Journey Workspaces 18.11

Views - A view is a pre-created filter that allows agents to get to the tasks that they must work on quickly.

• An efficient way to keep track of pending applications that need to be processed.
• High visibility on the applications that enter and exit task queues.
• Reduce overall time to find the tasks that need to be processed.

Filters - Views can be further refined to support the needs of processing agents by filtering and/or sorting on specific task list columns.

• Offers the ability to augment a view's pre-configured criteria.
• Filtering allows further narrowing down on the search criteria.
• Can specify multiple filter conditions to hone in on specific applications.

Applicant Info - Applicant info summarizes the key information about the applicants.

• A simple summary about the applicants in the application.
• See key applicant details like name and phone number at a glance.
• Easily differentiate between applications with a single applicant or joint applicants.

Background checks - Validation results from third-party services can be seamlessly integrated and viewed in Journey Workspaces.

• Summary of the results from integrated third-party services.
• Visual indicators that aid in identifying the actions required on pending applications.

Application timeline - A simple application timeline with the ability to add and review notes.

• A streamlined way to track the stages that an application has completed.
• A space for processing agents to add and review notes about the application.

Attached documents - Add and review the attached documents captured at various application stages.

• A centralized place for reviewing documents attached to the application at various stages.
• Attach additional supporting documents while reviewing the application.