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:
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Pipeline Snapshot
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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.
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Visuals like nationwide heat map and pie charts for easier understanding
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Recent Loan Submissions
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Quick view of loans recently added or updated
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Clickable to open individual loan files
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Tasks & Reminders
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User-specific or global tasks assigned
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Reminders for follow-ups, document collection, or internal steps
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Loan Officer/Broker Leaderboard
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Performance summary by user: total funded, applications submitted, etc.
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Calendar / Upcoming Events
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Scheduled calls, document deadlines, closings
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Custom Widgets (depending on plan)
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Example: Funding volume by month, borrower demographics, or lead source tracking
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Quick Access Buttons
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Create New Loan File
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Access CRM/Contacts
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Import/Export Data
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🛠️ Customizability:
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The Manager(Admins Rights) role can configure what appears on the dashboard
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Visibility can be limited based on user roles (Broker, Processor, Underwriter, etc.)
✅ Benefits:
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Centralizes operational insights
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Increases team visibility
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Accelerates decision-making and prioritization
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Helps maintain accountability across pipeline stages