Loan Manager
This section shows all information pertaining to the customer. Date of Birth, Address, Email Address, SSN
What is Customer Info?
This area shows call history, dial pad, inbox, and phone details
What is calls?
This shows any and all important notices about the account. I.E. Cease and Desists, Bankruptcy Codes etc.
What are alerts?
This shows what time an agent goes to break, lunch, meetings, trainings, and log out.
What is My Schedule?
This shows your outstanding principal balance, accrued interest, late charges / fees and any other amounts
What is payoff quote?
This shows how closely an agent follows their schedule.
What is adherence?
This section shows information such as Principal and Payoff amount, Interest Balance, Miscellaneous Fees Unpaid, Contract Date, Maturity Date, Days to Maturity and Loan Type.
What is Loan Information?
This shows where you change your status from available to away, break, meeting, meal, etc.
What is profile?
This section is where you would document what the customer called in for as well as how you resolved their issue.
What is Activity Notes?
This shows departments and the people that work in them.
What is Directory?