Appearance
Overview panel (right rail)
Last updated: 2026–05-27
The Overview tab is the default right-rail panel when you open application detail. It is read-heavy but also hosts Assign and tags—actions that are easy to miss because they are not in the top header.
Sections
Application Overview
| Field | What it shows |
|---|---|
| Role | Multi-applicant role (primary, co-borrower, etc.) when applicable |
| Status | Application stage with color-coded badge (see hub page) |
| Outcome | Latest assignment/outcome name from workflow configuration |
| Created / Last updated | Timestamps in tenant timezone |
| Current step | Active wizard or flow step label |
| Product or Flow | Classic product template or Flow Builder flow name + version badge |
| Application URL | Applicant-facing wizard link (copy on hover) — classic products only |
| Client Portal | Portal link for the applicant — classic products only |
| Flow Preview | Flow Builder preview link — flow-based applications only |
Status label mapping
The API stores one stage string; the UI may display a friendlier label:
| Stored value | Displayed as |
|---|---|
| Pending | Incomplete |
| Document | Doc Requested |
| DocReceived | Doc Received |
| (others) | Same as stored (e.g. Approved, Declined) |
Campaign details
Visible only when lead buy is enabled for your user and the application has a lead source. Shows lead source, campaign, and sub-campaign names/IDs.
Assigned
| Control | Behavior |
|---|---|
| Assign badge | Click to open assign modal; shows avatar + name when assigned |
| Tags | Click Add tag or existing tags; remove tag via × on each pill |
Auditor: Assign control is visible but not clickable—cursor stays default and the modal does not open.
Analyst: Tag creation in the tenant catalog may be restricted; applying existing tags on the application is still available from this panel (see roles doc).
Applicant details
| Field | Notes |
|---|---|
| Full name, email, phone | Plain text |
| Date of birth, SSN | Masked by default; reveal requires permissioned decrypt (eye control) |
| Address | Composed from street, city, state, ZIP |
Multi-applicant
| UI element | When it appears |
|---|---|
| primary pill in breadcrumb | Multi-applicant product, primary role, no dropdown |
| Role dropdown in breadcrumb | Multi-applicant at product level (primary) or any non-primary with linked sessions |
Selecting another role navigates to that applicant’s application detail (new session ID in the URL). Overview and all tabs reload for that applicant.
Use cases
Hand off to a teammate
- Open Overview → Assign.
- Pick a user → save.
- Optional: add a note describing the handoff.
Confirm where the file stands before a call
- Check Status and Current step.
- Open Application URL or Client Portal in a new tab if you need to see what the applicant sees.
Audit without changing data
Auditors use Overview to read status, outcome, PII (where policy allows), and links. Write actions are disabled elsewhere; see Roles & sandbox.
Edge cases
| Situation | What you see |
|---|---|
| Flow Builder app | Product/URL fields replaced by Flow + Flow Preview |
| No assignee | Assign shows plus icon and muted “Assign” text |
| Long product or flow name | Truncated with tooltip on hover |
| Missing PII | Field shows -- |
| Encrypted field not loaded | Placeholder until reveal succeeds |
Implementation notes
- Overview data is loaded per session; switching multi-applicant roles fetches a new session bundle.
- Tag removal calls the API immediately (no separate Save).
- Stage badge colors map to terminal vs in-flight stages (declined/withdrawn/closed → error styling, approved/booked → success, etc.).