Sample Dashboard

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Storyboard Text

  • Stu is a new borrower, let me addhim to the system
  • Lenders can log into the web portal and create a new lead, deal or contact
  • Create New: Lead Deal
  • Customer Portal
  • Leads Deals Tasks
  • New Articles: How to apply for a loan FAQs for loan processing
  • System will automatically send targeted marketing emails to the new users and track their responses
  • Marketing campaign
  • Progress on the marketing campaigns look good. Looks like some of our customers have visited our new loan page.
  • System gives the capability to generate dashboards and reports with which they can closely monitor their borrowers and deals
  • It looks like we have some more deals in the pipeline. I should get in touch with Christina and ensure that she has the necessary information to proceed with the deal
  • Today's Task: Review submitted application from the client
  • Christina Samuel
  • Company Date of Birth Position
  • System gives notifications when a new Contact is added to the system
  • Phone Email
  • It looks like a new borrower has been added to the system
  • New Contact
  • Oh, I forgot I had to send the new loan application to Mike. Let me message and let him know I'll send it in the next half an hour
  • System gives real time notifications, and lets users send mails from the system through outlook. Users can also use the system to communicate with each other
  • Notification
  • Send the loan application to Mike
  • There are some new deals in the pipeline. It looks like we had more deals last month than this month. The deal dashboard for the quarter will have more information
  • Contacts added this month
  • Deals Dashboard - Last month deals
  • Looks like we have 10% more accounts than the last quarter
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