The old Deals board started showing its age, so we gave it a makeover. We moved a few things around to improve the user experience by making tools easier to find and jobs easier to complete. This article highlights the key changes. The video gives you a more comprehensive 360 overview.
To see a side by side comparison of the classic view and new view, click here.
Contents
Prerequisites
None.
Video walkthrough
Watch the video to get a full view of the new navigation.
Top 9 Deal board highlights
1 Summary panel
The summary panel at the of the page displays key data in four widgets. Click the icon in the top left corner to hide or unhide the panel. Click the arrow next to a widget name (e.g. Applicants) to review and update details in the centre panel.
2 FinanceVault info
FinanceVault info is easy to find. Go to the left side of the summary panel, and you'll see all of your pending document requests (i.e. Approved, Pending, and Rejected) and the notifications bell icon. Click the arrow icon to open the FinanceVault portal in a new browser tab.
3 Broker code
The Lender widget displays the broker code, if available. It's a handy resource if you need to contact the lender and get information about a client's application.
4 Deal details
Scan the Deal widget for information like the loan amount and important dates.
5 Deal tags
Same icon, new location. Click the icon next to the Stage field to open the Deal tags window.
6 Stage selector
This drop-down is at the top of the page, which means changing stages just got a lot faster.
7 Sync
Click this icon at the top of the page to update available app integrations. Select a menu item and follow the sync instructions.
8 More
In days gone by, this humble icon was known as the More button. Today, it has a smaller digital footprint but delivers the same menu of features.
9 Loan structure section
Go to the column on the left side of the screen to access all sorts of loan details. Expand a folder to get links to details that display in the centre window.
