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New Enhancements in the eLEND Solutions’ Dealer Dashboard

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Presentation on theme: "New Enhancements in the eLEND Solutions’ Dealer Dashboard"— Presentation transcript:

1 New Enhancements in the eLEND Solutions’ Dealer Dashboard

2 Old Dashboard New Dashboard

3 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.

4 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.

5 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.

6 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.

7 Old Dashboard New Dashboard

8 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.

9 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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