Partner Command Center

Partner Dashboard

Monitor visible preparation profiles, alert activity, workflow movement, and operational signals from one lender-facing dashboard.

Read-only partner view Preparation intelligence No underwriting decisions

System Overview Loading dashboard data

Total Profiles -- Visible preparation profiles

Total Alerts -- Partner-visible alert signals

High Priority -- Needs closer review

Ready for Review -- Prepared profile packages

System Summary

Operational Portfolio Snapshot

A lender-facing overview of visible preparation activity, workflow movement, alert concentration, and package status.

Loading Reading partner-visible data

Portfolio Snapshot Visible profiles

-- Total profiles

-- Avg readiness

-- Avg confidence

Alert Snapshot Partner-visible signals

-- Total alerts

-- High priority

-- Profiles with alerts

Workflow Snapshot Partner workflow state

-- Invited profiles

-- Active

-- On hold

Verification Snapshot Package status

-- Ready packages

-- In review

-- Needs review

Partner Navigation

Command Launchpad

Jump into the operational partner views used to monitor visible profiles, workflow activity, package readiness, alerts, and portfolio-level preparation signals.

Open Visibility Queue

Queue Visibility Queue

Review member-consented profiles that meet partner visibility rules.

Open queue → Profile Profile Summary

View the lender-facing preparation summary for a selected profile.

Open profile → Analysis Readiness Detail

Review readiness and confidence context without decisioning.

Open detail → Package Verification

Check package readiness and document-status signals.

Open verification → Workflow Invites

Track preparation-to-application movement and invite activity.

Open tracker → Signals Alerts

Monitor partner-visible changes, review flags, and workflow signals.

Open alerts → Portfolio Insights

View trend, concentration, and preparation-pattern intelligence.

Open insights → Preferences Settings

Adjust dashboard display preferences without changing member data.

Open settings →

Alert Snapshot Recent Partner-Visible Signals Open

Alert Intelligence

Recent Alert Activity

Review the latest partner-visible signals from the centralized live-data engine.

Open Alerts Page

Total Alerts -- Partner-visible signals

High Priority -- Signals needing closer review

Categories -- Distinct alert groups

Recent Alerts Reading centralized alert data

Alert data will appear here when partner-visible signals are available.

Workflow Snapshot Invite + Review Movement Open

Workflow Intelligence

Partner Workflow Movement

Monitor invite activity, active profiles, hold status, and profiles ready for closer package review.

Open Invites Open Verification

Invited -- Invite activity

Not Invited -- Visible profiles

Active -- Not on hold

On Hold -- Paused / deferred

Ready-for-Review Profiles Reading centralized workflow data

Ready-for-review profile activity will appear here when available.

Profile Snapshot Readiness + Confidence Distribution Open

Portfolio Intelligence

Visible Profile Distribution

Review centralized readiness, confidence, and preparation-path distribution across partner-visible profiles.

Open Queue Profile Summary

Preparation Path Distribution Reading centralized partner engine

Preparation-path distribution will appear here once partner-visible profiles are available.

Dashboard Settings Display + Workflow Preferences Open

Partner Preferences

Dashboard Display Settings

Adjust partner-side display preferences. These settings do not change member data, readiness values, confidence values, visibility rules, or workflow logic.

Alert badge display Show alert count badge in the partner navigation. High-priority emphasis Visually emphasize high-priority alert signals where supported. Compact view Use tighter dashboard cards and reduced spacing where supported. Auto-refresh dashboard data Refresh partner-visible dashboard readings when live data updates. Partner note visibility Show partner note sections where supported in future workflow views. Workflow reminder visibility Show workflow reminder prompts where supported.

Default dashboard view Choose the preferred dashboard focus when returning to this page.

Live-data boundary: The partner dashboard reads centralized partner-visible data only. Display settings are local partner-view preferences and do not create approvals, denials, eligibility decisions, underwriting outcomes, or member-side score changes.

System Explanation Dashboard Role + Read-Only Boundaries Open

Platform Boundary

Dashboard Operating Boundary

This dashboard helps partners monitor preparation activity without changing member data or creating lending decisions.

01 Observational view

Summarizes partner-visible preparation data, alerts, workflow movement, and package readiness.

02 Read-only boundary

This dashboard does not modify member inputs, readiness values, confidence values, or profile data.

03 No decisioning

MyCreditUW does not approve, deny, preapprove, qualify, underwrite, or determine eligibility.

04 Operational awareness

Partner teams can identify preparation friction before application handoff while standard review still applies.

Important: MyCreditUW is preparation-focused and partner-safe. It is not an underwriting engine, approval system, denial system, credit repair tool, or eligibility recommendation system.

V2 Partner Dashboard