Dashboard
Control center for monitoring cases, follow-ups and bank processing.
Follow-up Control Center
Cases that require the next action.
Smart Action Center
System-suggested actions based on case status.
Live Pipeline
Overview of active cases by workflow.
Bank Performance Snapshot
Submission and approval performance by lender.
Overall Conversion
Submission → Approval.
Cases Management
Manage qualified cases that have been confirmed for submission.
| CASE | CLIENT | PRIMARY BANK | STATUS | POTENTIAL | FOLLOW-UP | ACTION |
|---|
Follow-up Center
Manage overdue, today's and upcoming follow-ups.
Smart Follow-up Scheduler
Priority follow-ups based on case urgency.
Live Pipeline
Visual overview of all active cases.
Reports & Analytics
Bank performance, rejection analysis and conversion.
Bank Performance
Approval rate based on decided submissions.
Bank Ranking
Ranking based on approval performance.
Rejection Analysis
Most common rejection reasons.
Case Funnel
Progress from submission to fee paid.
Finance & Consultant Fees
Monitor disbursement, consultant fees, collections and outstanding revenue.
Fee Collection Overview
Total consultant fees collected vs outstanding.
Monthly Revenue
Consultant fee collected by month.
Outstanding Consultant Fees
Cases with outstanding consultant fees.
| CASE | CLIENT | DISBURSED | FEE | PAID | OUTSTANDING | DUE DATE | ACTION |
|---|
Lenders Directory
Banks and cooperatives available for submission.
Lender Management
Manage lenders, status, performance and submission access.
| LENDER | TYPE | STATUS | SUBMISSIONS | APPROVED | APPROVAL RATE | APPROVED AMOUNT | ACTION |
|---|
Alert Center
All items requiring action for active cases.
Action Required
Alerts requiring action.
Upcoming
Upcoming items.
Activity & Audit Trail
Record actions, workflow changes and system activity for each case.
Activity Log
Who did what, on which case, and when.
Workflow Automation
Automate safe follow-up actions and keep cases moving without changing bank decisions automatically.
Automation Rules
These rules only update safe actions/priorities; bank status is not changed automatically.
Pending Actions
Cases that will be affected when automation runs.
Automation History
Record each automation run and the changes made.
Settings
System preferences and data controls.
Workflow
Basic system settings.
Data Management
Export portal records or review an import before applying it.
Document upload is intentionally not used. The system focuses on qualified cases, bank processing, follow-ups, disbursement and consultant fees.