How it works
Three steps from sign-in to a clear calendar.
01
Log in with your MyFL account
Your credentials are issued by My Financial Life. One sign-in, and OnDeck knows exactly which appointments belong to you.
02
See your appointments — or your team's
Agents open straight to their own book. Managers and principals get the wider view, grouped by agent and by agency.
03
Manage and update in real time
Book, reschedule, complete, or cancel in a couple of clicks. Everyone with visibility sees the change immediately.
Access levels
Everyone sees exactly their slice of the organization.
Scope is enforced at the data layer, not just in the interface — an agent's account can only ever return an agent's appointments.
Agent
Own book
See and manage only your own appointments — your book, nothing else.
- Book, reschedule, complete, cancel
- Personal weekly and monthly stats
- Scope locked at the data layer
Agency Manager
Whole agency
Your own book plus every appointment belonging to agents in your agency.
- Agency-wide calendar grouped by agent
- Assign appointments to any agent on the team
- Everything an agent can do
MyFL Principal
All agencies
Organization-wide visibility across every agency under My Financial Life.
- Every appointment in the organization
- Filter and compare by agency
- Assign work to any agent, anywhere