Deal Dashboard
Create a Deal Dashboard
Deal Dashboard
To create a Deal Dashboard, simply navigate to your admin dashboard and click on the “Create a Deal Dashboard” button.
Steps to create
Creating a Deal Dashboard should take less than a minute
The Deal Dashboard creation process is twp steps:
- Borrower information
- Loan information
Creating dashboards more quickly
For users that are serious about efficiency, the time-to-create a Deal Dashboard can be reduced dramatically by configuring integrations.
There are a number of integrations which will help you create reports more quickly:
- CRM system (prefill property and borrower information)
- Point-of-sale (POS) system (prefill property and borrower information)
- Loan origination system (LOS)
- Marketing automation platform
Customizations
You can change the look and feel of your customer’s Deal Dashboards to match your brand.
For more information about customization see Customize to fit your brand.
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