Broker Lead Assignments

Overview

The Broker Lead Assignments page is the admin review queue for broker applications. When prospective brokers apply through the onboarding flow, their applications appear here for admin review, approval, or rejection.

Key Features

Application Queue Table

Each pending application displays:

• Company: Brokerage name and contact person
• County: Requested county and state for coverage
• Tier: Subscription tier (basic, premium)
• Contact: Email and phone number
• Applied: Application submission date
• Actions: View button for detailed review

Tier Badges

Visual indicators for subscription level:

• basic - Standard county coverage tier
• premium - Enhanced visibility and features

Review Workflow

1. Application appears in pending queue
2. Admin clicks “View” to review details
3. Review page shows:
   • Complete application information
   • Requested counties
   • Business documentation
   • Comment thread for internal notes
4. Admin can approve or reject with comments

Application Detail View

The view page includes:

• Full broker information
• County selection with tier pricing
• Stripe checkout status (if payment required)
• Append-only comment system for review notes
• Approval/rejection actions

Comment System

Internal review comments:

• Append-only for audit trail
• Records author and timestamp
• Visible only to admins
• Supports multi-reviewer workflows

Application Sources

Broker leads come from:

• /apply/broker - Public broker application form
• Referrals from existing partners
• Admin-created applications

Status Progression

pending → under_review → approved/rejected
                      ↓
              Stripe checkout (if approved)
                      ↓
              Active broker account

Broker Lead Detail View

The broker lead detail view provides comprehensive application review:

Company Information

• Company Name: Brokerage name from application
• Tier: Subscription level requested (Basic, Premium)
• Status Badge: Current application status

Primary Contact

• Contact Name: Applicant’s full name
• Email: Business contact email
• Phone: Contact phone number

County Assignment Request

• Requested County: County the broker wants to cover
• State: Associated state
• Action Buttons: Approve or Reject application with one click

Comments Section

Internal review comments for admin collaboration:

• Add review notes visible only to admins
• Track decision rationale
• Multi-reviewer workflow support
• Append-only for audit trail

Sidebar Information

• Application status progression
• Submission date
• Review history

Testing Results

• ✅ All 5 pending applications display correctly
• ✅ Tier badges show correct styling
• ✅ County and state information displays properly
• ✅ View links navigate to detail pages
• ✅ Contact information shows email and phone
• ✅ Date formatting displays correctly
• ✅ Comment system preserves append-only integrity
• ✅ Approve/Reject buttons trigger correct workflows
• ✅ Application status updates on action