Introduction
The Workflow Management settings enable users to configure and optimize their workflow by customizing the Kanban board, Dashboard, Panel settings, and Sub-Statuses Setup. These features enhance workflow visibility, improve organization, and provide quick access to essential tools such as Purview and Maps.
Navigating to Workflow Management Settings
Click the Gear icon in the top-right corner to open Settings.
Select Company Settings.
Use the left-hand navigation menu to find and expand Loan Setup/Origination.
Locate and select Workflow Management.
Tip: If you cannot access Workflow Management, ensure you have the necessary permissions or check with your administrator.
Workflow Management
Kanban Settings
The Kanban Settings section allows you to customize how in-progress loan files are displayed. You can choose specific details to appear on Kanban cards, making it easier to track loan status at a glance. If needed, you can reset customizations to default settings.
Setting | Description |
Customize | Allows selection of displayed fields on Kanban cards. |
Reset to Defaults | Restores system defaults for Kanban settings. |
Tip: Customizing the Kanban board can improve workflow efficiency by allowing quick visual tracking of loan progress.
Dashboard Settings
The Dashboard Settings control key data points displayed on the main dashboard. This section allows users to customize how loan information is presented for better tracking and reporting.
Setting | Description |
Friendly File Name | Customize how loan files are named for easy identification. |
Account Representative | Assign a responsible representative for each loan. |
Underwriters | Display underwriters associated with each loan. |
Panel Settings
The Panel Settings allow integration of additional tools into the navigation panel for quick access. By enabling these options, users can access property valuation insights and geographical loan distribution data directly from the dashboard.
Setting | Description |
Purview | Provides real-time property valuation, ownership details, and mortgage information. |
Map | Displays loan locations based on property addresses. |
Sub-Statuses Setup
The Sub-Statuses Setup section links to the Loan Sub-statuses Configuration Page, where users can create and modify sub-statuses. These sub-statuses help categorize loans at different stages of the workflow, enhancing tracking and automation capabilities.
Setting | Description |
Sub-Statuses Setup | Links to the Loan Sub-statuses Configuration Page. |
Reference: For more details on configuring sub-statuses, see the Managing Loan Substatuses guide.
FAQs
How do I revert my Kanban customizations?
Click Reset to Defaults under Kanban Settings to restore the original display settings.
What happens if I disable Purview or Map in Panel Settings?
Disabling these settings removes them from the left panel, limiting quick access to their respective functionalities.
Can I assign multiple Account Representatives to a single loan?
Yes, multiple representatives can be assigned based on company-defined roles.
How do I create a new loan sub-status?
Navigate to Workflow Management > Sub-Statuses Setup, click Add New, define the criteria, and save.
Need Further Assistance?
For additional support, contact us:
📧 Email: support@mortgageautomator.com
💬 Live Chat: Click the question icon at the top-right corner of your screen.