Home Page

mobile app here is a brief walkthrough of the homepage of the mobile app the bottom bar consists of the following 1\ home 2\ onboard 3\ applications home this tab directs the user to the homepage of the app, which displays a comprehensive overview of all prospects and applications assigned to them it also showcases the number of onboardings completed, facilitates quick action on recently interacted applications or prospects, and allows them to view all applications based on their status the homepage also has application stage wise counts for direct reference on tapping the respective bucket, you can view the filtered list of applications of that stage onboard to start onboarding, users can click the onboard tab, enter the prospect’s details, select the onboarding flow, and assign a branch after submitting the form via the new onboarding button, an autologin link is sent to the prospect via email to begin their onboarding journey applications tab will direct you to the application list page, covered in the application management section the landing page is defined as dashboard page of the app the dashboard provides a quick and organized view of applications and their statuses it is divided into three key sections overview, quick actions, and all applications users can toggle between viewing data for predefined durations (like past week / month) or a custom date range take quick action in this section, any recently interacted applications are available to take action on by clicking on any required application, the user can get the details of the application like application number, name, status, the products the applicant is interested in etc customer details like, pan number, and dob are also present the rm can also resume the application by clicking on the 'resume application' button in case the action is pending with him web app overview in this section, the rm gets an overall overview of the applications here, details like the number of total applications, incomplete, draft and pending applications can be viewed in one place the progress between the total target and the target achieved can also be seen all applications here the list of all the applications can be seen it is also segregated into, all, new, pending, draft, pending for signing, drop off, diy, accept, reject, and inactive applications details like application number, merchant details, merchant number, date created and status can be seen the details of the application can also be viewed, application can be resumed and can be reassigned a specific application can be searched by using the search bar and the entire data can also be downloaded quick action same as for the rm app, the web app also has this section to take action on recently interacted applications getting help please feel free to contact us if you have any questions, require clarification, or have ideas for how to make the documents or any of our services better you can reach out to us at help\@signzy com