Lender Manager Dashboard Overview

Here is what your Lender Dashboard will look like.


Your quota is summarized at the top for all packages with a list of your specific packages underneath. You can purchase multiple packages and have different billing dates for them.

Click on each package name to see more detail:


You can also control which market your Loan Officers are taking leads from. On the bottom half of your dashboard, click the blue (show more) link.

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You can also set the backup loan officer designation here, see their availability for taking live transfers and even disable them from taking all leads.

Set as backup

Note: If they're the last person in a market moved to Disabled, you'll get a warning that your Backup Loan Officer will now get their Warm Connections. Click here for more information about the Backup Loan Officer functionality.