Agent Dashboard
Start Here
Your agent setup — 0 of 4 complete
2. Open your Getting Started pathYour step-by-step launch: training, tools, get paid, first 10 clients.
3. Complete Initial TrainingFinish Foundations to earn your Brighter Day Certified Agent credential.
4. Download your agent toolkitRecruiting toolkit, scripts, prospect tracker, business cards, and personality guide.
Wednesday, July 29
Welcome back, Agent
Here is exactly what needs you today.YOUR DAILY SUCCESS FLOW
Run this loop every day and no client ever stalls.
1Morning ReviewRun the AI audit — see who needs you and why.2Work the QueueOpen the Credit Center and clear today's dispute actions.3Letters OutGenerate, get sign-off, and mail from your wallet.4Follow-UpsLog responses and set the next touch for every client.5GrowSend one invite, share one book, book one call.
AI Audit All Clients
Know who to contact, why, and what to send
The system reviews client class, documents, credit items, public records, letters, goals, and engagement, then builds a concrete action queue.No clients on your roster yet. When clients join through your landing page, this queue tells you exactly who to contact, why, and what to send — starting with getting their IdentityIQ report imported.
Share your invite links →Clients by Plan Step
1. Intake & Profile Setup0
2. Document Upload0
3. Credit & Public Record Review0
4. Budget Review0
5. Action Plan0
6. Letters & Disputes0
7. Follow-Up Schedule0
8. Progress Review0
9. Education & Maintenance0
10. Referral & Support0
Today's Tasks
AI Client Positioning Audit
Sarah M. is a Established Class
Goal: move toward Growth Class. This is agent-only guidance until you decide what to send.Personal checking active; business account not opened.
Open business bank account after entity checklist.Scores are improving, but utilization and collections still limit leverage.
Lower utilization and complete dispute follow-up cycle.One primary income stream; side income not structured yet.
Choose one practical side-income path and track weekly actions.ID and proof of address uploaded; tax transcripts and statements still missing.
Upload last 2 bank statements and missing tax-year list.Mortgage-ready goal is realistic after credit, budget, and document cleanup.
Stay on the 90-day Better Day Plan and review progress weekly.Agent-only partner and next-step ideas
Banking setupRecommend opening a dedicated business bank account after the client confirms entity direction.
Side-income pathDiscuss a simple service/hustle stream that matches current skills before recommending any partner resource.
Tax catch-upIf missing years are confirmed, route to licensed tax-prep partner for catch-up filing support.
Business foundationIf client wants funding, send entity/EIN/business banking checklist first.
Partner suggestions should be shared only after the agent confirms fit, disclosure, and client consent.Brighter Day Tools
Open the full Tools hub →Tax Catch-Up Workflow
Agents organize the case; licensed tax partners file the return
Client onboarding already asks whether recent tax years were filed. Missing years become an extra-cost Tax Catch-Up service with clear legal boundaries.Client flags missing or uncertain filing years during onboarding.
Agent gathers W-2s, 1099s, ID, prior returns, transcripts, and statements.
Agent may charge for organization and partner coordination, not licensed tax advice.
Licensed preparer/CPA handles filing, signatures, and tax-specific advice.
Before You Help Others
Complete your own Brighter Day readiness path first
A new agent should understand the onboarding wizard, client dashboard, letters, resources, and compliance language before presenting the opportunity or advising a client. Complete orientation Review demo client Pass knowledge basics Use agent tools with guidance