Dashboard guides

These guides help tenant admins, underwriters, and operations teams use the LendAPI dashboard day to day. They focus on screens, workflows, and roles—not on writing integration code.

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Quick start

1. Read the platform overview — login, navigation, and roles.
2. If you are walking a real job with a client, start from Use cases.
3. Open Agent Dashboard — your primary workspace for reviewing and deciding on files.
4. Configure your tenant under Tenants when you need API keys, webhooks, or branding.

New to a specific screen? Use the sidebar on the left to jump to a product area, or search the docs (⌘K / Ctrl+K).

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Guide sections

Area	What you’ll learn
Getting started	Login, roles, and how the dashboard is organized
Use cases	End-to-end scenarios to share with a client or run with a CSM
Agent Dashboard	Queue, filters, application detail, assigning, tags
Customers	Customer list and detail (from Agent Dashboard)
Tenants	Tenants, API keys, webhooks, security, branding
Lead Gen	Lead sources, campaigns, and the Leads queue
Product Studio	Product catalog
Rules Studio	Rules and Decision Outcomes
Pricing Engine	Offer tables and versions
Document Library	Document Library and Contract Builder
Email & SMS	Email and SMS templates
Glossary	Terms used across LendAPI

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What’s not in this Guide?

• API reference — REST endpoints for developers (in progress).
• Changelog — What shipped, by release.

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Related technical resources

API referenceREST endpoints and integration patterns (preview)GlossaryPlatform terms and definitionsRelease notesWhat changed in recent releases

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Keeping docs current

We align guides with shipped product behavior. See Versioning and updates for how lastVerified dates and the documentation changelog work together.