Big Brother Financial
Staff Portal
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BBF
Big Brother Financial
Staff Portal
📋
Leads
🧾
Underwriting
👥
Clients/Documents
🔗
Referrals
⚙️
Settings
Leads
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+ Add Lead
Company
Contact
Email / Phone
Source
Assigned To
Status
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+ Add Partner
+ Log Referral
Referred Company
Contact
Partner
Status
Commission Paid
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+ Add Staff Member
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
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Add Lead
Company Name *
Contact Name
Email
Phone
MC Number
DOT Number
Estimated Monthly Volume ($)
Assigned To (Employee Handling This Lead)
Notes
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Add Staff Member
Name
Email
Role
Staff
Admin
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Add to Directory
Add Document
Document Type
File
Expiration Date (leave blank if N/A)
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Add Referral Partner
Partner Name
Company Name
Email
Commission Rate (%)
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Log Referral
Partner
Referred Company Name
Referred Contact Name
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