Member Dashboard • Financing Dashboard Pro v0.17.0

Financing Dashboard Pro

The Financing Business Operating System. Manage financing deals, lender research, documents, marketing, communications, calculations, tasks, contacts, training, and AI workflows from one operating dashboard.

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Contacts0
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Active Deals0
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Saved Records57
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Workspace

Core Operating Centers

Launch the operating center needed for the next financing action.

Connected Workflow

Active Deal Workspace

Select a deal, then launch the next action without re-entering the transaction.

No active deal selected Deal records will appear here after the Deal Command Center workflow is connected.
Activity

Recent Platform Actions

WordPress foundation installedAdmin console, member access, settings, and database tables are active.
Ready
v1.36 interface restoredApproved icons, spacing, colors, typography, and navigation are now used.
v0.2
Pipeline

Recent Deals

No financing deals yet The production deal intake and pipeline will populate this panel.
Foundation Status

Installation Progress

Approved interfaceMatched to the browser prototype design.
Complete
WordPress data layerCore tables and member access are active.
Active
Operational workflowsCRM, deals, research, documents, AI, and messaging are the next development phase.
Next
Core Operating Center

Lender Research

Search, organize, and compare financing sources.

Read-only lender research Search and matching are available. Sign in with an authorized WordPress account to add, edit, or delete records.
Segmented Search

Business and Real Estate Lender Search

Choose a search mode, then refine the lender category, financing type, property type, territory, state, and keyword.

0 records

Business Lender Search

Search business acquisition, SBA, working capital, equipment, expansion, and business refinance sources.

Real Estate Lender Search

Search acquisition, refinance, construction, bridge, and rehab lenders by property type.

Deal Match

Match Lenders to a Financing Request

Use an active deal when available, or enter manual criteria to rank internal lender records.

Enter financing criteria and run a match.
Lender Database

Active Lender Records

Lender Category Financing Types Use of Funds Property Types Minimum Maximum Territory Website Actions
External Research

Lender Databases and Marketplaces

Launch approved external lender-search resources and maintain the platform resource library.

Core Operating Center

Research Resources

Government, state, local, and industry resources.

External membership editing is active The membership system is protecting this page. Resource edits are stored as shared platform records.
Research Library

Official Resources and Public Databases

Search federal, state, county, local, tax, licensing, title, foreclosure, grant, property, and public-record resources.

0 resources
Search Results

Research Resource Library

State Access

Official State Portal

Open the official government portal for the selected state.

Business Registration

Secretary of State

Open the selected state’s official business-registration office.

Local Authority

Resolve City or County Site

Find a saved official city, county, assessor, court, or local-government resource.

Choose a state and enter a locality.
Core Operating Center

Document Creator

Create financing documents and reusable templates.

External membership editing is active Profiles, templates, and documents created through this protected page are stored as shared platform records.
Document Administration

Profiles, Documents, and Templates

Use the tabs below only when you need to create or maintain supporting records.

Reusable Profiles Create information once and reuse it in future documents.
Saved Financing Documents Open, duplicate, or delete previously generated documents.
0 documents
Merge Field Reference Click a merge field to copy it. Paste it into a template body.
Borrower
Company
Property
Deal
Broker
Document
Document Workflow Create professional financing documents in five steps
1Template 2Profiles 3Generate 4Edit 5Save / Print
Primary Workspace

Document Builder

Choose a template and profiles, generate the document, then edit and save it from one workspace.

Editable Document Preview

Choose a template and profiles, then generate a document.

Core Operating Center

Marketing Center

Campaigns, ads, tracking, and promotional workflows.

External membership editing is active Marketing records created through this protected page are stored as shared platform records.
Campaign Planner

Create or Update a Campaign

Campaign Library

Saved Campaigns

Content Studio

Create Marketing Content

Quick Templates
Content Library

Saved Marketing Content

Publishing Queue

Scheduled and Ready Content

Review publication dates, channels, campaign assignments, and content status.

Publish Date Content Campaign Channel Status Actions
Performance Entry

Record Campaign Results

Campaign Analytics

Performance Summary

Core Operating Center

Communications

Email, SMS, compliance, and provider connections.

External membership editing is active Communication records created through this protected page are stored as shared platform records.
Message Composer

Email and SMS Communications

Create a draft, send immediately, or schedule delivery.

0 characters
Delivery Status

Communication Readiness

Recent Communications
Template Editor

Reusable Email and SMS Templates

Available fields: {{recipient_name}} {{sender_name}} {{site_name}} {{site_url}}
Template Library

Saved Templates

Queue and History

Outbound Communication Records

Review drafts, queued messages, successful deliveries, and failures.

Title Channel Recipient Status Scheduled / Sent Provider Actions
SMS Configuration

SMS Provider Settings

Brevo is the primary SMS delivery integration. Twilio is available as a secondary provider and optional fallback, while credentials remain restricted.

Checking status…
Provider Status

SMS Readiness

Brevo requires:
  • Brevo API key from SMTP & API settings
  • An approved SMS sender name or number
  • Recipient numbers with country code
  • Documented recipient consent before sending marketing SMS
  • Marketing messages use the Brevo [STOP_CODE] placeholder for opt-out handling
Secondary Provider

Twilio

Twilio remains available as a secondary provider and may be selected as the fallback when Brevo delivery fails.

Secondary — Planned

Klaviyo

The Klaviyo SMS adapter is planned but is not enabled in this release.

Secondary — Planned

SimpleTexting

The SimpleTexting SMS adapter is planned but is not enabled in this release.

Restricted Credentials

Administrator Configuration Required

SMS provider credentials are protected.

A WordPress administrator or authorized Financing Dashboard manager must sign in and enter the Twilio credentials. Members can view provider readiness but cannot see or change private account credentials.

Active Provider Checking…
Connection Status Checking…
Core Operating Center

Task Center

Organize priorities, deadlines, and follow-up activity.

External membership editing is active Tasks created through this protected page are stored as shared platform records.
Task Editor

Create or Update a Task

Link actions to deals or campaigns and schedule an optional email reminder.

Contact and Reminder
Reminder delivery uses the WordPress mail system and WordPress scheduled events.
Immediate Attention

Today and Overdue

Workflow Board

Tasks by Status

Move tasks through the workflow using the status selector on each card.

Task Library

All Tasks

Task Priority Due Assigned Related Record Status Actions
Completed Work

Completion History

Core Operating Center

Deal Command Center

Track financing opportunities from intake to closing.

Read-only deal access Sign in with an authorized WordPress account to add, edit, move, or delete deal records.
Deal Intake

Create or Update a Financing Deal

Capture the borrower, financing request, property or business details, stage, probability, and closing target.

Editing is disabled for the current visitor.
Pipeline

Deal Stage Board

Review the pipeline by stage and move authorized deals to the next operating step.

Deal Records

Active Deal Database

Filter by keyword, category, stage, state, and status.

0 deals
Deal Borrower / Company Category Financing Type Amount Stage Probability Target Close Location Actions
Core Operating Center

CRM & Relationships

Manage borrowers, brokers, lenders, and partners.

External membership editing is active CRM records created through this protected page are stored as shared platform records.
Relationship Pipeline

Contacts by Stage

Immediate Attention

Follow-Ups Due

Recent Relationship Activity

Latest Calls, Messages, Meetings, and Notes

Contact Editor

Create or Update a Relationship

Relationship Directory

Contacts

Company Editor

Create or Update a Company

Company Directory

Organizations

Relationship Activity

Record a Call, Message, Meeting, or Note

Activity Timeline

Relationship History

Relationship Follow-Up

Create or Update a Follow-Up

Schedule the next action, assign responsibility, link related records, and configure an optional email reminder.

Reminder and Completion
Use this when completing the current follow-up and scheduling the next relationship action.
Follow-Up Manager

Upcoming, Due, and Completed Follow-Ups

Core Operating Center

Calculator Center

Financing equations, underwriting, and deal analysis.

External membership editing is active Saved calculations created through this protected page are stored as shared platform records.
Financing Analysis

Loan Payment & Amortization

Analysis Library

Saved Financing Analyses

Reopen a saved calculation, review its inputs and results, or continue the analysis in the calculator workspace.

Loan Schedule

Amortization Schedule

The schedule is generated by the Loan Payment or Balloon Balance calculator and may be exported with the analysis.

Payment Date Beginning Balance Payment Principal Interest Ending Balance
Core Operating Center

AI Studio

AI-assisted financing, marketing, and workflow tools.

External membership access is active AI requests are processed by the configured provider and saved as shared platform history.
Prompt Workspace

AI output should be reviewed before use. It is not a financing commitment, legal opinion, underwriting approval, or compliance determination.

AI History

Saved AI Outputs

Every successful generation is saved automatically for review, copying, document creation, and marketing reuse.

Provider Configuration

OpenAI API Settings

The API key is stored in WordPress and is never included in the member-facing JavaScript payload.

API credentials and system instructions are restricted to administrators and FDP Managers.

Core Operating Center

Academy

Courses, lessons, videos, and member training.

External membership access is active Course progress is linked to this browser unless your membership system is connected to a stable member identifier.
Training Library

Financing Academy

Open a course, work through the lessons, and track completed training.

Course Lesson

Choose a lesson from the curriculum

Learning Progress

Course Completion

Assessments

Quizzes and Question Management

Take quizzes, build assessments, manage questions, and review quiz settings from one organized workspace.

Select a quiz Available quizzes appear after course access is granted.
Credentials

My Certificates

Course Access

Enroll or Request Access