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Applications
Last updated: 2026–05-27
The Applications section is where you view and manage loan applications: list and filter, open application details, review underwriting and offers, see history and documents, and assign or tag applications.
In this section
- List and filters – View the application list, search, and filter by status, tenant, assignee, product, and tags.
- Agent dashboard – Primary agent workspace (v2 Agent Dashboard): search, filters, column layout, export, and queue management. See also Use cases and Workflows.
- Application detail – Hub for the v2 detail page (two-column layout, stages vs outcomes, tab map).
- Assigning and tags – Assign applications to users and manage tags.