Banker and Seller Dashboard

By admin, 19 September, 2024
Page Category
Dashboard
Dashboard
Page Sub Tabs
Tab Name

View Application Tracker

Show Popup Onclick
Off
Unique ID of the Tab
view-applcn-tracker
Tab Name

Generate and print your Flyer

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Off
Unique ID of the Tab
generate-print-your-flyer
Tab Name

Financial Institution View

Show Popup Onclick
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Unique ID of the Tab
fin-ins-view
Tab Name

My View

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Unique ID of the Tab
my-view
Tab Name

Global Navigation

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Unique ID of the Tab
global-nav
Page Title

Self-Apply Lead Tracker

Page Tooltip
Icon
Information
Tooltip
Pano Application Tracker
Tooltip RTE

The Self-Apply Lead Tracker status is updated daily at approximately 4 p.m. CST. Please allow a minimum of 5 business days for an application to be fully reviewed before calling Underwriting. Branch tracking is automated.

Show Filter
On
Additional Information
Unique ID
download_report
Value

Download Records

Icon / Image
Desktop Image
Unique ID of the Image
download_report
Unique ID
status_shared
Value

Offer has been shared with the potential applicant but they have not yet taken action. Upon action being taken, this count will be reduced by one and the “Initiated” count will increase by one.

Unique ID
status_initiated
Value

Potential applicant has clicked through to the application. This count captures all attempts by a potential applicant so may be inflated.

Unique ID
get_my_flyer
Value

Get My Flyer

Help Text

Go To My Application Tracker

Icon / Image
Desktop Image
Unique ID of the Image
get_my_flyer_image
CTA
Link Text

You can’t access this link while using proxy view.

Unique ID of the CTA
admin_proxy_warning
Unique ID
lead_tracker_disclosure
Value

Lead Tracker status update frequency is as follows:

  • Real-time: Offer Shared, Offer Initiated
  • Daily: Application Entered, Application Approved, Application Declined


IMPORTANT:

Help Text

Email addresses and phone numbers generated in the Lead Tracker are not to be used for marketing purposes. Use for this purpose is strictly prohibited and subject to regulatory requirements.

Icon / Image
Desktop Image
Unique ID of the Image
lead_tracker_disclosure_info_icon
Unique ID
status_approved
Value

Application has resulted in an approval decision. Will remain on this display for 30 calendar days from the application date shown.

Unique ID
status_declined
Value

Application has resulted in a declined decision. Will remain on this display for 30 calendar days from the application date shown.

Unique ID
status_withdrawn
Value

The application was reviewed and did not meet eligibility requirements. No further action will be taken unless a new application is submitted. The record will remain on this tracker for reference.

Unique ID
status_entered
Value

Application has been submitted. Will remain on this display for 30 calendar days from the application date shown.

Unique ID
status_no_activity
Value

None

Unique ID
modal_popup
Value

View Details

CTA
Link Text

Back

Unique ID of the CTA
lt_cta_back_modal_popup
Section Widgets
Section Unique ID
applicant_information
Show widget
On
Widget Title

Applicant Information

Widget Labels
Label Unique ID
first_name
Value

First Name

Label Unique ID
last_name
Value

Last Name

Label Unique ID
email
Value

Email

Section Unique ID
application_details
Show widget
On
Widget Title

Application Details

Widget Labels
Label Unique ID
status
Value

Status

Label Unique ID
last_updated
Value

Last Updated

Label Unique ID
products
Value

Products

Label Unique ID
channel
Value

Channel

Section Unique ID
email_status
Show widget
On
Widget Title

Email Status

Widget Labels
Label Unique ID
th_date
Value

Date

Label Unique ID
th_status
Value

Status

Lead Tracker Status
Tracker Status Title
Shared
Tracker Status Tooltip
materials were shared with a client.
Tracker Status Toggle
1
Tracker Status Unique Id
tracker_status_shared
Tracker Status Title
App Started
Tracker Status Tooltip
A client reacted to Cardlink materials they received but have not yet applied.
Tracker Status Toggle
1
Tracker Status Unique Id
tracker_status_app_started
Tracker Status Title
App Entered
Tracker Status Tooltip
Applications will remain on this tracker for up to 30 business days from the application date shown.
Tracker Status Toggle
1
Tracker Status Unique Id
tracker_status_app_entered
Tracker Status Title
App Booked
Tracker Status Tooltip
Applications will remain on this tracker for up to 90 business days for your review.
Tracker Status Toggle
1
Tracker Status Unique Id
tracker_status_app_booked
Tracker Status Title
Turndown
Tracker Status Tooltip
Applications will remain on the tracker for up to 30 business days for your review. Use the Turndown Code Finder below to determine if any follow-up is needed. Please see the Card Central Credit Card Underwriting Support Forms for re-review, Turndown Cod
Tracker Status Toggle
1
Tracker Status Unique Id
tracker_status_turndown
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Products Listing
Widget Titles
Label Icon
Lable Active Icon
Share CTA
CTA Icon
Widget Tabs
Label Icon
Lable Active Icon
Card Benifits
Label Icon
Lable Active Icon
Labels in Teaser Section
Label Icon
Lable Active Icon
Common Widget
Icon / Image
CTA
CTA Icon