We've designed an all new Broker Dashboard for you! Below are some of the new features we've included in the dashboard to help you quickly find the best buyers for your deals:
- View an account snapshot of your active deals, referred buyers, and commonly used actions
- View information about any onboarding steps you may have missed
- See a list of your open deals with quick access to manage them
- Understand how additional features and the Vequity Network can help you get more deals in front of more buyers
Announcing Our New Broker Dashboard
View an Account Snapshot
With your new account snapshot, you can see some quick stats about your account, along with some frequently used actions.
See the number of deals you currently have open, the number of Vequity buyers you have referred and connected with, edit your profile, view your deals, invite employees (admin users), and refer more buyers.
Work Through Onboarding Steps
Easily see if you have any unfinished onboarding steps and take action on them. Once everything is complete, this progress bar will go away.
You can click on this progress bar to view the list of steps you can take with more detail about how each of those steps can help you. We've also included a dynamic card on your dashboard to show you information about the next unfinished step.
Quick Access to Deal Details
One of the biggest features of this new Dashboard is the new Active Deal list. Use this list to quickly see a list of your open deals, number of invited buyers and buyers that have pursued the deal, and access to a few additional features that will help you match the right buyer to each of your deals.
View Additional Ways Vequity Can Help You
Your Dashboard is also a quick way to view any additional features we offer to help you grow your buyer network to find the best matched buyers for your deals.