Dashboard
Platform-wide compliance overview
Total Documents
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Valid
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⚠ Expiring ≤30 days
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🔴 Expired
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Active Clients
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Clients
Manage invited client accounts
All Documents
Every compliance document across all clients
📥 Generate CBSA Audit Package
My Documents
Your compliance documents
Total
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Valid
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Expiring Soon
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Expired
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Admin Management
Onboard new brokerage customers
Only Super Admins can see this page. Onboarding creates a new brokerage (tenant) with its own Trial subscription and invites its first admin — that admin will only see their own brokerage's clients and documents.
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Billing
Platform-wide plan & usage across every brokerage
Brokerages
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Total Clients
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Extractions Used (all brokerages)
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Settings
Account and platform settings
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