Guide for brokers

1. Workspace overview

The /advisor/broker landing page shows live KPI badges (new inbox items, overdue tasks) on each tile so you can triage at a glance.

• Inbox — incoming leads from the public site. Claim, assign, snooze, reject, or convert.
• Clients — household records with members, consent, and GDPR basis.
• Cases — per-product pipeline (Mortgage Protection, Income Protection, Pensions, Life Cover) from triage to issued. Kanban and table views.
• Tasks — your overdue, due-today, and upcoming case tasks.
• Providers — insurer and lender catalogue used by quotes and commissions.
• Reports — funnel, win rate, advisor load, recent sign-state events.
• Analytics — funnel, weekly trend, stage SLAs, per-advisor KPIs (CSV export).
• Team — per-advisor workload and invite tracking.

2. Daily workflow

1. Start in Inbox. Claim new leads or assign to an advisor. Use Snooze for follow-ups, Reject (with reason) for off-fit enquiries.
2. Convert a lead to a Client. This creates the household record and links any consent collected on the public form.
3. Open a Case on the relevant product. Cases progress through stages (triage → fact-find → quote → application → underwriting → issued).
4. Tasks are created automatically at each stage transition. The Tasks tile surfaces anything overdue.
5. Use Case Messages to log inbound/outbound communication. The Notification Bell flags new activity across all cases you own.
6. At end of day, the Reports tile shows your funnel, win rate, and recent sign-state events.

3. Documents and e-signature

• SignEnvelope — send a packet for e-signature; status syncs back into the case.
• Packet PDF — generates a one-click summary PDF of the case for the client.
• Dormant Pension PDF — produces a tracing letter the client can post to a former employer.
• Pension Audit PDF — for consolidation cases, summarises all known pots and projected outcomes.

4. Communications

• SMS Log (/advisor/sms-log) — every outbound SMS is logged with delivery state.
• Case Messages — inbound and outbound case-level messaging.
• Notification Bell — header bell shows new lead, message, and stage-change events.

5. Compliance and audit

• Audit Log (/advisor/audit-log) — every staff action that touches PII or case state is recorded.
• Error Log (/advisor/error-log) — captures runtime errors with stack traces; check this before reporting a bug.
• Profile Observability — verifies your QFA profile is consistent with the CBI register.
• Retention — automated retention runs purge old leads and inactive cases per policy.