--- title: "Dashboard: cards, lists, charts and the activity bell" description: The customizable dashboard has your pipeline with all the active loans and their details. --- [Skip to content](https://help.lendingwise.com/knowledge/welcome-to-the-dashboard#main-content) English Show submenu for translations [Submit Ticket](https://help.lendingwise.com/knowledge/kb-tickets/new?hsLang=en) [Customer portal](https://help.lendingwise.com/tickets-view?hsLang=en) ![owl-Logo-1.png\]](https://help.lendingwise.com/hs-fs/hubfs/owl-Logo-1.png?width=43&height=46&name=owl-Logo-1.png) - [New Releases](https://lendingwise.releasenotes.io/) - [System Status](https://lendingwise.statuspage.io/) Open main navigation Close main navigation - [New Releases](https://lendingwise.releasenotes.io/) - [System Status](https://lendingwise.statuspage.io/) - English Show submenu for translations - [Submit Ticket](https://help.lendingwise.com/knowledge/kb-tickets/new) - [Customer portal](https://help.lendingwise.com/tickets-view) - Go to lendingwise.com Go to lendingwise.com Hello. How can we help you? - There are no suggestions because the search field is empty. 1. [LendingWise - Help Center](https://help.lendingwise.com/knowledge?hsLang=en) 2. [Using The Platform](https://help.lendingwise.com/knowledge/using-the-platform?hsLang=en) 3. [Using the dashboard](https://help.lendingwise.com/knowledge/using-the-platform?hsLang=en#using-the-dashboard) # Dashboard: cards, lists, charts and the activity bell ## The customizable dashboard has your pipeline with all the active loans and their details. The Dashboard gives you a quick look at your pipeline: how many files sit in each status, what's closing soon, your tasks and a few charts. It's the first item in the menu on the left and the page you land on when you log in. If the Dashboard is turned off for you, you land on the Pipeline instead. **Who sees what:** back office users see files based on their permissions. Loan officers and brokers only see the files they're assigned to, not other loan officers' files. **Take a [live guided tour](https://capture.navattic.com/g/cl3ytzhyk269708l6d1zebrv5?s=0) of the Dashboard.** ![](https://help.lendingwise.com/hubfs/Knowledge%20Base%20Import/1633541868309-S9k.png) ### What's on the Dashboard ![](https://help.lendingwise.com/hs-fs/hubfs/undefined-Sep-15-2025-05-41-43-6071-PM.png?width=688&height=722&name=undefined-Sep-15-2025-05-41-43-6071-PM.png) - **Filter bar:** File Created, Closing Date, Maturity Date, Target Closing Date and Servicing Number, then Search. There's no branch or employee filter. - **Status cards:** one card per Primary File Status, grouped by file type. Each card shows the total loan amount, a File(s) count, Origination Fee and Broker Fee. Click a count to open Pipeline - Main in a new tab on that status. The cards sit in a box with its own scroll bar, so scroll inside it to see them all. - **File lists:** Upcoming Closings, Most Recent ("Your Most Recent Deals", the star marks favorites), Top Producers (the brokers and loan officers with the most files and loan volume) and Task & Reminder. - **Row icons:** the notes icon shows the file's latest 25 notes, the employees icon shows who's assigned, and the branch/broker icon next to it shows the file's branch and broker. - **Charts** (collapsed at first): Statewide Map (number of deals and average loan amount per state), Pipeline Stats for Deal Flow, Loan Programs / Services Stats and Lead Sources. The date filters drive them. - The ? next to the heading offers a video and Start Tour. Panels can be collapsed, but cards can't be rearranged. ### Turning parts of the Dashboard on or off - In Settings \> Platform Settings \> Company Settings (Dashboard Display card), **Show file status in dashboard** turns the status cards and the filter bar on or off, and **Show state map in dashboard** controls the Statewide Map. - To choose which statuses get a card, go to Settings \> Platform Settings \> File Status, click a status's pencil and use **Show file status in dashboard**. You can also add, edit or turn off Primary Statuses there. - To enable or disable the Dashboard for a specific user, go to their user profile and toggle **Allowed to see dashboard?** (under Editing and Visibility Permissions). When this is off, that user lands on the Pipeline page instead of the Dashboard. ### Origination and broker fees on the status cards Status cards can show the sum of origination fees and broker fees for each status. You can also filter the cards by File Created, Closing Date and Maturity Date. ![](https://help.lendingwise.com/hs-fs/hubfs/image-png-Oct-22-2024-02-32-08-4690-PM.png?width=1667&height=500&name=image-png-Oct-22-2024-02-32-08-4690-PM.png) [Watch: Origination and Broker Fees on Status Cards (video)](https://share.nmblc.cloud/c4bb4d3e) By default, a card shows the number of files and the total loan amount. For the fee lines to show, both of these need to be on: 1. **The status:** go to Settings \> Platform Settings \> File Status, click the status's pencil and turn on "Show file status in dashboard". 2. **The user:** on each back office user who should see fees, turn on "Allowed to see fees in Dashboard File Status Cards?" (Editing and Visibility Permissions on their profile). ![](https://help.lendingwise.com/hs-fs/hubfs/undefined-Apr-25-2025-09-58-50-7833-PM.png?width=688&height=214&name=undefined-Apr-25-2025-09-58-50-7833-PM.png) #### Where the fee amounts come from 1. Open the loan file and go to the Fees & Costs section of the Loan Info tab. 2. Enter the broker points, origination points and/or their dollar amounts. 3. Save. The status card updates if the settings above are on. ![](https://help.lendingwise.com/hs-fs/hubfs/undefined-Apr-25-2025-09-33-27-6565-PM.png?width=688&height=217&name=undefined-Apr-25-2025-09-33-27-6565-PM.png) #### Fees not showing? - Check that both settings above are on, for the status and for that user. If one user sees fees and another does not, the most common cause is the user-level permission — verify that **Allowed to see fees in Dashboard File Status Cards?** is enabled on that user's profile. - Check that the fee amounts are actually entered on the loan file. - Check that the fee fields are turned on in Form Fields: go to Settings \> Platform Settings \> Form Fields, scroll to the "Fees & Costs" section and turn on the fields shown below. ![](https://help.lendingwise.com/hs-fs/hubfs/undefined-Apr-28-2025-10-43-37-7948-PM.png?width=688&height=270&name=undefined-Apr-28-2025-10-43-37-7948-PM.png) **Note:** to learn more about Form Fields, watch ["Form Fields and Customizing Applications In LendingWise"](https://www.youtube.com/watch?v=Jev0W-MxylI&list=PLgJmD88aq7uxz-aJmr0MBauOP2CpkhufP&index=6). ### Upcoming Closings Upcoming Closings lists files with an Actual Closing Date in the future, soonest first. Files with a past date don't show. ![](https://help.lendingwise.com/hs-fs/hubfs/undefined-Apr-25-2025-08-17-21-9413-PM.png?width=1787&height=1068&name=undefined-Apr-25-2025-08-17-21-9413-PM.png) The Actual Closing Date is filled in by your back office team. Borrowers can't enter it; they can enter a "Desired Closing Date" instead. To use it: 1. Go to Settings \> Platform Settings \> Form Fields and use the Field Name filter to find "Actual - Closing Date". ![](https://help.lendingwise.com/hs-fs/hubfs/undefined-2.png?width=688&height=268&name=undefined-2.png) 2. Tick its OTHER TABS / BACK OFFICE box under DISPLAY. ![](https://help.lendingwise.com/hs-fs/hubfs/undefined-3.png?width=1670&height=872&name=undefined-3.png) 3. Click that section's Save. ![](https://help.lendingwise.com/hs-fs/hubfs/undefined-4.png?width=2178&height=943&name=undefined-4.png) 4. Open the loan file's Admin tab and enter the date in "Actual - Closing Date". ![](https://help.lendingwise.com/hs-fs/hubfs/undefined-Apr-25-2025-08-09-34-7466-PM.png?width=688&height=284&name=undefined-Apr-25-2025-08-09-34-7466-PM.png) ![](https://help.lendingwise.com/hubfs/Knowledge%20Base%20Import/1631544823710-v5U.png) ### Tasks The Task & Reminder list shows active tasks. A switch lets you show only your own tasks or all tasks, and View Calendar opens the calendar. ![](https://help.lendingwise.com/hs-fs/hubfs/image-png-Oct-22-2024-02-25-21-2173-PM.png?width=688&height=191&name=image-png-Oct-22-2024-02-25-21-2173-PM.png) [Watch: Tasks and Reminders on the Dashboard (video)](https://share.nmblc.cloud/be98c880) ### All activity and notes The **Activity Log** shows a real-time feed of all activity and notes across your company — including files created, status changes, uploaded documents, and emails sent. Back office users see the full company-wide log; loan officers and brokers see only activity on files they are assigned to. ![ActivityLog](https://help.lendingwise.com/hs-fs/hubfs/ActivityLog.png?width=596&height=462&name=ActivityLog.png) ![](https://play.vidyard.com/hQ9GNPAcfR1Zaofgw9LbdD.jpg) For more questions, email helpdesk@lendingwise.com. - [Overview of LendingWise Platform](https://help.lendingwise.com/knowledge/overview-of-lendingwise-platform?hsLang=en#main-content) - [Training & Support](https://help.lendingwise.com/knowledge/overview-of-lendingwise-platform?hsLang=en#training-support) - [Privacy](https://help.lendingwise.com/knowledge/overview-of-lendingwise-platform?hsLang=en#privacy) - [CRM](https://help.lendingwise.com/knowledge/overview-of-lendingwise-platform?hsLang=en#crm) - [Website](https://help.lendingwise.com/knowledge/overview-of-lendingwise-platform?hsLang=en#website) - [Setting Up The Platform](https://help.lendingwise.com/knowledge/setting-up-the-platform?hsLang=en#main-content) - 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