LendingWise Tabs - Dashboard

The Dashboard gives a high-level overview of loan pipeline activity, recent submissions, user tasks, and business KPIs.

The Dashboard tab is the first tab at the top-left side. It is also the default page that is displayed when logging into the Lendingwise portal (if Dashboard is disabled, the default page will be your Pipeline). 

📊 LendingWise Dashboard Tab - Summary

🔹 Key Components:

  1. Pipeline Snapshot

    • Overview of loans by status (e.g., Lead, Completed App, Processing, Underwriting, Closed etc.)

    • Visual pipeline by important date ranges: File Created, Closing Date, Maturity Date, Target Closing Date. 
    • Visuals like nationwide heat map and pie charts for easier understanding

  2. Recent Loan Submissions

    • Quick view of loans recently added or updated

    • Clickable to open individual loan files

  3. Tasks & Reminders

    • User-specific or global tasks assigned

    • Reminders for follow-ups, document collection, or internal steps

  4. Loan Officer/Broker Leaderboard 

    • Performance summary by user: total funded, applications submitted, etc.

  5. Calendar / Upcoming Events

    • Scheduled calls, document deadlines, closings

  6. Custom Widgets (depending on plan)

    • Example: Funding volume by month, borrower demographics, or lead source tracking

  7. Quick Access Buttons

    • Create New Loan File

    • Access CRM/Contacts

    • Import/Export Data


🛠️ Customizability:

  • The Manager(Admins Rights) role can configure what appears on the dashboard

  • Visibility can be limited based on user roles (Broker, Processor, Underwriter, etc.)


Benefits:

  • Centralizes operational insights

  • Increases team visibility

  • Accelerates decision-making and prioritization

  • Helps maintain accountability across pipeline stages