Lesson 01 · 4 min 4 min
The lender portal at a glance
Where everything lives.
You enter the portal through «Agency Network»: it is both your home screen and your summary. One warning before you start: you are not a second-class guest here, but you are not working alone either — most of what you do is visible to the agent who sent you the client, and that is precisely the point.
The four numbers up top
- «Active borrowers», with «In pipeline» underneath.
- «Pre-approvals» for the month.
- «Closings this month», your closed deals.
- «At risk»: the ones that need attention. It is the only one of the four asking you to do something today.
The rest of the menu
- «Lead requests»: what agents and brokers are sending you, waiting on your yes or no.
- «Borrower pipeline»: your loans by stage.
- «Loan Programs»: your rate sheet.
- «Performance»: how your pipeline is moving and who refers you the most.
- «LOS sync»: the event channel that connects ARIVE through Zapier.
Tip: The natural order of the day is not the order of the menu: «Lead requests» first, because that is what arrived and needs an answer; then «Pipeline», which is what needs moving; and only then «Performance». Starting with the charts is the most elegant way to get nothing done.