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

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Parked

Settlements — last 6 months

📅 Upcoming

📝 My notes

➕ New client

👥 All clients

📄 PDFs

📁 Doc tracker

📊 Pipeline

📣 Broadcast

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:

Pipeline

📣 Broadcast to clients

Send a branded email (e.g. seasonal greeting) with an optional image to a group of clients. Always preview and send yourself a test first.

Send to

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Start from a template (fills subject & message — edit freely after)

Subject line Image (optional — appears above your message) Message

Saved drafts (message, image & recipients — open and send in two clicks)

No saved drafts yet.

All clients

⬆ Import 📊 Add from Excel

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Submitted PDFs

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Document tracker

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New client link

Pipeline

📣 Broadcast to clients

All clients

Submitted PDFs

Document tracker

Send Follow-up Email

Client details

Add Past Client from Excel

Add to pipeline