A guided tour of your broker portal — the stats, the tabs, and everything you can do here.
When you log in, you'll see the Broker Portal with a navigation sidebar on the left and the main content area on the right. The sidebar has five tabs plus a Log Out button at the bottom.
On mobile, the sidebar collapses into a top bar with a menu icon — tap it to switch between tabs.
Your portal opens on the Dashboard tab by default. This gives you a snapshot of your broker activity at a glance.
The Dashboard is your home screen. It shows four key stats at the top:
Below the stats, you'll see a progress bar showing your journey from Base Tier (0 members) to Premium Tier (10+ active members). When you reach 10 active members, you unlock the Premium Broker Tier with an increased commission rate.
At the bottom of the Dashboard tab, you'll see a table of your most recently enrolled members. Click View All Members to go to the full members list.
This tab shows all members enrolled under your broker code. You can search by name or member code, and filter by status (active, pending, cancelled). The table shows each member's code, name, program tier, monthly contribution, status, and join date.
For a detailed walkthrough, see the Tracking Members guide.
This tab shows your commission earnings in detail: a current month summary, per-member payment breakdowns, and your full monthly commission history with payout status.
For a detailed walkthrough, see the Commissions guide.
This tab is where you generate custom enrollment links to send to prospects. When someone enrolls using your link, they're automatically credited to your broker account.
For a detailed walkthrough, see the Enrollment Links guide.
This tab lets you update your contact information — name, email, phone, agency name, and address. Keep this up to date so we can reach you about your account and commission payments.
Use the Log Out button at the bottom of the sidebar when you're done, especially on shared computers.