Guide For Administrators
System Overview
The mortgage automation admin dashboard is your centralized platform for managing all aspects of the system configuration, user management, and organizational settings. This guide provides comprehensive information about the system's administrative features, common workflows, and solutions to frequently encountered scenarios.
Key Features at a Glance
Core Functions
Rules: Set and manage custom rules
Account Settings: Manage billing and profile settings
Brands: Configure corporate pages
Branches: Manage branch pages
Loan Officers: Oversee loan officer pages
Administrative Options
Partner Management
User Administration
Document Control
Notification Settings
Kiosk Management
Table of Contents
1. Dashboard Overview
As an Administrator, the dashboard serves as your command center for managing the entire mortgage automation system. Upon logging in, you'll find a clean, intuitive interface with quick access to all administrative functions. The layout is designed to provide efficient access to system configuration, user management, and organizational settings.
2. Key Features of the Dashboard
2.1. Rules: Set Custom Rules
Purpose: The "Rules" feature allows administrators to establish and maintain system-wide business rules and automation policies.
Detailed Functionality:
Rule Creation: Define custom rules for various system processes
Rule Management: Edit, enable/disable, or delete existing rules
Rule Categories:
Workflow Rules
Document Rules
Notification Rules
Access Control Rules
Rule Testing: Test rules in a sandbox environment before deployment
Rule Monitoring: Track rule performance and impact
2.2. Account Settings: Billing & Profile
Purpose: Manage organization-wide account settings and billing information.
Detailed Functionality:
Billing Management:
View and update billing information
Access billing history
Manage subscriptions and plans
Profile Settings:
Organization details
Contact information
System preferences
License Management:
Track license usage
Add or remove licenses
View license allocation
2.3. Brands: Corporate Pages
Purpose: Configure and manage corporate branding across the platform.
Detailed Functionality:
Brand Management:
Logo upload and management
Color scheme configuration
Custom CSS and styling
Corporate Page Editor:
Edit corporate landing pages
Manage content sections
Configure navigation menus
Brand Guidelines:
Set brand standards
Define usage rules
Maintain brand consistency
2.4. Branches: Branch Pages
Purpose: Manage individual branch configurations and content.
Detailed Functionality:
Branch Setup:
Create new branches
Configure branch settings
Assign branch managers
Branch Customization:
Custom branch pages
Branch-specific content
Local contact information
Branch Monitoring:
Activity tracking
Performance metrics
Resource allocation
2.5. Loan Officers: Loan Officer Pages
Purpose: Oversee loan officer profiles and permissions.
Detailed Functionality:
Officer Management:
Create loan officer profiles
Set permissions and access levels
Manage credentials
Page Customization:
Configure individual officer pages
Set up officer portfolios
Manage contact information
Performance Tracking:
Monitor officer activities
Track loan performance
Generate performance reports
3. User and Partner Management
3.1. Partners: Partner Pages
Purpose: Manage external partner relationships and access.
Detailed Functionality:
Partner Onboarding:
Create partner profiles
Set up partner access
Configure partner permissions
Partner Portal:
Customize partner interfaces
Manage partner resources
Track partner activity
Partner Communication:
Automated notifications
Communication templates
Partner updates
3.2. Users: Create and Edit Users
Purpose: Manage system users and their permissions.
Detailed Functionality:
User Administration:
Create new users
Edit existing users
Deactivate users
Role Management:
Define user roles
Set role permissions
Manage role hierarchies
Access Control:
Set security levels
Configure access restrictions
Monitor user activity
4. System Configuration
4.1. Notifications: Manage Alerts
Purpose: Configure system-wide notifications and alerts.
Detailed Functionality:
Alert Configuration:
Create notification templates
Set notification triggers
Configure delivery methods
Notification Management:
Schedule notifications
Track delivery status
Manage recipient lists
Alert Monitoring:
Track notification effectiveness
Analyze response rates
Optimize alert timing
4.2. Documents: Generated Documents
Purpose: Manage system-generated documents and templates.
Detailed Functionality:
Document Templates:
Create document templates
Edit existing templates
Manage template versions
Document Generation:
Configure generation rules
Set up automated generation
Monitor generation status
Document Management:
Organize document categories
Set retention policies
Track document usage
4.3. Kiosks: Manage Kiosks
Purpose: Configure and manage self-service kiosk stations.
Detailed Functionality:
Kiosk Setup:
Configure kiosk settings
Set up security measures
Manage kiosk content
Kiosk Monitoring:
Track kiosk usage
Monitor performance
Generate usage reports
Maintenance:
Schedule updates
Troubleshoot issues
Manage configurations
5. Queue and Support
5.1. Request Queue: View Queue
Purpose: Monitor and manage system requests and tasks.
Detailed Functionality:
Queue Management:
View pending requests
Assign tasks
Track completion status
Priority Settings:
Set request priorities
Configure auto-assignment
Manage workload distribution
Performance Monitoring:
Track response times
Monitor completion rates
Analyze queue metrics
5.2. What's New: Release Notes
Purpose: Access and manage system updates and release information.
Detailed Functionality:
Release Management:
View release notes
Track system updates
Monitor version history
Feature Announcements:
Preview new features
Access documentation
Plan feature rollouts
Update Communication:
Distribute release info
Manage update notices
Track user acknowledgments
5.3. Need Help: Get Support
Purpose: Access system support and help resources.
Detailed Functionality:
Support Access:
Submit support tickets
Track ticket status
Access help documentation
Knowledge Base:
Browse help articles
Access troubleshooting guides
View video tutorials
Support Management:
Manage support requests
Track resolution times
Monitor support metrics
6. Profile and Workflow Management
6.1. My Profile: Security Credentials
Purpose: Manage personal profile and security settings.
Detailed Functionality:
Profile Management:
Update personal information
Manage contact details
Set preferences
Security Settings:
Change passwords
Configure 2FA
Manage access tokens
Activity Monitoring:
View login history
Track system access
Monitor security alerts
6.2. Workflows: Manage Workflows
Purpose: Configure and manage system workflows.
Detailed Functionality:
Workflow Creation:
Design new workflows
Configure workflow steps
Set workflow rules
Workflow Management:
Edit existing workflows
Monitor workflow performance
Optimize process flows
Automation Settings:
Configure triggers
Set up actions
Manage integrations
7. Best Practices and Conclusion
As an Administrator, this dashboard provides comprehensive control over your organization's mortgage automation system. To ensure optimal system performance and user satisfaction, follow these best practices:
Regular Maintenance:
Review and update rules periodically
Monitor system performance
Keep user permissions current
Audit system access regularly
Security Management:
Enforce strong password policies
Review access logs regularly
Update security settings as needed
Maintain compliance standards
User Support:
Respond to support requests promptly
Keep documentation updated
Provide regular training
Maintain clear communication channels
System Optimization:
Monitor system metrics
Optimize workflows regularly
Update templates as needed
Review and adjust automation rules
8. FAQ's