Workspace

The Workspace is your central hub for creating, managing, and tracking leads and deals; organizing contacts, tasks, and reports; and accessing our quick tools and resource library.

Within the Workspace, you can also perform quick searches, view your in-app notifications, and access both our knowledge base and live chat support.

The Workspace is accessed through the menus located at the top and on the left sidebar.

The menus will remain accessible even from Settings.

The following pages, features and actions can be accessed from the Workspace:

1. Deal (Workflows)	6. Library
2. Tasks	7. Main Search
3. Contacts	8. In-app Notifications
4. Reports	9. Knowledge Base / Live Chat
5. Quick Tools	10. Settings / Switch Org / Sign Out

Deal (Workflows)

All your deals and leads can be found in the 'Deal' section, where you can track, manage, and create new deals or leads.

Workflows are used to visualize the steps (stages) involved in a lead to loan process and the order they should go in.

Workflows can be categorized in various ways. At a basic level, they get grouped from the initial lead stages, following the loan application process to post-settlement.

To learn how to setup your custom Workflows, please refer to our Process - Workflows article.

The Deal section is covered in detail in our Deal (Workflows) article.

Tasks

The Tasks page consolidates all your assignments and reminders in a single location.

Here, you can view them as a list or in a Kanban layout, complete with all the essential information to help you effectively manage your work.

To learn more on how to manage your tasks, please visit our main Tasks article.

Contacts

All your clients and their contacts can be found on the Contacts page.

They are organized into two sections: Person contacts and Company contacts.

To know more about the contact page, please check out our main Contacts article.

Reports

The Reports page allows you to filter and view essential and key information about your deals, tasks, contacts, and organization.

More information about using reports can be found in our main Reports article.

Quick Tools

Quick Tools offer up-to-date broker resources in a streamlined format, allowing users to quickly generate quotes for funding, products, and refinance benefits for their clients.

To learn how to use Quick Tools, jump over you our Quick Tools | Home Loans article.

Library

Under the Library section you can find the latest lender documents, home loan policy information and all our release notes.

Settings

Settings section allows you to manage your account details, notifications, client portal and integrations settings.

With the appropriate roles, you can also manage your organization’s information and settings, as well as certain limited settings for other users within your organization.

To access the Settings section, click your profile picture (pfp) located at the bottom of the left-side menu bar.

For instructions on setting up your personal account, please refer to our Account Settings article.

For information and guidance on organizations settings, please jump over to our Advanced Settings article section.

Switch Organisation

If your account or identities are associated with two or more organisations, the 'Switch Organisation' option will be available in your profile picture menu.

If you have multiple accounts or identities, first pick the identity you want to switch to (1), then pick the org (2), and finally confirm with the 'Switch' button.