Getting Started
Understanding the Dashboard
A quick tour of the broker workspace.
The BrokerIQ dashboard is your home base. It shows your recent scenarios, quick actions, and key metrics at a glance.
The left sidebar provides navigation to all features: Home (dashboard), Lead Generation, Scenarios, Lender Submission, Market Rates, Quick Calcs, Integrations, Demos, Organisation settings, Branding, Users, Teams, and Billing.
The main content area shows your most recent scenarios with their status (draft, active, ready to submit, submitted). Click any scenario to open it and continue working.
If you're new, the product tour will guide you through each section. You can re-trigger it anytime from the dashboard.
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