Client Dashboard

All Clients
A list of all clients in the system.
ClientStatusPlanConsultantSubmittedActions
John Doe
john.doe@email.com
Documents Pending
Visa SupportAna Silva2024-07-20
Jane Smith
jane.smith@email.com
In Review
Premium BundleCarlos Gomez2024-07-18
Peter Jones
peter.jones@email.com
Approved
Visa SupportAna Silva2024-07-15
Mary Johnson
mary.j@email.com
Action Required
ConciergeSofia Rossi2024-07-19
David Brown
david.b@email.com
In Review
Premium BundleCarlos Gomez2024-07-21
Susan Wilson
susan.w@email.com
Documents Pending
BasicAna Silva2024-07-22