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Published byGeorgina Fitzgerald Modified over 6 years ago
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New Enhancements in the eLEND Solutions’ Dealer Dashboard
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Old Dashboard New Dashboard
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From the new “Communication” page, users can add notes, create follow-ups, and send messages to consumers or other members of the team. Users can also display certain messages of interest or sort by preferred entry.
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Creating a “Note” will add an entry to the consumer’s Communication page. All users have access to view and create Notes. Many Notes are system generated.
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Creating a “Follow-up” will assign/reassign the lead to the “Assigned To” user and apply the newly created follow-up comment on the Consumer Search page for everyone to view.
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Users are able to “Send a Message” directly to a customer or to another user within the platform. Messages to a customer are instant back-and-forth exchanges after the application has been submitted. Sending messages to other users will show up as an “Alert” on their Consumer Search page.
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Old Dashboard New Dashboard
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Create s that send directly to the consumer’s address provided in their credit application. A whole list of default templates is available, upload your own templates, or create s from scratch.
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All s sent from our system are time/date tracked and stored within the History tab. This includes s sent by any user and system generated s.
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