Tenant overview

Good afternoon, Alex.

You're managing 24 advisers across 6 partner offices. 3 cases need re-routing today, and 1 adviser hit workload cap an hour ago.

Fairgo (platform tenant)

Open cases

147

+12 vs last week

Avg resolution

11d

−2.4d vs last month

Active advisers

No change

Recovery YTD

$1.84M

+$132K this month

3 cases unassigned

Re-route to next-available adviser

Invite an adviser

Add a counsellor to the tenant

Open weekly report

Volume · resolution · adviser perf

Tenant settings

Branding · theme · login hint

Recent cases

View all →

Westpac mortgage hardship — Simon Tran

1 234 567 890

Awaiting adviser

CBA credit card fee dispute — Maya Patel

1 234 567 421

Sent

Allianz claim denial — Wei Zhang

1 234 568 014

Drafting

NAB unauthorised transactions — Olivia Brown

1 234 568 209

Needs info

ANZ super death-benefit — Daniel Reyes

1 234 569 102

Unassigned

Adviser workload

Roster →

Ava Nguyen

NDH partner office

6/8

Sarah Yong

FRLC partner office

8/8

James McMillan

CCLC partner office

3/8

Priya Lal

NDH partner office

4/8

Tom Cheng

Westjustice CLC

7/8