Advisor Portal

Sign in with your approved VINMUR email and password.

Only advisors and assistants invited by VINMUR can create an account. Passwords are securely managed by Supabase and are never visible to VINMUR.

Advisor Dashboard

Good afternoon, Richard

Here’s where your client relationships need attention today.

Assigned clients
0
Current client book
Follow-ups due
0
No open follow-ups
Active services
0
Across your client book
Service opportunities
0
Potential client needs
⌕
Client Stage Current services Next action Opportunities
JC

James Carter

Active-duty military · Atlanta, Georgia

Assigned advisorRichard Murphy
Relationship stageMatching
Next follow-upSept 18

VINMUR relationship

A complete view of the solutions this client currently uses—and the next ways VINMUR can help.

Client profile

Core information used across every VINMUR service line.

Franchise brokerage workspace

Qualification, brand matching and referral progress for this client.

Candidate qualificationFinancial profile incomplete
Brand matches3 recommended opportunities
Current stageBrands presented
Verify funds and net worth before referring this candidate.

Matched franchises

When a candidate is interested, create a complete introduction to the brand’s main POC.

HOTWORXFitness & wellness
Investment$240K–$600K
FitStrong
StatusPresented
NutrishopHealth & nutrition
Investment$130K–$390K
FitStrong
StatusInterested
Home Services BrandEssential services
Investment$95K–$180K
FitPossible
StatusReview

Service workspace

This service record will hold the client’s coverage, provider, documents, status, notes, renewals and next opportunity.

This prototype shows where the complete service workflow will live.

Franchise Directory

Brands VINMUR represents, their requirements and advisor-ready Two-Minute Drills.

⌕

Advisor Profiles

Manage Administrators, Senior Advisors, VINMUR Advisors, Assistants, licenses and access.

Administrators have complete portal access. Senior Advisors can see the full team. VINMUR Advisors see only their assigned clients. Assistants manage franchises, services and training and see aggregate reports without client records.

Performance Reports

Client growth, opportunities and CRM actions for the selected period.

New clients
0
Today
Current clients
0
Active relationship count
Open opportunities
0
Services not yet activated
Follow-ups needed
0
Clients requiring movement

Opportunity by VINMUR service

Where the selected client book has the most room to grow.

CRM pipeline recommendations

Each client’s next best pipeline based on current services and identified needs.

Client Advisor Recommended pipeline Next action

Tasks & Follow-Ups

Advisor-created tasks plus automatic reminders based on client records and service activity.

Needs attention

The portal checks missing information, overdue follow-ups and monthly relationship touches.

Client Messages

Read and respond to messages from the clients assigned to you.

Conversations

Select a client conversation to read and reply.

Partnerships & Referral Sources

Build referral relationships and keep every partner connection active.

0Visible partnerships
0Monthly check-ins due
0Checked in this month
0Referral-source categories
⌕

VINMUR Services Catalog

Advisor-ready descriptions, pricing guidance, requirements and next steps.

Invoice drafts

Drafts prepared by advisors and awaiting the secure Stripe connection.

Client Service Amount Due date Status

GoHighLevel Pipeline Sync

Automatically identify missing VINMUR services and route clients to the correct CRM pipelines.

GoHighLevel connection ready to configureThe rules are active. Add the VINMUR location ID, secure integration token, pipeline IDs and first-stage IDs to activate background syncing.

Automatic pipeline rules

An opportunity is queued only when VINMUR is not already providing the service.

Home & Auto InsurancePersonal insurance review pipelineWhen service is missing
Life InsuranceProtection planning pipelineWhen service is missing
Retirement PlanningRetirement discovery pipelineWhen service is missing
Franchise BrokerageFranchise qualification pipelineOnly when franchise interest exists
Business InsuranceCommercial protection pipelineOnly when client owns a business
Employee BenefitsBenefits discovery pipelineOnly when client owns a business
Marketing GrowthMarketing audit pipelineOnly when client owns a business
Business FundingFunding discovery pipelineOnly when client owns a business
Business BrokerageSuccession and exit pipelineOnly when the client owns a business and VINMUR is not already handling its eventual sale

Current sync queue

One CRM opportunity per eligible client and service. Existing VINMUR services are excluded.

Client Advisor GoHighLevel pipeline Rule reason Status

Workspace

This area is ready for the next phase of the portal.

This area is prepared for the next phase of the portal.
Franchise saved to the directory.