Total Clients
12
↑ 2 this month
Active Funding
3
2 need attention
Total Funded
$247K
↑ $42K this quarter
Prereqs Blocked
4
Avg 34 days waiting
Pipeline Overview
Recent ActivityToday
Kevin Reeves submitted EIN letterDocument Collection · 2 hours ago
Patricia King — Phase 2 approved $12,500Active Funding · 4 hours ago
David Cruz denial — Chase Ink BusinessActive Funding · 6 hours ago · Review needed
Tasha Monroe signed contractContract Signed · Yesterday
Today's TasksTap to complete
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
Select a client to begin tracking
Choose an Active Funding client from the dropdown above to start a bureau tracking session.
PWG Intelligence
Business Pain Diagnostic
Answer the questions below to generate a full funding readiness assessment powered by AI. Takes 2 minutes.
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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
Top Referrer
—
Most referrals sent
Referral Rate
0%
Clients who came via referral
Referral TreeWho brought who in
All Client Referral Codes
PWG Hub
What's New
Platform updates, improvements, and new features.
Refer & Earn
Share Your Referral Code
Know someone who needs business funding? Send them your code. When they sign up and move forward, you get credit for the referral.
Your Referral Code
—
Your Referrals
👤 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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