Type an FRN number, firm name or postcode — MANO will choose the right lookup.
Checking FCA Register…
Risk Checker
Risk Checker is not enabled for this organisation.
Vehicle Asset Risk
Use a registration lookup or enter the vehicle manually. The proprietary score is calculated server-side.
Pick a recognised vehicle if it appears, or type make/model below if it doesn’t.
Start typing to pick a saved dealership, or leave blank.
Risk Result
Fill in the vehicle details to see the risk band and score.
Deal Pack
Enter the dealer, website and reference details. MOT/FCA and Google can run live; CreditSafe stays manual until API access is wired.
Deal Pack Output
Run live checks and generate the pack here.
Dealers
Search dealerships, review FCA/Google evidence, and send a dealer straight into a Deal Pack.
Risk Admin Settings
Control dealer card visibility and the daily server-side FCA/Google checker.
Dealership Management
Import Dealer Catalogue
Upload the Hermes dealer JSON privately into Supabase; no public dealer file is exposed.
Formula Controls
Managers can edit coefficients; formulas still execute only in the Edge Function.
Dealer Directory
Check Log
Manager Review Queue
Submit Feedback
Got an idea, a feature request, or found a bug? Add it here. Report anything that's not working, or suggest something new — your team can vote, and the most popular items rise to the top.
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🏛️ Sales Council
A private space for council members to log feedback, share ideas, track issues and read management updates.
Welcome to Sales Council
This is your space to log feedback, share ideas, and stay across what's happening. Everything here is visible to council members only.
Recent Activity
Log Feedback
Feedback Log
Log Idea
Ideas
Log Issue
Issues
Meeting Log
Council Updates
👑 MANO Admin
Platform controls, user approvals, usage analytics and Smart Send tracking.
Recent Platform Activity
Risk Admin
Risk Checker admin lives here. Open the exact area you need without scrolling through one giant admin wall.
Floor View
Live team workload, priority leads and manager pulse responses.
Active Pulse
No active pulse.
Team Outlook
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Name
Email
Organisation
Plan
Signed Up
Last Active
Portal
Status
Actions
Create Organisation
Name
Slug
Brand
Users
Org Plan
Status
Actions
Resource Sharing
Choose which organisation's Library resources can appear for other organisations or specific users. Changes publish through MANO realtime.
Hold Cmd/Ctrl to choose more than one. Leave empty when sharing to specific users only.
Optional. These users see the source Library even if their organisation is not selected.
Source
Shared With
Resources
Status
Actions
Top Users
Name
Org
AI
Templates
Deals
Leads
MOT
Quotes
VAT
Comm
Feature Usage
Daily Active Users
Daily Active Users
Shows real feature usage, not just logins. Login-only users are not counted as active.
User
Organisation
Plan
Active days
Current streak
Longest streak
Last active
Top feature
Action
Logged in, no feature use
These users opened MANO in the selected period but did not use a tracked feature. They do not count as Daily Active.
User
Organisation
Plan
Logins
Last login
Last feature used
Days since feature use
Action
Auto-downgrade Settings
Switch Auto-downgrade on or off per organisation from the Organisations tab. Keep it on for free/trial orgs to protect MANO from inactive use, and turn it off for paid clients you want protected.
Recent Auto-downgrades
Date
Organisation
Previous
Users
Last usage
💷 Value AssumptionsEdit these and every figure below recalculates instantly
Usage, deals and fee rates are measured from real portal data — these four assumptions only set the conversion into pounds. Adjust them for the organisation you are presenting to. Hourly cost guide: £25k basic ≈ £14/hr including employer NI and pension.
Feature Breakdown
Feature
Uses this period
Saving per use
Total saved
Per User Breakdown
Name
Organisation
Loan calcs
Templates
AI uses
MOT checks
FCA checks
VAT calcs
Total saved
Per User Working Time Breakdown
Based on active users in the selected organisation/filter. Working week = 5 days. Working month = 20 days.
What this looks like at scale
Projection based on current usage patterns and the current average saving per active user.
AM Name
Customer
Created
Opened
Open Count
Cars Clicked
Car Portal
Status
Pack Link
Call Coach Upload
Upload a downloaded call recording. MANO stores the file privately, creates the review, then asks Call Coach to transcribe and score it.
This only controls the temporary playback link. The recording stays private.
Call Coach Reviews
Upload one real call first. Reviewed calls will show here newest first.
AM Name
Leads Taken
In Payout
Converted
Conversion Rate
Deals By AM
AM Name
Organisation
Deals
Fee Deals
No Fee
Unwound
Fee Rate
Average Fee
Latest
Deal Log
Date
AM Name
Organisation
Customer
Fee
Amount
Status
Managers
Appoint a manager, choose one organisation, then choose which admin tabs and actions they can use. Managers never see admin accounts or other managers.
User
Organisation
Manager
Allowed Tabs
Actions
Save
Admin Access
Give trusted people full admin access. Only the owner account can grant or remove admin access.
User
Email
Organisation
Access
Action
Organisation Pulses
See every organisation's pulse activity, response totals and active check-ins. Close an active pulse when it is no longer needed.
Organisation
Question
Type
Sent
Expires
Responses
Status
Action
Council Cleanup
Clear old council records when you need to tidy the board. Each action asks for confirmation first.
Current Council Members
Post Council Update
Open Council Items
Create Meeting Entry
Message Monitor
Time
User
Conversation
Message
Status
Actions
User Management
Name
Role
Today
This Week
This Month
Last Message
Status
Actions
Channels
Name
Type
Members
Today
Created By
Actions
Group Chats
Name
Members
Today
Created By
Created
Actions
Flagged Messages
Flagged Keywords
Activity Analytics
Messages Per Day — Last 30 Days
Peak Messaging Hours
Most Active Users
Conversation Type Breakdown
Connect Settings
💡 Feedback — All Organisations
Every feature request and idea across all organisations, organised by status and sorted by votes. Changing a status moves the item into the matching section everywhere.
Create Survey
Create an active popup survey for all users, one organisation, or a few selected organisations. Users answer once, and results appear here.
Must-do means no “Not now” button, and every question must be answered.
Survey Results
Callback Policy
Set the default number of days before overdue callbacks move into Needs Review. An account manager's personal setting still takes priority.
Organisation Preview
Temporarily view MANO as another organisation without changing your real account organisation.
Announcement Banner
What's New Pop-up
Portal Controls
Use this after a live push when you want everyone’s portal to reload without changing the version number.
Maintenance mode and permanent auth deletion need a Supabase server-side function/service role before they can safely affect every user.
Action Pop-up
Show a reusable pop-up with a note and optional action button, such as exporting MANO data before maintenance.
Call Coach Review Cleanup
Control how long Call Coach reviews and their private recording playback files stay in MANO. Default retention is 7 days.
Loading cleanup setting...
Notification Manager
Admin-only control for portal updates, announcements and What’s New notifications. Use × to remove an accidental notification for everyone.
Open Settings to load notifications.
What's New
Tips & Tricks
Sidebar Order
Control the sidebar groups and the order of items inside each group for everyone.
⌄
Groups
Items
Team Favourites
Pin shortcuts into everyone’s Favourites section for the current team. Users can reorder these inside Team, but cannot remove them.
⌄
MANO
Account Pending
Delete account?
This deletes their MANO portal data. Use Ban first to block access before removing data.
This action cannot be undone.
Active devices
Feature Access
Control which MANO features this user can see in their sidebar.
Change Plan
Choose the user's new MANO plan.
Your Details
These details are used on generated templates and quick copy messages.
Show Contact Details
Uses your email and phone number on templates instead of only your name.
Edit Lead
Free plan lead limit
Free accounts keep 10 visible Deal Board leads. If you add this lead, your oldest lead will move out of view. You can carry on, clear a different lead first, or upgrade for the full board.
Edit Logged Lead
Export Lead Tracker
Export Type
Time Frame
Log Paid Deal
Used for WeFinanceAnyCar warranty tracking.
Edit Deal
Your next useful habit
Get more from MANO.
Quote quicker. Follow up sooner. Keep more deals moving. Choose what matters to you and learn by doing, one useful task at a time.
Welcome to MANO.
Want a quick tour of the portal? We'll show you what everything does in under 2 minutes.
Library Resource
Resource
📄
Deal Pack Preview
Review the evidence pack before printing or saving as PDF.
Favourites
Add Shortcut
Manage Yours
Progress Recap
Choose the months to recap, then generate.
Choose what appears
Settings
Signed In Account
M
Signed in
—
This is the MANO account currently active on this device.
Commission Plan
Commission structure
Sets the bonus tiers and unwind credits used across your dashboard and calculator.
Celebrations
Deal & Bonus Celebrations
Celebrate paid fee deals and each new commission bracket you reach.
Celebration Sound
Keep the animations but mute their short sound effects.
Appearance
Light / Dark Mode
Switch the portal between dark and light colours.
Incognito Mode
Hide MANO branding and switch to a plain blue workspace style while you work.
Navigation Layout
Choose the modern workspace menu or a compact hover sidebar.
Preferences
Floating AI Button
Show a quick-access AI button in the bottom corner of every page.
Loan Criteria Greeting
Add the greeting and your sign-off when copying Send Criteria from the Loan Calculator.
Done Moves Initial Calls
When you mark an Initial Call callback/task as Done, move that lead into Pipeline automatically.
Age Initial Calls Into Pipeline
Optional: move untouched Initial Call leads into Pipeline after your chosen number of days.
Monthly Recap
Replay Last Month
View your previous month’s results and replay the new-month experience. Previewing does not change your figures.
Notifications
Callback Badge
Show a count of overdue callbacks on the Deal Board sidebar item.
Morning Callback Triage
Show your overdue callback review once each day when you return to MANO.
Stale Callback Threshold
Move callbacks older than this into Needs Review without deleting them. Leave blank to use your organisation default.
days
Connect Badge
Show a count of unread Connect messages on the sidebar. Turn off to mute.
Portal Tutorial
Explore interactive guides for the features available to you.
Refer a Friend
Your referral link
Share this with other account managers. When they sign up you both benefit when they upgrade.
You've referred 0 people
Dashboard
Show Projection
Display the projected end-of-month deals card on the Dashboard.
MOT Checker
Show Number Plate
Display a CSS registration plate at the top of MOT results.
Show Vehicle Image
Display a representative car image below the number plate.
Paid Tracker
Clear deals for the current month or all months.
Deal Board
Clear all leads from the customer journey board.
Full Reset
Put the portal back to the original default setup. This clears saved deals, leads, custom templates, hidden templates, and preferences.
Tip: Export a backup before clearing anything.
Account
Sign out of this MANO account on this device.
Admin
Approve, suspend and manage MANO accounts.
Pending Accounts
Active Users
Suspended Users
Your monthly MANO recapPreview mode
Your month is complete.
Your results are being prepared.
Loading your month...
🔥
Fresh month. Clean tracker.
Your new month starts now.
Your previous results are safely stored in Paid Tracker.
Add Callback / Task
Reschedule / Edit
☀️ Morning Callback Triage
Clear or reschedule your overdue callbacks before the day gets busy.
This review appears once per day. You can turn it off in Settings.
Booking Link
Share this link with customers so they can book a callback slot directly into your calendar.
Your Availability
Add exact dates and time windows. Customers will only see these saved slots.
Template
Add the boxes this template needs. Click a green field code to put it into the message.
Manage Stages
Hide whole stages here, or restore any templates you have hidden from the generator.
Quick Template
Customize Sections
Working Templates
Copy a stage template for this lead.
E-Sign
Choose how you want to handle this payout e-sign.
Use Smart Send when you have an e-sign link to track. Use Mark As Done when the lender sent the e-sign directly by email.
Handover
Review the subject and email before copying or opening it.