Dashboard Screen

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 after reconciliation is complete)

Status Updates & Loan Visibility:

      ●  When a Deal is created, the initial status is "Created".

      ●  After uploading the LMS file and Contract, the status updates to "Uploaded".

      ●  Once Reconciliation is completed:

                  ○  The Processor receives a Reconciled status email.

                  ○  The status in the dashboard updates to "Reconciled".

                  ○  The "View Loans" icon is enabled, allowing the processor to access loan details.



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