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.