Vendor Site

Make your work easy with us.

showcase-1
showcase-2
showcase-3
showcase-4
showcase-5
showcase-5
showcase-5

Vendor Site For Loan Application

The vendor site is working as an agent. An agent can create their own Representative and own Leads their own Project also agents can assign their representative. The loan process like one officer and processor can be assigned to any agent that agent can see their assigned task file bucket and view loan documents. An agent can upload their file into any task/lead. The lead section has so many functionalities such as task make, file bucket, reminders, notes, proposals, etc.The vendor dashboard has all things like project status, assign project or task, payment, invoice, contact, proposal everything showing in the dashboard. The Vendor calendar are showing every single task, project, reminder due dates, and more information.

Project Summary

This is the vendor project summary. Here you can see how many project are created for vendor. In this section vendor can see the invoices information. Here vendor can see which projects are started, not started, in progress, completed and cancled. Vendor can upload document from here and can see other projects document that share by admin.

  • See the projects.
  • Upload documents.
  • See the invoice report.
  • See project report.

Assigned Project

In this assigned project you can see task list that you have need to complete. Here you can see which task need to complete at first and which task have so many work. Here you upload documents for the task. You can send text messages, email, make phone calls and can set zoom meetings for the projects. You can easily managed this task from roots.

  • Share documents.
  • Make phone call,zoom meetings etc.
  • See the task report.
  • Download the documents.

Add Representatives

In this section you can add representatives. Representatives represent your work and you add them easily from this section. Just fill the information of you representatives. You can see the representatives reports easily, which represenatives are working or which represenatives are not working. So you can manage them easily.

  • Create the representatives.
  • Manage the representatives.
  • Tracking the representatives.
  • Representatives reports.

Add new projects

In this section you can create a new projects. When you create the projects then you can assign representatives that you have created. Here you can set billing type, status and many other option that will help for your projects. Once you created the projects then you can easily managed them.

  • Create projects.
  • Manage projects.
  • Assign represenatives.
  • Set the status and time.

Our Video

Vendor Site Photo Gallery

×