Command Palette
Jump to a view or workstream
New Loan
Where every member loan request lands first, straight from the intake form (52% of all member requests are loans). What to do: acknowledge the member, let round-robin hand it to an MSR — the queue is hidden, so no one cherry-picks — and pass a clean, triaged request to Loan Preparation. Replaces Earl's shared, cherry-pickable queue.
Intake Sources
One front door for every new loan request — captured once, no rekeying. 5 of 7 channels auto-load.
Core loan-app object (LNAP)
Polls core every 5 min · full reload ≥ 24h
Member self-serve request
Real-time
Public site inquiry form
Real-time
Indirect auto integrations
Real-time · dedupes repeats
Branch teller hand-off
On referral
MSR-keyed at the desk
New Loan Inquiry form ↑
Parsed inbound member email
On receipt