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The desk, credit and documents, in one place

Every file you are responsible for, what it is waiting on, and the record of what was decided — with your name against the decision.

The desk

Files assigned to you, and what each one is waiting on.

Credit

The assessment, the lender rules it was checked against, and the recommendation that followed.

Documents

What is held, what has been checked, and what is still missing.

Getting an account

Staff accounts are issued, not opened. An administrator creates one against a role, and you set the password yourself the first time you sign in — nobody here can see it or set it for you.

  • Your menu is built from your role, not a list everybody shares
  • A screen you cannot reach says so, rather than hiding quietly
  • A second factor is available and can be required for the work that needs it