Settings

Changes appear in the sidebar and on client reviews right away. Name, licence, phone and email go in the header of every client one-pager. To swap the “MG” monogram for your real logo file, just say the word.

Pick a colour for each strategy — cards, chips, and bars follow it everywhere, instantly. Flip a strategy off to hide it from Today and Opportunities (one, several, whatever helps you focus). The Pipeline always counts the whole book so your conversion numbers stay honest.

What each strategy typically pays you, in basis points on the funded amount (100 bps = 1%). Every "commission in play" figure — Opportunities, Pipeline, Team — uses these. Blank = the default 85 bps.

Add your team here first — everyone below then appears in the "Assigned to" drop-downs on the Clients page and the Pipeline work-list. Their share is the slice of commission they keep on files assigned to them; unassigned files stay with the house (you, 100%).

Each member's book, commission in play, and split lives on the Team page.

Everything you enter is stored privately in this browser. Reset returns every section to its sample data.