Admin – Rise & Shine Realty

Admin Portal

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Total clients

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Submitted

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Awaiting

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Docs uploaded

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Settled

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In progress

Settlements — last 6 months

📝 My notes

➕ New client

👥 All clients

📄 PDFs

📁 Doc tracker

📊 Pipeline

New client link

Client full name

Client email

Loan type

Personalised message ([Name] auto-replaced)

Required documents (tick what you need) Select all / None

✅ Link created and emailed to client!

Client's unique form link:

All clients

⬆ Import 📊 Add from Excel

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Submitted PDFs

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Document tracker

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Send Follow-up Email

Additional CC email (optional) Personal note (optional — added to the email) Additional documents to request (optional — one per line)

New client link

Pipeline

All clients

Submitted PDFs

Document tracker

Send Follow-up Email

Client details

Add Past Client from Excel

Add to pipeline