Dashboard
DocCloud internal - broker accounts, transaction-file plans, billing, and platform health.
Broker Accounts
184
162 active - 22 trial
Monthly Revenue
$128.4k
8.2% up from last month
Monthly File Capacity
1,285
Across all accounts
Platform Snapshot
New broker accounts
14
Opened this month
Plan upgrades
9
Switched to higher file tiers
Failed payments
4
Require follow-up
Broker accounts needing attention
Legacy Mortgage Company
Sofia Patel - 150 files / month - 132 / 150 files
12 min ago
Blue Ridge Brokers
Daniel Brooks - 250 files / month - 241 / 250 files
2 hours ago
Urban Nest Homes
Sophia Ramirez - 25 files / month - 17 / 25 files
Yesterday
Summit Title Partners
James Liu - 80 files / month - 74 / 80 files
3 hours ago
Billing watchlist
Blue Ridge Brokers
OverdueINV-4821 - $675 - due Apr 18, 2026
Legacy Mortgage Company
PaidINV-4816 - $390 - due Apr 28, 2026
Urban Nest Homes
FailedINV-4790 - $175 - due Apr 14, 2026
Priority Alerts
11 overdue accounts
3 need manual billing follow-up before renewal.
6 file limit alerts
2 brokerages are above 90% of their monthly file allowance.
Recent Activity
Legacy Mortgage Company upgraded to the 150 monthly file plan
Sofia Patel - 12 min ago
Blue Ridge Brokers payment failed - $675 overdue
System - 2 hours ago
Northpoint Realty added 4 new staff seats
Olivia Chen - 3 hours ago