Create a Deal Dashboard

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Deal Dashboard

To create a Deal Dashboard, simply navigate to your admin dashboard and click on the “Create a Deal Dashboard” button.

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Steps to create

Creating a Deal Dashboard should take less than a minute

The Deal Dashboard creation process is twp steps:

1. Borrower information
2. Loan information

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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:

1. CRM system (prefill property and borrower information)
2. Point-of-sale (POS) system (prefill property and borrower information)
3. Loan origination system (LOS)
4. Marketing automation platform

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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.