<aside> <img src="/icons/list_gray.svg" alt="/icons/list_gray.svg" width="40px" /> Table of Contents

• Super Admin
• Loan Officer
• Loan Officer Assistant
• Branch Manager
• Borrower Journey
• Partner Journey
• Processing Manager </aside>

The dashboard page is divided into three main sections: Top Partners, Recent Activities, and Opportunities.

Top Partners

This section provides a visual representation and summary of the performance of top partners:

• Bar Graph: Displays the number of accounts closed by each partner.
• Total Opportunities: Shows the total number of opportunities.
• Total Amount Closed: Indicates the total monetary value of closed deals.
• Total Units Closed: Displays the total number of units closed.
• Amount of Opportunities: Shows the financial value of all opportunities.

Recent Activities

This section keeps you updated with the latest interactions and events:

• Recent Mails: Lists the most recent emails.
• SMS: Displays the latest SMS communications.
• Triggers: Shows recent automated actions triggered by the system.
• Notes: Provides a list of recent notes.

Opportunities

This section allows you to manage and view detailed information about opportunities:

• Details Displayed:

  • Name
  • MLO (Mortgage Loan Originator)
  • Purchase Amount
  • Address
  • Contract Closing Date
  • Status
  • Notes

• Functionalities:

  • Add New Lead: Option to add a new lead to the opportunities list.

  

  • Search: Ability to search opportunities by name and status.

This organized layout ensures easy access to critical information and efficient management of your activities and opportunities.