A executive dashboard for a lending business tackles one specific leak: the numbers that tell you whether the business is healthy, settlements this month, pipeline by stage, conversion by lender, upfront and trail commission owed, live in Connective Mercury or AFG SMART, in Xero, and in a spreadsheet a broker keeps, and none of them line up. Assembling a true picture takes days, so by the time you see settlements are slipping, the quarter is already soft. Bamco builds it around the tools you already run, so it fits your operation rather than forcing you to change how you work.
Information current as at 4 July 2026
The numbers that tell you whether the business is healthy, settlements this month, pipeline by stage, conversion by lender, upfront and trail commission owed, live in Connective Mercury or AFG SMART, in Xero, and in a spreadsheet a broker keeps, and none of them line up. Assembling a true picture takes days, so by the time you see settlements are slipping, the quarter is already soft.
This is not a generic problem with a generic tool bolted on. It is a specific leak in a lending business, and the system is built to close it. You can see the full picture of where a lending business leaks margin on the lending industry page.
A dashboard that pulls pipeline and financial data from the systems you already run, your aggregator CRM, your accounting package, your commission records, and puts settlements, pipeline by stage, conversion and commission owed on one screen, current. It reconciles expected commission against what actually landed, surfaces the deals and lenders trending the wrong way, and lets you drill from the whole book into a single application. We build the integrations so the numbers pull live rather than being keyed in.
Bring us the idea you already have, or book an audit and we map where the money is leaking. Either way, you deal directly with the senior team that designs and builds it.
Week one. From week one you stop waiting for a broker to rebuild the pipeline spreadsheet, because the current position of every deal and the month's settlements are on one screen, pulled from the systems your team already uses.
Month three. By month three you are catching the deals and the referral sources that slip early, while there is still time to act, rather than discovering a soft month in a commission statement when the settlements are already gone.
Engagements typically start around $50k and are scoped after a systems audit, priced as a fraction of what a legacy build of the same capability would have quoted. You get a fixed-scope proposal with a real number before anything is built, and you own what we build. The point is not the price. It is that a well-built executive dashboard for a lending business is meant to pay for itself in multiples, by plugging a leak that is costing you every week it stays open.
Whether you can name exactly what you want built, or you just know something is leaking, the next step is the same conversation.