Dashboard
Welcome back, Super Admin
Total Leads
1,247
▲ +18% this month
Hot Leads 🔥
89
▲ +32% this week
Conversion Rate
12.5%
▲ +2.1%
New Today
23
▼ -3 vs yesterday
Articles
42
▲ +5 this month
Subscribers
5,247
▲ +312
Lead Traffic — Last 30 Days
Recent Hot Leads
| Score | Name | Loan | Status |
|---|---|---|---|
| 🔥 92 | John Smith | Mortgage $450k | New |
| 🔥 88 | Sarah Jones | Business $150k | Contacted |
| 🟠 75 | Mike Brown | Student $35k | Follow-up |
Recent Articles
| Title | Status | Views |
|---|---|---|
| Understanding MCA Rates | Live | 2,341 |
| First Time Homebuyer | Pending | — |
| SBA Loan Types | Draft | — |
Articles
The Financial Ledger content library
| Title | Author | Category | Date | Views | Status | Actions | |
|---|---|---|---|---|---|---|---|
| Understanding MCA Rates | JS John S. | Business | Apr 12 | 2,341 | Live | ||
| First Time Homebuyer Guide 2026 | SJ Sarah J. | Mortgage | Apr 10 | — | Pending | ||
| SBA Loan Types Explained | MB Mike B. | Business | Apr 8 | — | Draft | ||
| Payday Loan Alternatives | JS John S. | Personal | Apr 6 | 1,890 | Live | ||
| Student Loan Refinance Guide | SJ Sarah J. | Student | Apr 3 | 1,203 | Live |
Showing 5 of 42 articles
New Article
The Financial Ledger
Excerpt
Publication
MCA ×
business loans ×
Schedule
Featured Image
🖼️
Click to upload or drag & drop
PNG, JPG up to 5MB
SEO Settings
0/60
0/160
Pages
Manage all website pages
| Page Title | Status | Modified | SEO Score | Actions |
|---|---|---|---|---|
| Homepage | Live | Apr 12 | 98 | |
| About Us | Live | Apr 10 | 92 | |
| Contact Us | Live | Apr 8 | 88 | |
| Blog | Live | Apr 5 | 95 | |
| Privacy Policy | Live | Mar 15 | 81 |
Edit Page
Homepage
Page Settings
SEO
52/60
42/160
Social Preview
Code Editor
index.html
⚠️ Super Admin
<!DOCTYPE html>
<html lang="en">
<head>
<meta charset="UTF-8">
<title>Federal Business Program</title>
<!-- Styles go here -->
</head>
<body>
<!-- Hero Section -->
<section class="hero">
<h1>Fair and Transparent Loan Comparisons</h1>
<p>Serving the US and Canada</p>
<a href="contact.html" class="btn-primary">Contact a Loan Officer</a>
</section>
</body>
</html>
Authors
Manage content contributors
| Author | Articles | Role | Status | Actions | |
|---|---|---|---|---|---|
JS John Smith | [email protected] | 12 | Editor | Active | |
SJ Sarah Johnson | [email protected] | 8 | Author | Active | |
MB Mike Brown | [email protected] | 3 | Contributor | Pending |
All Leads
Lead Intelligence CRM
Total Leads
1,247
▲ +18%
Hot Leads 🔥
89
▲ +32%
Conversion
12.5%
▲ +2.1%
New Today
23
▼ -3
| Score | Name | Loan Type | Amount | Stage | Last Active | Actions | |
|---|---|---|---|---|---|---|---|
| 🔥 92 | John Smith | Mortgage | $450,000 | New Lead | 5 min ago | ||
| 🔥 88 | Sarah Jones | Business | $150,000 | Contacted | 2 hrs ago | ||
| 🟠 75 | Mike Brown | Student | $35,000 | Engaged | 1 day ago | ||
| 🟠 68 | Lisa Chen | Personal | $25,000 | Proposal | 3 days ago | ||
| 🔵 54 | David Park | Auto | $42,000 | Verbal Commit | 5 days ago |
Kanban Board
Drag leads between stages
CRM Settings
Custom fields, tags, and pipeline stages
Custom Fields
Loan AmountNumber
Credit Score RangeDropdown
Property ValueNumber
Annual IncomeNumber
Preferred TermText
Lead SourceDropdown
Lead Tags
Hot Lead ×
Follow Up ×
Mortgage Ready ×
High Value ×
Canada ×
Refinance ×
First Time Buyer ×
DNC ×
Pipeline Stages
John Smith
92
🔥
Intent Score — Hot Lead
Time on calculators12 min
Loan types viewed3
Return visits4
PDF downloads1
Form completed✓ Yes
Loan Details
Loan TypeMortgage
Amount$450,000
Property Value$550,000
Down Payment$100,000
Term30yr fixed
Timeframe60-90 days
Contact Info
Credit Score720-760
Annual Income$95,000
LocationChicago, IL 🇺🇸
Tags
Hot Lead ×
Mortgage Ready ×
High Value ×
Documents
📄
paystub_april2026.pdf
Apr 12 · 245 KB
📄
tax_return_2025.pdf
Apr 12 · 1.2 MB
📄
loan_offer_chase.pdf
Apr 10 · 398 KB
Activity Timeline
Completed mortgage calculator
5 min ago
Uploaded 3 documents
12 min ago
Viewed mortgage comparison page
25 min ago
Return visit (4th)
2 hrs ago
Newsletter
Email marketing hub
Total Subscribers
5,247
▲ +312
Active
4,892
93.2% rate
Campaigns Sent
18
▲ +3 this month
Avg Open Rate
34%
▲ +4%
Quick Stats — Last 30 Days
5,247
Subscribers
34.2%
Open Rate
8.7%
Click Rate
0.4%
Unsubscribe
Subscribers
5,247 total · 4,892 active
| Name | Source | Segments | Subscribed | Status | Actions | ||
|---|---|---|---|---|---|---|---|
| [email protected] | John Smith | Homepage | Mortgage | Apr 12 | Active | ||
| [email protected] | Sarah Jones | Blog | Business | Apr 10 | Active | ||
| [email protected] | Mike Brown | Calculator | Canada | Apr 8 | Unsub. |
Campaigns
Create and manage email campaigns
| Campaign | Recipients | Sent | Open Rate | Click Rate | Status | Actions |
|---|---|---|---|---|---|---|
| April Newsletter — Mortgage Rates | 5,247 | Apr 1 | 38.2% | 9.4% | Sent | |
| MCA Guide Announcement | 3,120 | Mar 22 | 31.8% | 7.2% | Sent | |
| May Newsletter — Draft | — | — | — | — | Draft |
Email Integrations
Connect your email marketing platform
🐒
Mailchimp Connected
📧
ConvertKit Not Connected
📬
SendGrid Not Connected
🦁
Klaviyo Not Connected
📮
ActiveCampaign Not Connected
🔵
HubSpot Not Connected
✉️
Brevo (Sendinblue) Not Connected
Sync Settings
Auto-sync new subscribers in real-time
Sync unsubscribe requests immediately
Sync custom fields (loan type, intent score)
Sync CRM lead data to email platform
Analytics
Traffic, leads, and SEO performance
Total Visitors
45,231
▲ +22%
Page Views
127k
▲ +18%
Bounce Rate
52%
▼ -4%
Avg Session
4:32
▲ +0:42
Traffic Overview
Top Pages
Homepage23,450
Mortgage Calc12,890
About Us8,940
Blog6,230
Top Loan Types
Mortgage45%
Personal22%
Business18%
Student15%
Lead Metrics
Form Views2,847
Submissions1,247
Conv. Rate12.5%
Avg Score68/100
SEO Rankings
"loan comparison"#3
CTR8.2%
"business loan"#5
"MCA rates"#2
Settings
System configuration and security
General
Security — 2FA
Your 2FA Status
EnabledRequire 2FA for all admin users
Log out inactive sessions
Backup Codes
XKQF9-MPV2
R7BN3-WCL8
HLPT5-JDM1
Y4KRX-BNF6
CZLT8-WPV3
MXPQ2-HJR7
IP Whitelist
Admin access only192.168.1.1
10.0.0.45
Session Management
Integrations Status
Google Analytics Connected
Cloudflare Active
Mailchimp Synced
ConvertKit Not Connected
Smart Dialer
Powered by Twilio — Connect your account to start calling
📞 Dial Pad
Enter number or select lead
Click to type or paste · Backspace to delete
Hot Leads — Call Queue
5 ready
T
Twilio
Not Connected
Advanced
Record all calls
Transcribe calls (AI)
Auto-log calls to CRM
📘 Quick Setup
- Create account at twilio.com
- Get Account SID & Auth Token
- Buy a phone number
- Enter credentials & connect
- Test with your own phone
Phone Dashboard
All connected numbers, activity status, and usage
Active Numbers
2
▲ Twilio connected
Calls Today
14
▲ +6 vs yesterday
Total Minutes
87
▲ +22 min
Monthly Cost
$127
▼ -12% vs last mo
T
Active
(716) 396-7474
Online — Ready
Active 47 days
Calls today14
Avg duration4:32
This month$127.42
T
Inactive
+1 (555) 800-0200
Offline — Not configured
Inactive 3 days
Calls today0
Last used3 days ago
This month$0.00
📱
Add Phone Number
Connect a new Twilio number
Agent Phone Status
Real-time · Updates every 30s
| Agent | Phone | Status | On Call | Today's Calls | Avg Duration | Days Active |
|---|---|---|---|---|---|---|
SA Super Admin | (716) 396-7474 | Online | — | 14 | 4:32 | 47 days |
JS John Smith | — | Offline | — | 0 | — | — |
SJ Sarah Johnson | — | Offline | — | 0 | — | — |
Call History
All calls made through the dialer
Total Calls
847
▲ +23%
Avg Duration
4:32
▲ +0:45
Connect Rate
68%
▲ +5%
Cost This Month
$127
▼ -12%
| Time | Contact | Number | Direction | Duration | Status | Recording | Cost |
|---|---|---|---|---|---|---|---|
| Apr 12, 2:32 PM | John Smith | +1 (555) 234-5678 | ↗ Outbound | 4:23 | Connected | $0.0135 | |
| Apr 12, 11:15 AM | Sarah Jones | +1 (555) 876-5432 | ↗ Outbound | — | Missed | — | $0.00 |
| Apr 11, 4:45 PM | Unknown | +1 (716) 555-0012 | ↙ Inbound | 1:12 | Connected | $0.0042 | |
| Apr 11, 2:10 PM | Mike Brown | +1 (555) 345-6789 | ↗ Outbound | 6:55 | Connected | $0.0210 |
Role Management
User access control and permission matrix
Users
| User | Role | Status | Actions |
|---|---|---|---|
SA Super Admin | Super Admin | Active | |
JS John Smith | Marketing | Active | |
SJ Sarah Johnson | Sales | Active | |
MB Mike Brown | Billing | Pending |
Permission Matrix
| Section | Admin | Marketing | Sales | Billing | User |
|---|---|---|---|---|---|
| Dashboard | |||||
| Articles (Edit) | |||||
| Pages (Edit) | |||||
| CRM (View) | |||||
| CRM (Edit/Delete) | |||||
| 📞 Dialer | |||||
| Newsletter | |||||
| Analytics | |||||
| Settings | |||||
| Role Management |