📊 Dashboard – The Main Dashboard shows several snapshots of the pipeline. Each time a deal is added or changes status, it will be shown as part of the statistics on the dashboard. Deal information is displayed "live" as soon as it is captured or as soon as a deal changes status.
🗂 Applications – View Applications and their stages as well as multiple Pipelines. Toggle between My Applications and All Applications to see only deals you are tagged to or all deals. If no team members are assigned, all applications will be viewed by all of your team.
🏢 Companies – View a list of companies that have applied for financing and their contacts. There are many actions that can be taken in Clients. 1) View all of your clients (applications) and their contact information; 2) Assign applicants roles, such as Primary Contact, Guarantor, etc.; 3) Assign and Manage all business relationships such as Vendors, Partners, Brokers, etc. 4) Run on-demand business reports on the applicant or its customers; and 5) View a quick list of all documents uploaded by a client.
🆕 New Application – Start an Application on behalf of a client, Send a Link to your application. This will create an Application with a matching Company and Contact.
👤 Contacts – A simple list of contacts. These are not applicants nor are they tied to applications, they are contacts listed for sales, follow up, or other purposes.
📩 Document Manager > Email Templates – Set up Email templates. This includes internal, external, automatic and manual email templates.
📝 Document Manager > Document Templates – Set up documents to use as general templates that will not be edited each time. Ideal use for Term Sheets, Agreements, Proposals, Tax forms, etc. Set these up with "placeholders" (special merge fields) so Decipher will auto-populate information from applications automatically.
📑 Document Manager > Document Groups - Set up groups of files that will be sent each time to clients all-together to save time.
APPLICATION TEMPLATES - Access a Preview of each application template, Edit application templates, Grab the Web Code of each application template, and Create New application templates. NOTE: Please DO NOT Edit Application Templates unless you have Admin user rights and have been trained. Even a small change to a template can delete important information, affect third party data services configured in your account, and be detrimental. If you have questions or requests, reach out to your Admin or Decipher Support.
📦 Products - Edit the product parameters and pricing for each of your financial products or Create a New product (Admins only).
🔎 Decipher Analytics - Self-serve dashboards and advanced analytics reports directly from the dashboard. For questions and requests contact Decipher Support.
