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Accessing Omni from the Loan application dashboard in Tama
Accessing Omni from the Loan application dashboard in Tama

You can open Omni for any application directly from the Tama Loan application dashboard

Ricky avatar
Written by Ricky
Updated over a week ago

When you want to get to Omni dashboard for an application, you can navigate there from the Tama dashboard in two ways:

  1. You can find your specific application in the dashboard, and then select OMNI in the modal (three dots) on the right of the record. Here I have selected the options for the O'Donnell application:

This will take you to the Omni dash for the O'Donnell application.

2. Without specifying an application, you can use the menu in the top ribbon to navigate straight to Omni by selecting Solutions/Application Processing/Omni:

This method will take you to Omni, but will not have selected a particular application record. To find the application/record you were after, use the dropdown at the top of the screen:

In Omni, you are able to view the status of the application and review & complete any tasks set to you by the Lender as they assess your application:

For more information on the Omni functionality, click here.

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