Lease Dashboard

Dashboards are the windows displayed on the landing screen of the application. Dashboard renders information of specific transactions or tasks mapped to the user role, who logs in to the system. The system facilitates the integration of information from different levels and displays it as Dashboard on the home screen, also called the landing screen of the application.

As a bank official, after submitting the application, you can view details of the application, parties, documents, equipment, and pricing and perform a credit check of the applicant on the application dashboard. 

Use the dashboard to

• Add/View parties

• View/Edit application details

• In the Documents screen, you can:

  • Add document category 

  • View a list of all the party/collateral/application documents

  • Upload documents

  • Delete the uploaded documents

• View the equipment details

To view the lease dashboard

Prerequisites

Before you proceed to view the lease dashboard, ensure that the following prerequisite is met:

• A lease application is created.

Steps

To view the lease dashboard:

1. Log in to your Salesforce account.

2. Go to  (App Launcher) >  Applications.

   On the Applications tab, from the list of applications, select the required application.
   

   The Lease Details page is displayed with the related application's details, such as the documents submitted for the application and parties associated with the application.
   

   The lease  dashboard provides the following information about a lease application and actions to be performed by the bank official:

   

   Note:

   This image is a reference for a lease application.

3. Lease- This tab has subsequent sections, and all the sections are expandable. Select each of the sections to know the details about the application. Edit the required details (if the application is not locked) and then select Save.

   Note:

   To know more about the application and the actions that you can perform to process the application, see Lease.

4. Parties- This tab lists the party details of all the parties associated with the application.

   Note:

   To know more about the parties and the actions that you can perform on them, see Parties.

5. Equipment- This tab lists the equipment details of all the equipment associated with the application.

   Note:

   To know more about the collateral and the actions that you can perform on them, see Equipment.

6. Exceptions -  This tab lists the exceptions if any are generated for the application.

   Note:

   To know more about the policy conditions and the actions that you can perform on them, see Exceptions.

7. DOCUMENTS - This tab lists the documents that are uploaded for the application/party/collateral.

   Note:

   To know more about the documents and the actions that you can perform on them, see Documents.

8. More - It is a list of options that can be used throughout the application origination process. 

   Note:

   To know more about each of these options and the actions that you can perform on them, see More > the respective chapter.