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Staff / Admin
For Lennard, Bianca, onboarding, support, and internal team members managing leads, tasks, payments, and client status.
Staff LoginAdmin Panel ShellPortal Access
Separate access for people doing the work and people receiving the service.
This page is structured so the final builder can attach the correct GoHighLevel, client portal, partner portal, and admin dashboard links without mixing permissions.
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Partner / Loan Officer
One login lane with differentiated roles in the dropdown: loan officer, realtor, white-label operator, and referral partner.
Partner LoginC
Individual Client
For clients to complete onboarding, upload reports/documents, review next steps, and track high-level status.
Client LoginSubmit DocumentsNo cross-account leakage
Partners should only see their own referrals and high-level readiness status. Clients should only see their own documents, tasks, and progress. Staff sees assigned operational records.
His personal GoHighLevel stays the hub
These buttons should attach to his personal GoHighLevel, portal, calendar, and workflow endpoints once credentials are provided.