Inside the Brico platform

Three core views of the Brico platform, rebuilt as live HTML so they stay sharp at any size and can be reused across the site.

Dashboard

Every license, report, renewal, and open task for an entity, on one screen.

Harbor Lane Financial
NMLS: 123456
Dashboard
Notifications
8
Licenses
Reports
Tasks
Sessions
Company Record
Branches
Documents
Team
Data Vault
Regulatory Changes
Dana Whitfield
dana@harborlane.example
Dashboard (Harbor Lane Financial)
License Progress Report
+ New License
19
Applications +3
12
Reports Due +4
3
Renewals Due +1
8
Overdue Tasks -4
5
Regulator Requests -2
Quick Actions
Add Team Member
›
Add MLO
›
Upload Documents
›
View Regulator Requests
›
View Reports
›
View Renewals
›
Tasks Completed Per Week
Last 9 weeks, by start of week
15
Aug 23
50
Aug 30
45
Sep 6
28
Sep 13
15
Sep 20
28
Sep 27
38
Oct 4
45
Oct 11
52
Oct 18
Pipeline Snapshot
As of Oct 21, 2026
In Progress
4
In Review
5
Approved This Year
10
69
Open Tasks
8
Overdue
Calendar
License Obligations
Tasks
November 2026
Su
Mo
Tu
We
Th
Fr
Sa
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
1
2
3
4
5
December 2026
Su
Mo
Tu
We
Th
Fr
Sa
29
30
1
2
3
4
5
6
7
8
9
10
11
12
13
14
15
16
17
18
19
20
21
22
23
24
25
26
27
28
29
30
31
1
2
Outstanding Obligations
As of Oct 22, 2026
MTL Call Report · Q3 2026
Due Nov 14, 2026
→
Mortgage Call Report · Q3 2026
Due Nov 14, 2026
→
NMLS Annual Renewal · 2027
Window opens Nov 1, due Dec 31, 2026
→
Team Workload
Unassigned tasks 21
Dana Whitfield
64% complete
To Do 9
In Review 4
Done 23
Marcus Lee
48% complete
To Do 12
In Review 3
Done 14
Priya Raman
71% complete
To Do 5
In Review 2
Done 17
Jordan Alvarez
35% complete
To Do 11
In Review 2
Done 7
Sessions
Licensing check-in · Oct 20, 2026
3 / 3
DFAL application review · Oct 14, 2026
2 / 3
Q3 call report prep · Oct 7, 2026
3 / 3
Branch onboarding · Sep 30, 2026
1 / 3

Team

Licensed individuals, their NMLS records, and what each person still needs to stay compliant.

Harbor Lane Financial
NMLS: 123456
Dashboard
Notifications
8
Licenses
Reports
Tasks
Sessions
Company Record
Branches
Documents
Team
Data Vault
Regulatory Changes
Dana Whitfield
dana@harborlane.example
Team
Bulk Actions ▾
+ New User
All Users
Licensed Individuals
Key People
Licensed Individuals (12)
Filters
Search…
Share Dashboard
Select All
Add Tags (1)
Add Licenses (1)
Assign Licensing Manager (1)
Dana Whitfield
NMLS ID: 1234501
Marcus Lee
Manager
San Francisco HQ
Branch
MLO
Manager
To Do 6
In Review 2
Done 18
CA
TX
FL
+3
NV
AZ
WA
OR
Jordan Alvarez
NMLS ID: 1234502
Dana Whitfield
Manager
Austin
Branch
! Education Missing
! Testing Missing
To Do 11
In Review 2
Done 7
TX
OK
LA
NM
AR
Priya Raman
NMLS ID: 1234503
Dana Whitfield
Manager
San Francisco HQ
Branch
MLO
! Testing Missing
To Do 5
In Review 2
Done 17
CA
NY
NJ
+2
CT
MA
PA
Sam Okafor
NMLS ID: 1234504
Marcus Lee
Manager
Chicago
Branch
MLO
To Do 4
In Review 1
Done 12
IL
WI
IN
+1
MI
OH
MN
Elena Brooks
NMLS ID: 1234505
Marcus Lee
Manager
Miami
Branch
To Do 7
In Review 0
Done 9
FL
GA
SC
+2
NC
TN
AL
Chris Navarro
NMLS ID: 1234506
Dana Whitfield
Manager
Denver
Branch
To Do 3
In Review 1
Done 15
CO
UT
ID
+1
WY
MT
KS

Company Record

One verified record of the company, filled in automatically as tasks are completed and documents are uploaded.

Harbor Lane Financial
NMLS: 123456
Dashboard
Notifications
8
Licenses
Reports
Tasks
Sessions
Company Record
Branches
Documents
Team
Data Vault
Regulatory Changes
Dana Whitfield
dana@harborlane.example
Company Record (All Entities)
Secure
Everything Brico has collected about your company, kept in one place. Fields fill in automatically as you complete tasks and upload documents.
Overview
Ownership & Management
Branches
Financial
Documents
⚠ 3 Fields Need Attention
Add Fields
Harbor Lane Financial · HL1
HL1 · Verified against NMLS
View Tasks
Export
Edit
Legal Name
Harbor Lane Financial LLC
✓ NMLS
Updated Oct 2, 2026
DBA / Trade Name
Harbor Lane
✓ Company Setup
Updated Oct 2, 2026
EIN
••-••••••10
Articles of Org
Updated Oct 2, 2026
Entity Type
Limited Liability Company (LLC)
✓ Company Setup
Updated Oct 2, 2026
Date of Formation
August 3, 2019
✓ Company Setup
Updated Oct 2, 2026
State of Formation
Delaware
Articles of Org
Updated Oct 2, 2026
Fiscal Year End
December 31
Entered
Updated Oct 2, 2026
Licenses
Active
12
Applications in Progress
9
Reports Due This Period
12
Renewals Due This Period
3
Addresses
Principal Office
1400 Market Street, Suite 200, San Francisco, CA 94103
✓ Company Setup
Updated Oct 2, 2026
Mailing Address
Same as principal office
Entered
Updated Oct 2, 2026
Registered Agent Address
⚠ Not provided yet
Contact
Main Phone
(415) 555-0142
Entered
Updated Oct 2, 2026
Website
harborlane.example
Entered
Updated Oct 2, 2026
Primary Contact
Sarah Reyes · sarah@harborlane.example
Entered
Updated Oct 2, 2026