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Admin, Investor, Treasury, Investor Before Account, Capital Markets -…
Admin
Investors
Detailed view of investor
with reporting
Tranches
Detailed view of tranches
with reporting
Investor
Investor's own Tranches
Purchased/Closed tranches
Loan details
Loan Documents
Investor's own Sales Tape
Ongoing tranches
Review/Edit/Approve
Dashboard - KPI's
Reports
Documents
Treasury
Tranche management
Create/Edit Tranches
Sales calendar
Sales tape
List of Investors
Detailed view of investor
with reporting
Investor
Before Account
Request access
get access
try demo
Account Created
sign documents
wait for Capital Markets
Capital Markets
Homepage
Investor Timeline Flow
Access Requested
Ongoing Onboarding
Documents
Onboarded Investors
Detailed view of investor
with reporting
Documents
Investor View
collect information about
the investor