Total Clients
0
All active clients
Active Funding
0
Stage 7
Total Funded
$0
All time
Prereqs Blocked
0
None blocked
Pipeline Overview
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Pipeline Board
| Client Name | Stage | Credit | Business Type | Days | Docs | Action |
|---|
Current Stage
Stage Goal
Client Info
Upcoming Calls+ Schedule
Stage TasksAuto-generated for this stage
Document Checklist+ Request Doc
Prerequisites Blockers+ Add Blocker
Client NotesChat 1 / Chat 2 intelligence
Funding Journey
Credit Score
Pulled from Experian
Accounts Removed+ Add
Inquiries Removed+ Add
Current Stage
📋
Lead / Prospect
Next Step:
Credit Score
—
Documents
—
submitted
Days in Stage
—
so far
📋 My Checklist
🛡️ Credit Progress
💬 Recent Messages
Bureau Tracker
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PWG Intelligence
Business Pain Diagnostic
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Step 1 — Business Profile
Total Clients
0
All time
Currently Funded
0
In active funding
Successfully Funded
0
Closed sessions
Total $ Funded
$0
All time approvals
Avg Days to Fund
—
From contract to funded
Clients by Stage
Pipeline Health
Client Status Overview
Document Center
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Total Docs Received
0
Across all clients
Missing Docs
0
Need follow-up
Clients All Docs In
0
Fully collected
Document Status — All ClientsClick client to open profile
New Submissions
0
Awaiting review
Added to Pipeline
0
Moved to Stage 0
Declined
0
Not a fit
Total Referrals
0
Clients referred by others
Funded Referrals
0
Referrals that closed
Commissions Paid
$0
Paid out to referrers
Commissions Pending
$0
Owed to referrers
Referral LeaderboardRanked by funded referrals
PWG Hub
What's New
Platform updates, improvements, and new features.
Account
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Email Address
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Support
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Your Advisor
Troy Pinkney Jr.
Founder & CEO
Pinkney Wealth Group LLC
Troy Pinkney Jr. is a business funding consultant and wealth strategist on a mission to build financial freedom — for his clients and his family. Through Pinkney Wealth Group LLC, Troy guides entrepreneurs through a proven, done-for-you funding process that takes them from eligibility to funded capital, step by step.
Troy built PWG from faith, resilience, and an unshakable belief that access to capital should not be a privilege. His approach is personal and precise — he reviews every client’s profile directly, builds their funding strategy, and walks with them through every stage of the process.
His mission is bigger than business. It is about breaking cycles, building generational wealth, and proving that disciplined execution changes lives.
“Unstoppable Growth. Unbreakable Resolve.”
About
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PWG Hub
Version 1.0 — Pinkney Wealth Group LLC
👤 Admin Profile
Full Name
Title
Email
Phone
🏢 Business Info
Business Name
Shown throughout the hub and client portal
Business Phone
Website
Instagram Handle
Booking / Calendly Link
Used in client portal for scheduling calls
🖥️ Client Portal
Portal Welcome Message
First thing clients read when they log in
Client Messaging
Allow clients to message you through the portal
Show Referral Tab
Display Refer a Friend in client nav
Show Changelog to Clients
Let clients see the What's New page
📊 Pipeline
Blocked Stage Warning
Flag clients stuck in Prerequisites longer than this
Auto-Generate Tasks on Stage Move
Automatically assign stage tasks when a client advances
Default New Client State
Pre-fill state field when adding clients
Default Business Type
Pre-fill business type when adding clients
🤝 Referral Program
Referral Code Prefix
Prefix before client initials (e.g. PWG-MW001)
Referral Reward Description
Shown to clients on the Refer a Friend page
Referral Program Active
Show referral features to clients
📁 Documents
Bank Statement Expiry Warning
Flag bank statements older than this as stale
Default Slots Enabled
Which doc slots are ON for every new client
Max File Size
Per document upload limit
🎨 Display
Theme
Switch between light and dark mode
☀️
Light Mode
Date Format
How dates appear across the hub
Currency Display
How dollar amounts are shown
Compact Mode
Tighter spacing for larger client lists
🧠 Pain Diagnostic
AI Model
Sonnet is faster. Opus is deeper. Both use your API.
Auto-Save to Client
Prompt to save assessment after every diagnostic
🔔 Notifications
New Client Added
Alert when a new client is created
Stage Move
Alert when a client advances stages
Document Received
Alert when a client uploads a document
Task Due Today
Morning reminder for tasks due today
New Message
Alert on incoming client message
🔐 Security
Session Timeout
Auto-logout after inactivity
Change Password
Update your admin password
Login Email
Email you use to sign into PWG Hub
🔗 Integrations Active
Supabase
Real-time database, client storage & messaging
Resend
Welcome, reset, stage move & intake emails
JotForm
Contract webhook — auto-populates client on sign
⚡ Go Live
Current Mode
Demo mode loads fake clients for safe testing. Switching back to Live reloads real clients from Supabase — demo data never touches your database.
Clear All Data
Wipe all clients, messages, and submissions from Supabase. Cannot be undone.
Admin Activity Log
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📁 My Documents
Upload the documents Troy has requested. Accepted: PDF, DOC, JPG, PNG, HEIC — max 25MB per file.
No calls scheduled yet
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