Lead Dashboard

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Lead Dashboard

Program Navigation: toolbar > Clients > Insert > Lead Dashboard

·This window allows a user to insert a new lead record or to manage the details of a selected lead.

·The window contains different tabs in which specific information such as the lead's budget, banking details and personal details can be captured/edited.

·A lead's proposal is also generated automatically when all relevant lead and obligation information is completed in this window

·A lead's obligations and fee records (Such as Restructure and Legal Fees) are captured in this window

·A lead's status (such as "Accepted" and "Terminated") is selected in this window

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Click on the following headings to expand:

Minus18 [1]Summary

oThis window allows the user to view the basic information of the lead as well as a summary of the financial and proposed figures

oThis window also displays an error list (when applicable) outlining a list of criteria not yet fulfilled in order to successfully validate a Universal Rule Set proposal or save the lead file and generate a plan, double clicking on a specific error will navigate the user to the relevant window and/or feature.

SummaryLeads

This is an example of the summary tab

Minus18 The following can be found on the Summary window:

Lock Lock Affordability:

oThis control allows the user to insert an affordability amount and prevent the system from calculating the affordability automatically (the lead cannot be saved successfully as long as this control is active.

· DisablePayPlan Disable Calculations:

oThis control will disable certain features and will prevent changes to fields that would cause the proposal to calculate, effectively locking the proposal.

· EnablePayPlan Enable Plan Start Date:

oThis control will enable the "Plan Start Date" field which will allow changes to the date to be made.

·Plan Start Date:

oThis field allows the user to insert/edit the plan start date of the lead, this will also change the proposal start date of all the lead's Obligations, and this date cannot be later than the earliest date uploaded to the PDA.

· BlueLockFees Lock Fees:

oThis control will disable certain features and will prevent changes to fields that would cause the Fees to change

· PromoteLead Promote lead:

oThis control will change the lead status from "lead" to "Client", this will also move the lead to the "Clients" list.

·lead VAT Rate:

oThe VAT Rate of the selected lead.

·Proposal Status:

oAllows the user to select the status of the lead's proposal, this also determines the type of Universal Rule Set validation done.

·Universal Rule Set Response ID:

o This field is populated by a Universal Rule Set response ID upon a successful Universal Rule Set validation.

· DCRSVal Validate Universal Rule Set and Generate Plans:

oThis control will send the current proposal to the Universal Rule Set Centralized system for validation, in the case of a failed validation, a message will be displayed indicating the reason for the error, in the case of a successful validation, a Universal Rule Set Validation ID will be inserted.

Plus18 [2]Lead Information

Minus18 [3]Budget

oThis form contains various tabs which allow the user to insert and edit the Income, deductions and expenses of the lead.

oThe affordability (monthly payment) of the lead is determined through adding and subtracting the values contained in the various budget tabs.

oAn estimated Minimum proposal solve amount is also displayed on the budget window.

This is an example of the lead Info tab

Minus18 Income

oThis browse allows the user to insert/edit the lead's monthly income.

oThis browse allows the user to insert/edit the leads and/or spouses monthly income.

oAdditional sources of income can be added if applicable (Rent income, Maintenance).

oA total Income figure is also displayed at the bottom of the tab.

oThe total deductions and expense figures is subtracted from the total income figure in order to create the affordability amount.

This is a example of the Income tab

Minus18 Deductions

oThis browse allows the user to insert/edit the lead's monthly deductions.

oThis browse allows the user to insert/edit the leads and/or spouses monthly deductions.

oAdditional deductions can be added if applicable.(Life insurance, Retirement Plan)

oA total deductions figure is also displayed at the bottom of the tab.

oThe total deductions figure is subtracted from the total income figure in order to create the affordability amount.

This is an example of the deductions tab

Minus18 Expenses

oThis browse allows the user to insert/edit the lead's monthly expenses.

oAdditional expenses can be added if applicable.(Internet, Clothing)

oA total expenses figure is also displayed at the bottom of the tab.

oThe total expense figure is subtracted from the total income figure in order to create the affordability amount.

This is an example of the expenses tab

Minus18 Assets

oThis browse allows the user to insert any assets that the lead owns.

oThis browse allows the user to insert/edit the lead's assets

oAssets do not affect the Affordability of the lead.

This is an example of the Assets tab

This is an example of the assets form

Minus18 The following can be found on the Asset window:

·Category:

oAllows the user to select a category for the Asset.

·Description:

oAllows the user to insert a Description for the Asset.

·Amount :

oAllows the user to insert the value of the Asset.

·Status:

oAllows the user to select the status of the Asset.

·Encumbered:

o Allows the user to mark the Asset as encumbered, also makes a "Credit Provider" field available to edit.

·Credit Provider:

oAllows the user to insert the credit provider, only available if the asset is "Encumbered".

Plus18 [4]Fees

Plus18 [5]Obligations

Minus18 [6]Dependents

Minus18 [7]Consultants

·This browse allows the user to insert one or more consultants handling the selected lead's portfolio.

·Only one of each consultant type is allowed per lead.

This is an example of the Consultants browse

This is an example of the consultants form

Minus18 The following can be found on the consultants browse: