NestEgg

Adrian Davies

Greg Boynton

Using the Dashboard

Introduction to the dashboard

Overview

About the account feature found on the dashboard

Account settings

Account

How the decision engine declines repeat applications

Auto-declining repeat applications

Filtering decisions enables you to prioritise your workload

Filtering decisions

This article explains how to review the decisions you've made

Reviewing decisions

Applicant tab

Automatically retrieve additional addresses for credit decisions

Supersearch

How to interpret the electoral roll information returned in the risk tab

Electoral roll information

Request further information from applicants directly from the dashboard

Document request

Final loan status

Easily export decision info to append to a member file

Export to .pdf

Making it easy for borrowers and lenders to sign loan agreements

Send an e-signed loan agreement

Decisions

How to enter details of a loan application and reach a decision

Assess a loan

Amend mistakes in credit files, remove credit search footprints & respond to disputes

Credit file errors, mistakes & disputes

Assess

A guide to the Standard analytics provided in the dashboard

Getting the most from analytics

Analytics

NestEgg.ai

Find answers and get help from Intercom Support and Community Experts

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