Oversight

Multi-Affiliate Dashboard

See exactly where you're leaving money on the table. One dashboard that shows every affiliate's performance, identifies $1M+ in revenue opportunities, and tells you exactly what to fix.

One View
All Affiliates
$1M+
Revenue Opportunities
Real-Time
Performance Tracking

Your Command Center for Multi-Affiliate Lending

See everything. Control everything. Optimize everything.

LT
Low Tide Capital
12 active • $3.2M
BL
Bluegrass Lending
18 active • $4.8M
VF
Vegas Funding
8 active • $2.1M
AL
Atlanta Lending
6 active • $1.6M
Add Affiliate
Export Report
Action Needed: Vegas Funding approval rate dropped 17% this month. Review underwriting →
Total Portfolio
12%
$11.7M
+$1.3M vs last month
Active Loans
22%
44
+8 vs last month
Delinquency Rate
0.3%
2.1%
Industry avg: 2.8%
Avg Decision Time
35%
1.4 days
Was 2.2 days last month

Potential Revenue Impact

Based on current affiliate performance gaps

If Vegas Funding matched Bluegrass approval rate (82% vs 65%)
+$890K/year
If all affiliates hit Bluegrass decision time (0.8 days)
+23 loans/month
If Low Tide improved to Bluegrass yield (15.8% vs 14.2%)
+$51K/year
Total Opportunity: ~$1.2M additional revenue/year

Affiliate Performance Comparison

Affiliate Approval Rate Avg Decision Time Portfolio Yield Status
BL
Bluegrass Lending Top Performer
82%
0.8 days
-45% vs avg
15.8%
+18% vs avg
Excellent
LT
Low Tide Capital
78%
1.2 days
-18% vs avg
14.2%
+6% vs avg
Good
AL
Atlanta Lending
71%
1.5 days
+2% vs avg
12.9%
-4% vs avg
Fair
VF
Vegas Funding Needs Attention
65%
2.1 days
+43% vs avg
11.5%
-14% vs avg
Review Needed

AI Insights & Recommendations

Opportunity
Vegas Funding declining 35% more DSCR loans than group average. Consider training session.
Best Practice
Bluegrass Lending using AI pre-screening reduced decision time by 62%. Share across team?
Alert
Low Tide Capital has 3 loans >75 days old. Risk of increased delinquency.

Everything You Need to Manage Multiple Affiliates

Built specifically for parent companies with lending affiliates

Instant Affiliate Switching

Toggle between affiliates in one click. See each entity's complete pipeline, performance metrics, and active loans while maintaining strict data isolation.

  • One-click affiliate switching
  • Individual affiliate dashboards
  • Cross-affiliate comparison
  • Automatic data isolation

Revenue Opportunity Alerts

AI automatically calculates how much revenue you're leaving on the table. See exactly what you'd earn if underperforming affiliates matched your top performers.

  • Automated revenue gap analysis
  • Performance-based projections
  • Specific improvement recommendations
  • Monthly opportunity tracking

Performance Benchmarking

Compare affiliates side-by-side on approval rates, decision times, yield, and efficiency. Instantly identify top performers and who needs help.

  • Visual performance comparison
  • Automated trend analysis
  • Best practice identification
  • Underperformer alerts

Centralized Policy Control

Set underwriting policies once, enforce everywhere. Standardize risk thresholds, loan parameters, and approval workflows across all affiliates.

  • Central policy configuration
  • Automated policy enforcement
  • Exception tracking and approval
  • Policy version control

One-Click Reporting

Generate consolidated reports across all affiliates instantly. Investor updates, regulatory compliance, executive summaries — all in one click.

  • Consolidated portfolio reports
  • Investor reporting across entities
  • Regulatory compliance aggregation
  • Custom report templates

Real-Time Alerts

Get notified the moment something needs attention: large loans, policy exceptions, performance drops, or compliance issues across any affiliate.

  • Cross-affiliate alerting
  • Policy exception notifications
  • Performance deviation alerts
  • Custom alert thresholds

Real Multi-Affiliate Scenarios

How parent companies use the dashboard every day

Monday Morning Portfolio Review

HQ executive logs in, sees Vegas has 65% approval rate vs company average of 74%. Dashboard shows they're declining 35% more DSCR loans. Identifies $890K revenue opportunity and schedules training for Vegas team.

Best Practice Sharing

Dashboard shows Bluegrass closing loans in 0.8 days vs company average of 1.5 days. AI insight reveals they're using automated pre-screening. HQ shares this process with all affiliates, cutting average decision time 40%.

Investor Reporting in 60 Seconds

Capital partner asks for portfolio update across all entities. One click generates report: $11.7M total portfolio, 14.2% average yield, 2.1% delinquency rate. Professional reporting in seconds instead of days.

Why Multi-Affiliate Management Matters

The real impact on your business

01

Find Hidden Revenue

Most parent companies don't realize they're leaving $1M+ on the table because underperforming affiliates fly under the radar. Our dashboard quantifies exactly what you're missing.

02

Share What Works

Your best affiliate has a secret sauce. Our AI finds it, quantifies it, and helps you share it across all teams. Turn your top performer into a blueprint for everyone.

03

Scale Without Chaos

Add new affiliates in days, not months. Every new entity gets the same policies, same guardrails, same visibility. Growth doesn't have to mean losing control.

04

Catch Problems Early

Real-time alerts mean you know about issues before they become disasters. Delinquency trending up? Approval rates dropping? You'll know immediately.

Multi-Affiliate Dashboard – FAQ

How cross-entity oversight actually works in Mentyx

What is the Multi-Affiliate Dashboard?

It is a parent-level control center that aggregates key metrics from all your lending affiliates into one view. You see approval rates, decision times, yields, delinquency and policy exceptions per entity, plus where you're leaving money on the table.

Who typically uses this dashboard?

Executive teams, heads of credit, portfolio managers and capital partners who need a clean, comparable view across multiple brands. Local affiliate teams still work in their own workspace — HQ gets the overview.

How do you keep affiliate data separated?

Each affiliate runs in its own tenant-like workspace with scoped users and permissions. The parent dashboard only reads metrics and aggregated data based on your access rules, so sensitive information stays where it belongs.

Can we start with just one or two affiliates?

Yes. Many groups start with their largest or most mature affiliates and add others over time. The dashboard will simply expand as more entities come onto Mentyx, without changing how you work day to day.

What insights do we get beyond simple reports?

Mentyx highlights performance gaps and quantifies revenue impact — for example, how much more you'd earn if slower affiliates matched your best decision time or approval rate. It also surfaces best practices worth sharing across entities.

See Your $1M+ Revenue Opportunity

Schedule a demo and we'll show you exactly where you're leaving money on the table