Link is a cloud-based platform designed to streamline workflows and foster collaboration between brokers, lenders, dealers, and borrowers. It simplifies applications, automates key processes, and ensures accurate calculations at all stages of the contract lifecycle. By providing tools for managing proposals, quotations, and administrative tasks in one centralized portal, Link helps users make informed decisions with real-time insights and analytics. With its user-friendly interface and seamless integration into existing systems, Link enhances customer relationships, accelerates approvals, ensures compliance, and drives profitability—all while delivering an exceptional customer experience.
The Link User Guide is designed to help users navigate and utilize the platform’s features and functionalities effectively. This guide provides step-by-step instructions to ensure users can maximize productivity and streamline their workflows. Organized by the main menus of the platform, the guide ensures easy access to information and instructions.
Dashboards
The Dashboards menu in Link offers valuable insights and data to help users manage their activities efficiently. The Introducer Dashboard provides an overview of key metrics, enabling users to track their performance and make informed decisions to optimize their workflow. The Team Dashboard presents similar information at the team level, consolidating data across team members to support collaborative performance monitoring and strategic planning. The Leads Management dashboard allows for effective management of leads. The Team Dashboard allows you to evaluate the performance and view metics filtered by teams.
Proposals and Quotations
The Proposals and Quotations menu is designed to simplify essential tasks in the lending process. Users can Create New Quotations and Proposals to generate accurate, customized offers. The Workqueue feature provides tools to track, organize, and manage ongoing tasks related to proposals and quotations. This menu is vital for maintaining a streamlined process and ensuring consistency in all activities.
Admin Options
The Admin Options menu provides tools to configure and customize Link according to specific needs. Users can access settings for Configurations and Setups to align the portal with their business processes. These options ensure operational efficiency, enhanced security, and a tailored experience for everyone using the platform.
User Management
The User Management module in Link offers a comprehensive system for managing user profiles, roles, and permissions across the platform. It enables users to create and update profiles, define access levels, and maintain a centralized repository of user information for easy management. This module ensures secure access control, efficient coordination among team members, and smooth operations by organizing all user-related information in one place. With its robust tools, User Management simplifies the process of maintaining a secure and well-structured platform for all users.
This guide serves as a comprehensive resource for both new and experienced users, providing the knowledge and guidance needed to fully utilize Link’s capabilities.