Admin Dashboard
Members
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Processing
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active clients
Onboarding stuck
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need VIP form
CM issues
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SmartCredit login/billing
MRR · all 4 communities
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latest snapshot
Manage
Users
Every member lands here at signup. VIP members also flow into the VIP credit pipeline; standard members are managed here.
Members
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Standard members
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VIP · Lite · Elite
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Unknown · mismatch
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Member
Admins
| Skool username | Role |
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VIP Services
manage all VIP tablesCredit Table
⚡ Last Evaluation, Completed Bureaus & Estimated Funding sync from the legacy BDS credit feed (daily).
⟲ Payment Status, Due Date & Monthly Payment sync from Skool.
Member Requests
0 opensupport · services · bookings from the member appTask Messages
0 unreadgrouped by agentVIP Service Tables
VIP Agents
API
connect your own softwareDispute Circle Ai · Anthropic API key
master onlyPowers the member Dispute Circle Ai letters. Paste the key from console.anthropic.com → API Keys. It is verified with a live test call before it is saved, and it is stored server-side only (never shown again in full).
Email sending · Resend API key
master onlyPowers automatic emails (agent intro when a VIP finishes onboarding, and more later). Paste an API key from resend.com → API Keys. Verified before saving; stored server-side only.
Mailboxes · Purelymail API key
master onlyCreates real @circles-bdc.app inboxes for agents (and VIP members later). Paste the key from purelymail.com → Account → API keys. Verified before saving; stored server-side only.
VIP member emails
Every VIP Lite / VIP / Elite member gets a first.last@purelymail.com inbox (same as the old software). New members get theirs automatically when you confirm their tier (Assign). Email + password are saved in the member’s vault (Client Info → VIP Email / VIP Password). Run this once for everyone who’s missing one.
Tenant API key · BDS
bds_live_••••••••••••••••••••
Endpoints
GET
/api/v1/creditReturns credit client records for your tenant. SSNs and documents are never included.
name · email · phone · category · subcategory · join_date · last_evaluation · completed_bureaus · estimated_funding · diamond · bdc_agent · ex/eq/tu status + date · credit_remarks
Assign Business Credit Tasks
VIP business form submissions| Client | Business Name | EIN | State | Start Date | Submitted | Status |
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Automation History
run log| Status | Time | Automation | Summary |
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Circles
manage the circle catalogCircles are the programs members work through. Order syncs to what members see; each circle holds its own tasks.
| # | Circle | Type | Tasks | Selections | Mentor | Status |
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Circle
These are the template tasks for the circle, in order. Each carries a title, instructions, and which tiers it’s assigned to.
Circle Usage
catalog + selection statsCircles
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Total selections
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Mentorship circles
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Total letters
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Mailed
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Requested
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| Client | Bureau | Letter | Requested | Status |
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Masterview
white-label partner workspacesYour team processes credit sweeps, mail, Chex/EWS, funding and tradelines centrally for white-label partners. Open a partner to work their clients’ services inside their dashboard.
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Phone Numbers
Client phone numbers and emails are stored here for future SMS & email campaigns. Select contacts (or filter by community/tier) to export or launch a campaign.
0 selected
| Name | Phone | Community | Tier |
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White Label Submissions
new-tenant intakeDaily MRR
Snapshot by dayLOADING…
Combined MRR · snapshot history
CIRCLES admin · live data · Stage 2 editing