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Agent Dashboard
Last updated: 2026–08-19
Agent Dashboard is the application queue: search, filter, open a file, review underwriting and offers, and assign or tag work. In the dashboard sidebar this item is labeled Agent Dashboard.
Best practices
- Start from the list or agent dashboard, then open one file. Do not work applications from a private list of IDs.
- Use filters (status, assignee, product, tags) before you scan. See List and filters.
- Assign and tag a file when more than one person will touch it. See Assigning and tags.
- For a full originate-to-offer path, use Originate a personal loan.
In this section
- List and filters – View the application list, search, and filter by status, tenant, assignee, product, and tags.
- Agent dashboard – Applications list with configurable columns for agents (CSRs, underwriters, reviewers): available columns, selected columns, column picker, status summary, and typical workflows.
- Application detail – Detail view hub: tabs, Update Status, Overview panel, Auditor/sandbox notes, and links to per-tab guides.
- Underwriting tab – Credit pull, decision flow, offer table trace, and AI blocks.
- Offers tab – Selected offer, eligible offers, amortization, and manual offer.
- Assigning and tags – Assign applications to users and manage tags.