<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 VIP Partner page is structured into three main sections: VIP Partners, Partners, and Partner Opportunities.

VIP Partners

This section provides key performance metrics for VIP partners:

• Lead Distributed: Displays the number of leads distributed to each VIP partner.
• Lead Received: Shows the number of leads received by each VIP partner.
• Partner Unit Closed: Indicates the total number of units closed by each VIP partner.
• Partner Amount Closed: Displays the total monetary value of deals closed by each VIP partner.

Partners

This section contains contact information and search functionality for all partners:

• Partner: Lists the name of each partner.
• Phone No.: Displays the phone number of each partner.
• E-mail: Shows the email address of each partner.
• Search Option: Provides a search feature to find partners by name.

Partner Opportunities

This section allows for the management and viewing of partner opportunities:

• Details Displayed:
  • Name: Shows the name associated with the opportunity.
  • Partner: Displays the name of the partner associated with the opportunity.
  • Status: Indicates the current status of the opportunity.
• Send Lead : Allows for the addition of a new lead to the partner opportunities list.