Dashboard:

Send the Optimus link to get pre-qualified.

Projects overview and performance.

Applications

View a list of applications submitted to lenders.

Click the application to:

• View homeowner contact information
• Take action on the project/enter project details
• View the application timeline
• View the loan details
• View lender and EGIA comments

Merchants

• View Team Members
• View Training Status
• View Admin Status
• Copy Direct Link

Team

• View Team List
• View Admin Status