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Move Bank Application Dashboard

Access and Manage your Move Bank Loan Applications

Written by Kate Gubbins
Updated over 2 weeks ago

This tutorial, introduces, the application dashboard where you will manage, submissions, create new records and receive status updates on applications.

Login to Application Dashboard

Introduction

Enter your User Credentials

To log into your application dashboard, you will need to enter your login which is your email.

Enter Your Email Address

And then, the password that you have set when you received your invitation to learn app.

Access Password Field

Submit Login Credentials

Enter a Verifier Code

You will need to enter a verifier code generated on your authenticator app.

Enter Verification Code

And you will now log into the application dashboard.

Submit Verification Code

Application Dashboard

With your very first login, your application dashboard will be empty.

Access Application Dashboard

Create an Application

To create a loan app record. Click on "New":

Create New Loan Record

This will create a new loan app record for you to complete.

Start New Loan Application

The new Loanapp record will be created, and you can work through the interface to capture details of your applicants, their financial position, the security property and Loan details, the compliance questions:

Expand Summary Section

Generate any application outputs for review and signature

Access Submission Tab

Generate your supporting documents checklist to upload required supporting docs against

Generate Supporting Documents Checklist

And finally submit your application to move bank for assessment.

Submit your application

Back in the Application Dashboard

Back in the application dashboard, when you have created applications they will be listed on the dashboard with the status of open. Over time, your submitted applications will also be visible and you can check the status on each of them as Move Bank assess your deal:

Return to Application Dashboard

Access Loanapp, and other modules

On each of the application records, you have an ellipsis control on the far right:

Record controls

This control allows you to click through to the Loanapp record, or directly to the supporting documents or info request modules, for that record.

Click through to Loanapp Modules

Filter your Dashboard

The application dashboard has some great features to help you manage your applications. You are able to filter your applications by clicking on the Filter control:

Filter your Dashboard

Which allows you to filter with details such as the application participants:

Filter Controls

The timing and status of the application:

Filter Controls

And any of the application details:

Filter Controls

Add Saved Filter

You can even create saved filters that are then available to click on and off when you want to.

Add Saved Filter

To do this name and save your filter and then set the conditions for the filter.

Save Filter

The saved filter will always be visible to switch on and off as you please.

View Saved Filter

Configure your Dashboard Columns

You are also able to configure the columns on your dashboard to do this. Click the configuration Cog here:

Configure your Dashboard

A column settings control will open listing all the columns that you can switch on and off in your dashboard:

Configure your Dashboard

When you've made your changes, click apply changes, and your dashboard columns will be updated.

Apply Changes

Sort your Dashboard records

Finally, you are able to sort your dashboard records by clicking the column heading of any of the columns.

Sort your Dashboard

If you click a second time, you will reverse the sort and a third time will remove the sort.

Sort your Dashboard

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