Boards

Optimus+

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Optimus+

Controlled Controlled Plan Selection

Dashboard Stats

Create Activity Charts and Reporting

Application Search

Add automcomplete/highlight Better search (partial on name) Add Short ID as searchable Email Secondary Applicant Name Address Lender Short IDs Fuzzy Fields

Field Validation for Application

Validate Phone, Address, Zip Code, Email

Application Details

Timeline Lender Quick Contact Links Homeowner Info Project Details

Team Management

Property (EGIA) add new team members for service use Merchants add new team members for application use Roles for Property, Merchant Invite, register, forgot password

Application List

Setup pagination Setup search, sort, and filters

Compliance Training Needs Attention Application Links for Needs Attention

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