Share with a client or run with a CSM

Use cases

Each walkthrough names the screens involved, walks a realistic lending example, and lists practices that follow from those screens.

Library

1. 01Originate a personal loan From the application list to a priced offer.
2. 02Configure pricing and rules Stand up rules and offer tables together.
3. 03Tenant onboarding Workspace, branding, and API keys on day one.
4. 04Auditor compliance review Read a file without changing it.

In Guides

These live next to the screens they describe:

Scenario	Where to read
Agent queue and column workflows	Agent dashboard — Use cases
Application detail scenarios	Application detail — Use cases
Agent dashboard step-by-step	Agent dashboard — Workflows