Active Clients
0
Current visible client records in this organization.
Staff Command Center
Monitor client intake, waitlist movement, document review, volunteer coverage, grant compliance, and portal activity from a unified dashboard.
Open Enrollments
0
Live program enrollments excluding completed records.
Pending Documents
0
Documents awaiting approval or rejection.
Unread Threads
0
Unread messages for the current signed-in user.
Waitlist Forecast
Live waitlist analytics using current client data and adjustable homes-per-week assumptions.
0 on waitlist
0 months
0clients flagged as waitlisted
0after attrition reduction
0at the selected completion rate
0rounded to one decimal place
0for strategic planning
Recent Activity Snapshot
Latest cross-functional operational activity from client notes, document actions, volunteer events, and automation logs.
Action Shortcuts
Common operational tasks used by staff and administrators.
Portal Alerts
Documents expiring soon, unread messages, and upcoming deadlines requiring attention.
Recent Communications Signups
Latest Interest List and Newsletter subscribers from the public signup pages.
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Clients
Manage clients, assignments, case status, waitlist position, timestamped notes, and linked messaging and documents.
| Client | County | Program | Request Date & Time | Status | Assigned Staff | Waitlist | Actions |
|---|
Programs
Review all active service programs, enrollment volume, and county coverage.
Enrollments
Track program participation, work start and completion dates, assigned staff and contractors, grant links, milestones, and completion confirmations.
| Client | Program | Status | Assigned Staff | Assigned Contractor | Grant | Start | Deadline | Actions |
|---|
Housing Timeline
Monitor housing-related enrollments, elapsed days, upcoming milestones, and deadline adherence across active cases.
| Client | Program | Status | Work Start | Deadline | Elapsed Days | Assigned Staff | Assigned Contractor |
|---|
Document Management
Track client, contractor, and grant document checklists, upload status, previews, approval workflow, and AI-supported document extraction.
Selected Document
Preview and approval controls for the selected document.
Checklist Coverage
Required and optional documents by owner context.
Contractors
Manage contractor records, compliance status, project assignments, expiring requirements, and document submissions.
Contractor Roster
Business records, contact details, compliance dates, and portal-linked status.
| Contractor | Business | Status | License Exp. | Insurance Exp. | Assigned Projects | Actions |
|---|
Compliance Warnings
Upcoming expirations based on contractor records and uploaded compliance documents.
Heirs Property Automation
Manage workshop sessions, attendance, census tract lookup, LMI display, and report history.
Heirs Cases
Track heirs property case records, property addresses, counties, tract lookups, and LMI outcomes.
| Client | Address | County | Census Tract | LMI | Status | Actions |
|---|
Workshop Sessions
Attendance-based outreach and education sessions used for HPP1 reporting.
| Date | Title | County | Location | Attendance | Actions |
|---|
HPP1 Report Generator
Generate PDF summaries from live heirs workshop and attendance data.
Report History
Previously generated heirs property report outputs.
Grant Pipeline
Create and manage grants, track reporting periods, align case and outreach data, and prepare draft report narratives.
Grant Records
Pipeline stage, assigned manager, amount, reporting cadence, and linked program activity.
| Grant | Funder | Status | Assigned Manager | Amount | Next Due | Actions |
|---|
Reporting Periods
Live due dates and automation-ready reporting windows.
Grant Report Automation
Generate drafts from reporting periods, review and edit report text, export to PDF, and track report status through submission.
Selected Grant Report
Review, edit, and export current narrative output.
Grant Reporting Metrics
Statistics stored with generated reports and reporting periods.
Volunteer Events
Create event records, assign volunteers, check attendance, track hours, and print attendance proof for program and outreach support.
Volunteer Roster
Track skills, availability, cumulative hours, and contact information.
| Volunteer | Phone | Skills | Total Hours | Actions |
|---|
Volunteer Events
Assignment, check-in, attendance proof, and hours-tracking workflow.
Outreach
Log outreach touchpoints, campaign activity, event support, and reporting-aligned field activity.
| Date | Type | Program | County | Audience | Outcome | Actions |
|---|
Internal Messaging
Thread-based messaging across staff, clients, and contractors, with unread indicators and linked record context.
Activity Log
Organization activity across users, documents, messaging, reports, and automation events.
| Timestamp | User | Action | Entity | Details |
|---|
Call Log
External referral calls where callers were directed to outside agencies. These calls do not create client records.
| Date/Time | Phone | Service Requested | Agency Referred | Agency Phone | Caller |
|---|
Communications / Media
Manage interest lists, newsletter subscribers, bulk email campaigns, and staff assignments for outreach communications.
Housing Repair Interest List
People who signed up to be notified when SC Housing Repair applications reopen.
| Name | Phone | Address | County | Date Signed Up | Actions |
|---|
Communications / Media
View and manage your assigned communication lists.
Housing Repair Interest List
People who signed up to be notified when SC Housing Repair applications reopen.
| Name | Phone | Address | County | Date Signed Up | Actions |
|---|
Admin
Invite users, update claims, manage access roles, review pending invitations, and update income eligibility tables and feature flags.
User Directory
Organization user profiles synchronized with custom claims and invitation records.
| User | Role | Portal | Status | Linked Record | Updated | Actions |
|---|
Authorization Records
Users who have accepted the legal agreement and platform authorization.
| User | Accepted | IP Address | Device/Browser | Agreement Version |
|---|
Program Management
Live program definitions, county coverage, eligibility rules, and enrollment counts.
Income Eligibility Settings
County AMI and income threshold records used for income eligibility checks.
Invitation Queue
Review organization invitations and activation state.
Feature Flags
Administrative configuration records stored under organization config documents.
Company Branding
Upload your organization logo. It will appear in the sidebar and login screen for all users.
Recommended: Square PNG or SVG, at least 192×192 pixels. Max 2MB.
Platform Version & Updates
Internal release history and technical changelog.
What’s New
Recent platform updates and improvements.
Organization Settings
Manage your organization configuration, users, and preferences.
Organization Information
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Use the Company Branding panel above to upload or change your logo.
Program Settings
View your active programs. Program availability depends on your subscription tier.
Notification Preferences
Billing
Manage your subscription plan, payment method, and view invoices.
SaaS Clients
Manage nonprofit organizations using the EBU platform — Super Admin only
✨ AI Platform Builder
| Organization | Tier | Programs | Status | Billing | Created | Actions |
|---|---|---|---|---|---|---|
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🚀
No SaaS clients yetUse the AI Platform Builder to onboard your first nonprofit client. | ||||||
Sandbox
Isolated testing environment. All data here is separate from production. Use this to test workflows without affecting real client data.
Sandbox Status
Click "Enter Sandbox" to activate the testing environment. All tabs will use sandbox data collections.
Sandbox Collections
🎫 Help Desk
Support ticket management. Submit, track, and resolve support requests from staff, clients, and SaaS users.
| Ticket # | Subject | Submitted By | Priority | Status | Created | Actions |
|---|---|---|---|---|---|---|
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📞 Amanda Controls
Manage Amanda's operating mode — switch between OPEN, CLOSED, or automatic schedule.
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Employee Portal
Assigned-case workspace focused on active client load, case notes, enrollment updates, documents, and messaging with clients and contractors.
Assigned Clients
0
Clients assigned to your staff or employee identifier.
Open Cases
0
Assigned enrollments not marked completed or closed.
Pending Docs
0
Client documents tied to your assigned cases.
Unread Threads
0
Unread messaging threads involving your cases.
Assigned Client Queue
Only clients assigned to the current employee or staff record are shown.
| Client | Program | Status | Waitlist | County | Actions |
|---|
Quick Actions
Case updates and communication tools available in the employee portal.
Assigned Clients
Review your assigned clients, add timestamped notes, update enrollment status, manage document checklists, and message clients and contractors.
Select an assigned client
Client notes, enrollment updates, and message actions appear here.
Messages
Case-linked internal messaging for staff, clients, and contractors.
Client Portal
Review your case status, waitlist position, document checklist, secure uploads, and messages with your case manager.
Case Status
—
Your current case or enrollment status.
Waitlist Position
—
Your current position based on organization waitlist ordering.
Required Docs
0/0
Required document checklist completion progress.
Unread Messages
0
Unread thread count in your portal inbox.
My Case
Summary of your current services, status, assigned team, and expected next steps.
Document Checklist
Upload required and optional client documents directly to your secure portal.
Upload Documents
Accepted file types include PDF, images, Office files, text files, and CSV up to the platform limit.
Messages
Secure message thread with your case manager.
My Documents
Review uploaded files, approval status, reviewer notes, and checklist progress.
Application Packet
Sign your application and download the complete packet as a PDF.
Digital Signature
I attest that all information I have provided is truthful and accurate, and all documents submitted are valid and authentic.
My Messages
Secure message threads associated with your case and assigned staff.
Contractor Portal
Track assigned projects, upload compliance documents, review expiration warnings, and confirm completion with photo evidence.
Assigned Projects
0
Open assignments linked to your contractor record.
Compliance Items
0
Uploaded compliance records tracked by the platform.
Expiring Soon
0
Items that expire within 30 days.
Unread Messages
0
Portal inbox unread count.
Assigned Projects
Current enrollments linked to your contractor record.
Expiration Warnings
License, insurance, bond, W9, and uploaded compliance documents that require attention.
Upload Compliance Documents
Submit license, insurance, bond, W9, and other required contractor documentation.
Messages
Project communication and compliance follow-up threads.
My Projects
Confirm project progress and mark completion with notes and uploaded photos.
Compliance Documents
Review uploaded compliance items, status, expiration dates, and reviewer feedback.
Messages
Secure contractor communication related to assigned projects and compliance review.