Introduction:
Header Views are a powerful feature within Lender’s platform, designed to enhance the customization and usability of the loan editing interface. This article will introduce Header Views, explain their purpose, and outline how they can be defined and utilized within the platform.
What are Header Views?
Header Views refer to the primary and secondary headers displayed while editing a loan. They allow customization of the fields shown in these headers, providing a tailored view of loan information. Multiple Header Views can be created and assigned to different individuals or groups, ensuring that each role within the loan origination process sees the most relevant information. For instance, underwriters can have different headers on loans than loan officers, aligning the displayed information with their specific needs and responsibilities.
Core Features of Header Views:
Customizable Headers:
Header Views allow customization of both primary and secondary headers. Users can define which fields are displayed, ensuring that only the most relevant information is presented.
Multiple Views:
Multiple Header Views can be created to cater to different roles within the organization. Each view can be customized to include the fields most pertinent to the specific tasks and responsibilities of the user group.
Role-Based Assignment:
Header Views can be assigned to individuals or groups of people. This means that underwriters can have a different set of headers compared to loan officers, providing each role with a tailored view that enhances their workflow.
Improved Efficiency:
By displaying only the most relevant fields, Header Views reduce clutter and make it easier for users to find the information they need. This improves efficiency and ensures that users can focus on their specific tasks without unnecessary distractions.
Examples of Header Views:
Underwriter Header View:
This view might include fields such as loan status, risk assessment, and condition checks, providing underwriters with the information they need to make informed decisions.
Loan Officer Header View:
This view could feature fields like borrower contact information, loan application details, and document status, helping loan officers manage borrower interactions and application processing.
Processor Header View:
Processors might have a header view that includes fields related to document verification, task status, and communication logs, ensuring they have all necessary information at their fingertips.
Benefits of Using Header Views:
Tailored Information:
Customizable Header Views ensure that each user sees the information most relevant to their role, enhancing their ability to perform their tasks efficiently.
Reduced Clutter:
By limiting the displayed fields to only what is necessary, Header Views reduce clutter and make it easier for users to find important information quickly.
Enhanced Focus:
Role-based Header Views help users focus on their specific responsibilities, improving overall productivity and accuracy in the loan origination process.
Flexibility:
The ability to create multiple Header Views and assign them based on roles or user groups provides flexibility to adapt to the unique needs of your organization.
Conclusion:
Header Views are an essential feature within Lender’s workflow automation toolkit. By allowing customization of the fields displayed in loan editing headers and enabling role-based assignments, Header Views ensure that each user has access to the most relevant information. This feature enhances efficiency, reduces clutter, and improves focus, ultimately optimizing the loan origination process.