LENDING GENIE
PARTNER PORTAL — V0.1 MOCKUPS

Partner Portal

5 screens covering the MVP feature spec from the May 8 roadmap. Co-branded partner shell ("CreditPath" placeholder), redacted credit snapshot per FCRA, services subscribed + program approvals/denials. Click into any screen.

01 / DASHBOARD

Dashboard

KPIs (active users, funded, conversion, pending commissions), Q2 hero card, commission mix breakdown, 5-step funnel, recent user activity.

02 / USERS

Users

Anonymized list of attributed users (first name + last initial only). Status, services, approvals/denials count, commission YTD. FCRA notice baked in.

03 / USER DETAIL

User Detail
★ The redacted credit snapshot

Vantage 3.0 score gauge, redacted profile (SSN/DOB/address masked), account types only (no creditor names), services subscribed, program approvals + denials with reasons.

04 / COMMISSIONS

Commissions

YTD with cleared/hold/clawed-back split, monthly bar chart, by-source breakdown (subs / JumpStart / BOFA / Monevo), 60-day hold transactions table.

05 / AFFILIATE LINKS & PROFILE

Affiliate Links & Profile

Primary tracking URL with UTMs & QR, campaign-specific links with conversion %, co-brand profile (logo, landing page), payout method & W-9 status, hold policy.

Spec source: "LendingGenie Partner Portal & Co-Branding Roadmap" — May 8, 2026 (Anthony × Cristian). Section 4 feature spec (Must-Have MVP), with redacted-credit additions per follow-up requirements.
Design reference: Anthony's borrower-side Lending Genie / Deliver Capital mockups (1.0 Home, 2.0 Credit Profile, 3.0 Solution Center, 5.0 Programs).