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Staying on top

Your dashboard

Your numbers at a glance and the Needs attention queue: which loans need you, and why.

We're still recording this video

The written guide below covers everything in the meantime.

At a glance

The dashboard opens with a one-line summary, most urgent first, and four numbers: active loans, documents in, open tasks, and loans that need attention.

Needs attention

Every loan that needs a hand is listed with the reason, highest priority first, then the longest quiet:

  • Link never opened: sent 2 or more days ago and not opened.
  • Reminders used up: the automatic reminders reached their limit.
  • Awaiting re-upload: you asked for a new copy. Urgent once it's been quiet for 3 days.
  • Stalled: no activity for 3 days.
  • Chasing paused: you paused reminders on this loan.
  • New upload: files you haven't looked at yet.

Each row carries the fix: send a reminder, resend with a message, copy the upload link, mark uploads seen or resume reminders, without leaving the page.

Drive status

A chip shows whether your drive is connected. If a drive is missing, paused or needs reconnecting, a banner across the top says so, because uploads can't land until it's fixed.