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Pre-Approval Support

A live management view for Mortgage Connect HQ.

Today at a glance

Active originators0Can receive new pre-approval submissions
Open support0Unresolved HQ support tickets
Resolved support0Support tickets marked complete
Pre-approved0Ready or issued by originator
Client Reference Originator Support type Support requested Message Actions
No pre-approvals need HQ support right now.
Client Reference Originator Support type Resolved Message Actions
No resolved support tickets yet.
Originator Verified slug Quick slug Pre-approvals Support tickets Last login M Market Email Status Actions
No originators match this search.
Admin Auth UID Status Last login Created Actions
No HQ admins match this search.

CMS access requests

Originator Email Requested Email status Status Actions
No CMS access requests yet.

Sales Tracker

Import the CMS custom report, track accepted and registered deals, and calculate commission.

Bond VolumeR0All months
YTD Bond VolumeR0July 2026 – February 2027
Gross IncomeR0All months
YTD Gross IncomeR0July 2026 – February 2027
Net IncomeR0All months
YTD Net IncomeR0July 2026 – February 2027
Originator Approved loan Client Commission MO Split % MO Com MC Com Xero
No CMS deals imported yet.

No CMS report imported.

Add manual deal

Add an accepted deal that is not included in the CMS report.

Import CMS sales report

Existing deals are updated; duplicate rows are not added again.

Required fields include Name, Referal code, Approved loan amount, Month offer accepted and Status.

Originator commission rates

Confirm each originator’s agreed rate. Unconfirmed codes use 0.80% as a temporary projection.

Automations

Create status-controlled journeys with email, WhatsApp and phone call actions.

LACRM not refreshed yet
Automations0Configured follow-up journeys
Active0Eligible to enrol clients
Actions0Saved journey steps
DeliveryGmailSent from Mortgage Connect

Saved automations

No saved sequences yet. Complete the editor and select Save sequence.

New automation

Build the journey from the LACRM trigger through every follow-up action.

Email Broadcasts

Send one personalised Gmail message to a snapshot of an LACRM pipeline stage.

Broadcasts0Saved one-off sends
Sent0Accepted by Gmail
Estimated opens0%Unique tracked opens
Bounced0Delivery failures detected
Broadcast Pipeline stage Progress Opens Clicks Bounced Status Actions
No broadcasts yet. Select New broadcast to create the first one.

New email broadcast

The recipient list is refreshed and locked when you confirm the broadcast.

Preview recipients before sending.

Broadcast report

Delivery and engagement results.

Sent0Gmail accepted
Estimated open rate0%Unique opens
Click rate0%Unique clicks
Bounced0Delivery failures
ContactEmailDeliveryOpenedClickedRepliedDetails

Open rates are estimates because email privacy tools and image blocking can affect tracking. Clicks, replies and bounces are stronger signals.

Automation Log

Track every queued, sent, failed and stopped automation action.

Sent0Successful actions in this view
Failed0Actions requiring attention
Queued0Waiting to be processed
Enrolments0Contacts matching these filters
Date and time Contact Automation Action LACRM status Outcome Details
No automation activity matches these filters.
0 log entries Showing the latest 500 delivery records

Library manager

Upload document

Shared live library HQ changes update this Supabase folder and immediately mirror to the originator dashboard. Originators can only open or download documents.
Document File Type Updated Actions
No documents in this folder yet.

HQ access

Only active HQ admins can open this dashboard.

Controlled by Supabase Auth plus the `hq_admins` table.
Restricted

Originator routing

Client links route applications by originator slug.

Profiles can be created before an Auth user exists. Add the Auth UID later to enable originator login.
Slug based

Document access

Supporting files are not public.

Documents stay in the private Supabase bucket and open through short-lived signed links.
Private

Session timeout

Protects open dashboard sessions.

Users are logged out after 3 hours of inactivity.
3 hours

Live domains

Current public dashboard endpoints.

preapproval.mortgageconnect.co.za
originator.mortgageconnect.co.za
hq.mortgageconnect.co.za
Live

Pre-Approval Review

-

No application selected

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Cell number
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Email
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ID / passport
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Citizenship
-
Marital status
-
Received
-

Affordability snapshot

  • Gross monthly salaryR0
    Net monthly salaryR0
    Additional incomeR0
  • Living expensesR0
    Contractual expensesR0
  • Monthly surplusR0
  • 30% RTI capR0
  • Pre-approval over 20 yearsUsing 30% RTI capR0

Pre-Approval certificate

Creates a draft certificate from the verified income, expenses, selected terms, and interest rate. The originator must review before issuing it to the client.

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