Consultant Workshop
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Consultant Workshop
LoanPanda Internal
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S1 — COLD CALL LIST
S2 — LEAD SUMMARY
S3 — CASE SUMMARY
S3 — CASE SUMMARY (CALLER)
S4 — PEN.FEED / PEN.PASS / SCRIPT
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SCREENING FAIL LIST
(GRID) PIC VIEW
SERVICE AGREEMENT
SETTLEMENT LIST
PERFORMANCE DASHBOARD
PIC VIEW (ALL)
PIC VIEW - LEAD ID
SUBMISSION TABLE
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COLD CALL LIST
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LEAD SUMMARY
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(GRID) PIC VIEW
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SERVICE AGREEMENT
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SETTLEMENT LIST
+ Open Settlement List
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PIC VIEW (ALL)
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PIC VIEW - LEAD ID
Leads under MY lead-ID code that another consultant is handling now
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SUBMISSION TABLE
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PERFORMANCE DASHBOARD
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CASE SUMMARY
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CASE SUMMARY (CALLER)
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PEN.FEED / PEN.PASS / SCRIPT
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