A purpose-built KPI dashboard for Achieve Capital Partners — every loan, draw, payoff, and risk signal in your portfolio, surfaced from Mortgage Automator and refreshed on a weekly cadence.
ACP runs millions in active capital across dozens of loans — but the operating picture lives in a workbook stitched together by hand from Mortgage Automator exports, bank feeds, and broker emails.
One purpose-built workspace, branded for ACP, that turns Mortgage Automator into a real operating picture for your team and partners.
Each card shows the live value, weekly delta, prior-week comparison, target-to-actual progress, and a 12-week sparkline. Click any card to open the loan-level audit trail.
The portfolio view ranks 45 active loans by health, surfaces concentration flags, and posts inline alerts the moment a payment is declined or a maturity slips. No more "I'll check the spreadsheet."
| Borrower | Funded | Balance | DSCR | Days to Mat. | Risk |
|---|---|---|---|---|---|
| Westline Equity | $610,000 | $540,210 | 1.62 | 118 | Healthy |
| Hartfield Capital | $485,000 | $461,000 | 1.48 | 92 | Healthy |
| Briar Hollow LLC | $320,000 | $312,800 | 1.21 | 64 | Watch |
| Cedar Bay Partners | $295,000 | $280,500 | 1.55 | 146 | Healthy |
| Maple Yards Inc. | $155,000 | $148,420 | 0.94 | 22 | At Risk |
| Glen Ridge Group | $148,000 | $140,200 | 1.38 | 201 | Healthy |
| North Pier Holdings | $220,000 | $214,800 | 1.27 | 77 | Watch |
| Sterling Brook RE | $405,000 | $398,100 | 1.51 | 134 | Healthy |
You keep working in Mortgage Automator. We pipe the export into a versioned data layer, normalize it, layer on your weekly targets, and serve a self-refreshing dashboard. Zero new tools for your team to learn.
root.co is a Manila-based studio that builds custom dashboards and intelligent automations for SMBs. We scope upfront, prototype in Figma, then build & ship — no surprise change orders, no scope creep.
28-day build, 30-day post-launch support, source code & deployment included. Hosting is ~$24/mo on your own account — we don't lock you in. Add-on retainer for ongoing KPI changes available at $1,800/mo (optional).
Two weeks from a signed scope, you'll be reviewing ACP's first live week on a real dashboard. Let's get the kickoff on the calendar.