Big Brother Financial
Staff Portal

Email

Password

BBF

Big Brother FinancialStaff Portal

Leads

📅 Today's Follow-Ups

🕒 Recent Activity

⚠️ UCC Watch List — Expiring in 3 Months

🔔 Reminders

Company	Contact	Email / Phone	Source	Assigned To	Status	Notes
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🎁 Generic Referral Link

One link for any current customer — includes the $1,000 reward program, fuel card & app info. Not partner-specific.

Referred Company	Contact	Partner	Status	Commission Paid	Notes
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ℹ️ This list is a directory to help you track who has access. Adding someone here does not create their actual login — do that separately in Supabase (Authentication → Users).

Name	Email	Role	Added
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Import Leads

Export your data from Pipedrive (or any CRM/spreadsheet) as a CSV or Excel file, then upload it here. We'll automatically match common column names.

Add Lead

Company Name *

Contact Name

Email

Phone

MC Number

DOT Number

Estimated Monthly Volume ($)

Source

Assigned To (Employee Handling This Lead)

Notes

Add Staff Member

Name

Email

Login Password (optional)

Fill this in to create their actual login right now. Leave blank to just add them to the directory — you can set their password later by editing them.

Role

What can this person see?

Leads Underwriting Clients/Documents (tab) └ Can view/open uploaded documents Referrals Settings

Update Document

Uploading a new file will replace the old one — the old file will be deleted.

Document Type

New File (optional — leave blank to just update the date/name)

Custom Name (optional)

Expiration Date (leave blank if N/A)

Add Document

Document Type

File

Custom Name (optional)

Expiration Date (leave blank if N/A)

Add Referral Partner

Partner Name

Company Name

Email

Custom Link (e.g. "taxpro" → apply.bigbrotherfinancial.com/partner/taxpro)

Commission Type

Commission Rate (%)

Log Referral

Partner

Referred Company Name

Referred Contact Name