Product preview
See what a coach sees
This preview shows the current read-only Coach workflow: linked clients, shared debt details, and recency-based follow-up cues.
Synthetic demonstration. The names, balances, activity, and accounts below are invented examples. They are not customer data or customer results.
Sample workspace
Northstar Debt Coaching
Read-only client-shared data
Client records
3
Sharing data
2
Needs follow-up
1
| Client | Shared debt balance | Plan-data activity | Status |
|---|---|---|---|
| Sample client — Taylor | $28,450 | Updated 2 days ago | Current |
| Sample client — Morgan | $41,820 | Updated 24 days ago | Follow up |
| Sample invitation — Casey | Not shared | Invitation sent | Invited |
Taylor's shared debts
The Coach view is read-only. Taylor remains in control of these inputs.
| Account | Balance | APR | Minimum | Due day |
|---|---|---|---|---|
| Sample Visa | $12,400 | 22.99% | $310 | 18 |
| Sample student loan | $11,250 | 5.50% | $145 | 7 |
| Sample auto loan | $4,800 | 6.90% | $220 | 24 |
Invitations preserve client control
A client signs in, accepts the invitation, and can later revoke access. Coaches never need the client's password.
The paid Coach workspace monitors client-shared data. It does not let a coach edit a client's debts or create and run a payoff plan on the client's behalf.
Want a walkthrough before choosing a plan? Tell the founder how you work with clients so we can assess the fit.
Email the founder for a walkthrough