Dashboard Screen

The Admin Dashboard displays all the deals created by the admin.

Features:

      ●      View All Deals: Displays a list of deals created by the admin.

      ●      Add New Deals: Allows the creation of new deals.

      ●      Add Processors: Enables adding new processors.

• Related Articles

• Dashboard Screen

  ● The Dashboard Screen is the main interface for the Processor, where they can view and manage all Deal Details assigned to user. Key Features: ● View Assigned Deals ● Add LMS Data ● Add Contracts ● Download Certificate ● View Loans (Enabled only ...

• Add Field Screen

  ● The Fields Dashboard is accessible to admins and displays all the fields created for a Deal. Key Features: ● Admins can view all existing fields associated with a deal. ● New fields can be added as needed.

• Login Screen

  INPUTS INPUTS TO BE GIVEN Email ID Admin or Processor Email address Password *************** User Role Admin or Processor On the Login screen, users must enter their Email ID, Password, and User Role as input.

• Onboarding Certificate Data Screen

  The OnBoard Certificate screen is accessible to admins and allows them to manage certificate-related messages for a specific Deal. Key Features: ● Admins can view all onboarded messages associated with a particular deal. ● New certificate data can be ...

• DD Report Screen

  The DD Report Screen allows users to verify whether the LMS Data and Contract Data are a Match or Mismatch. Key Features: ● Displays Deal Name, Deal ID, LMS File, and Zip File for reference. ● Identifies mismatches between contract and LMS data with ...