When you login to Loanapp for a lender, your home page will be the Application Dashboard for that lender.
The Application Dashboard is where all your applications, created either through direct login or via your Aggregator CRM, will be listed.
You are able to use Application Dashboard to manage your pipeline, and check things like application status.
Access to Application Dashboard
You will automatically have access to a Lender's Application Dashboard as soon as you are onboarded to Loanapp.
Your login will be your email. When you first get to the Application Dashboard you will need to set your password, which you can do by entering your email and clicking Set or recover password:
Follow the prompts and then login.
When you login, you will be presented with Application Dashboard. It will be 'empty' if you have not created any applications for this Lender.
If/when you have created applications for this lender, they will be listed on your Dashboard:
Creating Loanapp Applications to appear on your Application Dashboard
Each Lender you have access to will have it's own Application Dashboard. Applications will be listed on your Dashboard if you:
create an application via your Aggregator CRM or,
where you are allowed to, via the NEW button on the dashboard (ie via Direct access)
Note that many lenders only allow brokers to create applications from within their Aggregator CRM.
Check the Status of an application
The primary purpose of the Application Dashboard is it gives you a quick understanding of the status of your application. There are two layers of Status in Loanapp submissions:
Status - these are high level statuses such as Open (not submitted), Assessment, Decision, Solicitors etc
Sub-status - these are sub-statuses within the high level Statuses; and are set by the Lender during assessment. eg within the Status of Decision is Conditional Approval, Formal Approval etc
Configure your Dashboard
For each of your applications, you will have a number of columns of detail on the dashboard. You are able to configure these columns so that your dashboard is displaying what you find valuable.
To configure your dashboard, click on the cog on the far right of the screen:
This will open up a window with all the columns of detail that you can configure to appear, per application line item:
Re-order your existing configuration
The top row is your existing Dashboard configuration. If you are happy with the column selections, but want to re-order them, you are able to click on any of your items and drag it to another position on your dashboard. In this example, I am not too interested in the App Created Date, so I am going to move it further along the dashboard:
If you click "apply changes", your dashboard display will update.
Add/remove Dashboard columns
The bottom section is all the available columns of detail that you can add to your dashboard.
the ticked items are already configured in your dashboard
the unticked items are additional items you can add to your dashboard
To Remove items from your dashboard - untick them
To Add items to your dashboard - tick them
Once new items are ticked, they will be added to the top layer, where you can then re-position where they will appear on your Dashboard.
Filter your Dashboard
The AMP Application Dashboard also has some great filtering tools.
Filter via 'Set' Dashboard Controls
Your Dashboard has a number of "set' controls that you can use to filter your applications. The main Dashboard filtering controls are:
Toggle to see:
Only your own applications - on this example, Kate Broker would only see Kate Broker applications
Show All Apps - where you are part of a brokerage, your dashboard can be configured so that you can see not only your own deals, but also those deals of your colleagues.
OR, if you are a broker support that works with a bunch of brokers, you will be able to see all their deals in the one place
Search by name, number - this allows you to search for a specific application, by the Applicant name, or by the Application number
Filter by column - click on any of the columns to filter by their values (eg A-Z, highest - lowest, etc)
Filter via Dashboard elements
For a more sophisticated filtering mechanism, click the "Filter" control on the far right:
A side-window will appear with a whole set of filtering controls that you can use, to drill down into your applications to find specific applications or sets of applications:
If you click Apply, this filter will set in your Dashboard. In this simple example, I have set the filter to show me all the applications with the Status of "Assessment":
Any set filters will be visible on the dashboard, and you are able to remove any filters by clicking on the filter x
Save Favourite Filters
You are also able to create filters that you can click on/off as you need to, via the Saved Filters
In the following example, I have a saved filter that I can click on/off to show me all Deals to Settle:
To remove the filter, I can simply click on the saved filter, which will stop filtering, but because it is saved, I can click it back on at any time.
Click through to Loanapp, and other modules, for an application
An important aspect of the Application Dashboard is the ability to click-through to Loanapp, and other modules of functionality. On each application record line, you will have three dots appear on the far right, if you hover on a record:
If you click on these three dots, you will see click-throughs to the Loanapp record; and other functionalities:
If you click on any of these click-through controls, you will have that module open up on a new Tab:
Loanapp - opens your Loanapp record for that application
Documents - takes you to the supporting documents module for that application
Info Requests - takes you to the Info Request module for that application
Serviceability outcome - takes you to the full breakdown of the serviceability outcome