← All help articles

Loan Officer Flight Deck

Loan Officer Flight Deck — Overview

Your day at a glance — pipeline pulse, commission pacing, borrower + referral partner activity, and action items.

What the LO Overview is

The single-screen view for a loan officer or LO manager — pace to funded, today's tempo, pipeline pulse, commission pulse, and any action alerts waiting on you.

How to use it

Scope toggles let you switch between "just me" and your team. Pinned widgets render at top.