video1.0<iframe src="https://www.loom.com/embed/9645214abbeb420b83c9a8df36493ade" frameborder="0" width="1904" height="1428" webkitallowfullscreen mozallowfullscreen allowfullscreen></iframe>14281904Loomhttps://www.loom.com14281904https://cdn.loom.com/sessions/thumbnails/9645214abbeb420b83c9a8df36493ade-f1eba4cfe9574c77.gif708.58This Loom introduces the Broker Dashboard for quickly monitoring business health across KPIs, team performance, pipeline, and deeds needing attention. It explains top filters for brokers and advanced filters by lender, judgment type, referral source, workflow, labels, and finance type, plus reporting periods like week to date, month to date, quarter to date, and financial year to date. Key widgets include KPI cards with drill downs against set value and performance targets, team scorecards using green on track, yellow at risk, and red off track, a pipeline by stage view with days in stage and coaching flags, and tabs for needs a little attention and awaiting on client based on configured day thresholds. Settings cover dashboard logic such as at risk thresholds, velocity measurement from lodgement to settlement, and configuring which stages trigger awaiting on client, along with broker monthly performance targets for judgment, approvals, and settlements.