Admin Dashboard

Members

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Processing

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active clients

Onboarding stuck

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paid members · 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

Email	Skool username	Role

VIP Services

manage all VIP tables

Credit Table

Smart Credit — must sign up for Flex Flex login in, sweep not started

⚡ Last Evaluation, Completed Bureaus & Estimated Funding sync from the legacy BDS credit feed (daily). ⟲ Payment Status, Due Date & Monthly Payment sync from Skool.

Credit Sweep

Rounds are created automatically: round 1 when a New Client gets their first negative item, then the next round 30 days (VIP / Elite) or 45 days (Lite) after each CFPB submission — 8 rounds max, a different letter every round. Bureau turns green and the member goes to Completed on their own when every item is removed.

Messages

0 unreadtask messages + member requests · grouped by agent

VIP Service Tables

VIP Agents

API

connect your own software

Dispute Circle Ai · Anthropic API key

master only

Powers 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 only

Powers 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 only

Creates 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.

ConsumerDirect · credit data

master only

Credit reports (3B on each round's response date, TransUnion daily) come from ConsumerDirect's Partner API through our fixed-IP relay relay.circles-bdc.app (157.230.6.212). Everything is verified live before saving and stored server-side only. A 3B is only ever ordered when the member has a free one left — never billed.

1 · Relay password

2 · Partner API (PAPI) key + secret

Verify gets a Partner token through the relay and counts your customers. Keys come from PartnerHub → Client Manager → Integrations. Until 157.230.6.212 is whitelisted for PAPI it will fail with a 403 — expected.

3 · Link members to their credit accounts

Matches every VIP member to their SmartCredit / Flex Credit account by email so reports can be pulled. Safe to run any time.

Backblaze B2 · off-site document backup

master only

Supabase’s daily backups cover the database but not the files — IDs, SSN cards, FTC reports, CFPB responses. This copies the whole documents bucket to Backblaze so it survives losing the Supabase account. Files are only ever added: deleting a document here never deletes the backup copy.

1 · Keys from Backblaze

2 · Copy the files

The first run copies everything (about 10 GB) and takes a while — leave this page open. After that it only copies what’s new.

Twilio · sweep phone numbers

master only

One dedicated local number per member in the credit sweep ($1.15/mo each), bought automatically when they’re assigned an agent and released when they’re Completed or churn. Texts to the number (CFPB / FTC codes) show up live on the member’s round screen. Get the Account SID + Auth Token at console.twilio.com → Account info.

Tenant API key · BDS

bds_live_••••••••••••••••••••

Endpoints

GET/api/v1/credit

Returns 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

Automation History

run log

Status	Time	Automation	Summary

Circles

manage the circle catalog

Circles are the programs members work through. Order syncs to what members see; each circle holds its own tasks.

#	Circle	Type	Tasks	Selections	Mentor	Status

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 stats

Circles

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Total selections

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Mentorship circles

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Mail

dispute letters management

Total letters

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Mailed

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Requested

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Client	Bureau	Letter	Requested	Status

Masterview

white-label partner workspaces

Your team processes credit sweeps, mail, Chex/EWS and funding 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	Email	Community	Tier

White Label Submissions

new-tenant intake

Daily MRR

Snapshot by day

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Combined MRR · snapshot history