About the Dashboard

When you log into your Partner Account, the first screen you see is the dashboard. In the dashboard, you can view the following information:

  • Latest Loans, with the current loan step for each loan
  • Total Loan Applications
  • Active Loan Applications
  • Funded Loans

You can use the dashboard to do the following:

  • View all loans, and use sorting filters with criteria such as application step and loan state
  • Generate and export reports detailing all loans for the month
  • Access useful resources, such as Purchase Calculator, Library, and Referrals
  • Create a new loan application to complete now, or email an application to your customer to complete later

You can also access your Account Settings where you can change your password, and add employees to receive Email Notifications.

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