applications.

Lender Offers

Review and select offers for leads in OFFERS_RECEIVED status.

Commissions

Track your pending and paid commission payouts.