Dashboard
Welcome back — Admin view · Live
Active Clients
—
No data yet
Open Cases
—
No data yet
Tasks Due
—
No data yet
9902 Readiness
—
No data yet
Compliance
—
No data yet
AI Agents
Model: Not configured
Case Intelligence
Summarizes cases, flags risks, and suggests next actions for counselors.
HUD Compliance
Monitors every case for 9902 gaps, missing demographics, and disclosure status.
Document Review
Auto-classifies uploads, verifies completeness, and flags missing items.
Client Outreach
Drafts follow-up messages, reminders, and escalation notices automatically.
Urgent Alerts
All clear
No urgent alerts. Add cases to see critical deadlines here.
Upcoming Deadlines
No upcoming deadlines
Court dates and foreclosure sale dates appear here once cases are entered.
Cases by Counselor
No counselors assigned
Caseload distribution appears here once staff and cases are added.
HUD 9902 Readiness
Counseling sessions logged—
Demographics collected—
Action plans completed—
Income verified—
Add clients to track 9902 completeness.
New Client Intake
HUD-compliant · Required fields marked with asterisk
Personal Information
Address & Location
Demographics — Required by HUD for 9902 Reporting
This information is required by HUD for federal reporting. It does not affect the services provided.
Financial Information
Service Request
Document Upload
Documents can be uploaded now or later from the client's case page. All uploads are encrypted and access-logged.
Drop files here or click to browse
PDF, JPG, PNG · Max 25 MB each · Stored in Supabase
Document checklist for this intake
Case Manager
All cases · Filter, search, and manage
| Case # | Client Name | Service | Status | Counselor | County | Critical Date | Last Activity |
|---|
My Caseload
Counselor view — your assigned cases and tasks
My Cases
—
No cases assigned
Emergency
—
Critical deadlines
Missing Docs
—
Awaiting client
Follow-Ups Due
—
This week
Urgent — Action Required
No urgent items
Critical cases appear here once clients are added.
Today's Tasks
No tasks today
Tasks are auto-created from case workflows and reminders.
Cases Missing Documents
All documents received
Clients with missing documents appear here automatically.
Upcoming Sessions
No sessions scheduled
Scheduled counseling sessions appear here.
Documents
Encrypted · Access-logged · Role-restricted
Total Files
—
Uploaded Today
—
Missing
—
Access Logs
—
Document Vault
No documents uploaded
Documents uploaded through client intakes and case pages appear here. Connect Supabase Storage to enable secure cloud document management.
Access Log
No access events
Every document view and download is logged here for compliance.
Document Checklist
Track required and optional documents per service type
Required Documents
0 / 0 collected
Supplemental Documents
0 / 0 collected
HUD Required Disclosures
Send Document Request to Client
Events & Outreach
Eventbrite sync · QR check-in · Auto case conversion
Upcoming Events
—
Total Registrants
—
Converted to Cases
—
Check-in Rate
—
Upcoming Events
No events scheduled
Create events or sync with Eventbrite to see registrants here.
Eventbrite Sync
Eventbrite not connected. Add your API key in Admin Settings to auto-import registrants.
QR Code Check-In
QR generates
per event
per event
Tasks & Reminders
Automated workflows · Escalations · Follow-up engine
My Tasks
Auto-syncingNo tasks yet
Tasks are auto-created from case workflows, or add them manually.
Automation Workflows
Action Plans
Build, assign, and track client action plans
Select Client
No action plan loaded
Select a client above or open a case from Case Manager and click "Create Action Plan".
HUD 9902 Report
Auto-populated from case data · Fiscal Year 2025
This report auto-populates as you add clients and log counseling sessions. No data has been entered yet.
Section A — Agency Information
Section B — Counseling Activity
Auto-populated from casesLine 100
Total Clients Served
—
Line 101
Pre-Purchase Counseling
—
Line 102
Foreclosure Prevention
—
Line 103
Rental Counseling
—
Line 104
Homeless Counseling
—
Line 105
HECM / Reverse Mortgage
—
Line 106
Financial Literacy
—
Line 107
Disaster Recovery
—
Section C — Demographics
Auto-populated from intake dataRace
Black / African American
—
White
—
Hispanic / Latino
—
Asian
—
Multi-racial / Other
—
Missing / Unknown
—
Income Brackets (AMI)
≤30% Extremely Low
—
31–50% Very Low
—
51–80% Low
—
81–100% Moderate
—
>100% AMI
—
Veterans Served
—
Section D — Outcomes
Foreclosures Prevented
—
Evictions Prevented
—
Action Plans Completed
—
Homebuyer Certificates
—
Compliance & Security
HIPAA-level privacy · HUD compliance · Audit trails
Compliance Score
—
No cases to evaluate
Open Issues
—
Critical Errors
—
MFA Enabled
—
Staff accounts
System Security Status
Role Permissions Matrix
| Role | Cases | Docs | Reports | Admin |
|---|---|---|---|---|
| Admin | All | All | All | Full |
| Supervisor | All | All | All | View |
| Counselor | Assigned | Assigned | Own | None |
| Intake Spec. | New only | Upload | None | None |
| Contractor | New only | None | None | None |
| Client | Own | Own upload | None | None |
Login History
No login events
Login history appears here once users authenticate.
HUD Compliance Checklist
Admin Settings
Users · Integrations · Agency configuration
Agency Settings
Integrations
Staff Users
| Name | Role | Status | MFA | |
|---|---|---|---|---|
| Admin User | Admin | Active | ✓ |
Add staff by clicking "+ Invite User" above. They'll receive an email to set their password and enable MFA.
Data Import
Import clients via Excel upload or connect your Gravity Flow webhook to auto-create cases.
Select a conversation
Choose a thread from the left, or start a new conversation with staff or a client.