The dashboard serves as the central hub for starting and accessing deals submitted in the portal or via the Partner API. Across the top, you’ll find quick and easy navigation options to everyday actions like Search, New Application, log out, and more.
Keep tabs on the performance of your portfolio with portfolio ratios. Here, you can quickly identify your rate of performance against key performance indicators (KPIs) that let you know how many deals have been submitted and of those deals, how many are approved, funded, written off or defaulted.
A filing cabinet of all open deals. Your application list helps you keep track of the status of your submissions. Simply select a status of your choice to view all of the applications under that status.
Your portfolio list offers insights into your portfolio performance, such as active accounts and those in renewal status. You may select any of the work queues under portfolio list to view the related customer files.
Your financial summary offers insights into your portfolio’s financial performance, such as Dollars Funded, Dollars Collected, and Dollars Outstanding.
Pro Tip Only deals funded via your BFS Partner portal will be calculated under portfolio ratios, portfolio list, and financial summary.