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 added as required

• Related Articles

• Add Certificate Data Popup

  Adding Certificate Data: ● Click on the Add Certificate Data button. ● A pop-up window will appear, allowing the admin to enter the following details: ○ Deal Name ○ Certificate Message ○ Message Type ● Clicking Add Certificate Data will successfully ...

• 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 ...

• 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 ...

• Add LMS Data Popup

  INPUTS INPUTS TO BE GIVEN File Excel file When you click on the Add LMS Data icon, a pop-up window will appear, allowing you to upload the latest LMS data in Excel format. Process: ● Select and upload the LMS data file (Excel format). ● The system ...

• 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.