Downline Dashboard

The downline dashboard can be accessed through the top right menu and allows you not only with methods to Invite New Downlines and change Downline Settings but also with the following capabilities:

• Search for agencies by company name.

• Sort agencies by alphabetical or chronological order.

• See total commissions and access a commission breakdown.

• See case overview and access all cases for a particular downline.

• See users along with associated cases and commissions per user.

• See signed agreements along with data like the agreement file and acceptance date.

This data can also be access via our API.