ID | Panel Name (eKeeper) | Panel Name (UX) | Scope | WF / UI | Version | Phase | |
|---|---|---|---|---|---|---|---|
Mortgage Details 1 | Application Details | Y ⭐⭐ | WF | 2 | |||
Mortgage Details 2 | Product Details | Y ⭐⭐ | WF | 2 | |||
Protection Details 1 | Protection Details | Y ⭐⭐ | 1 | ||||
Protection Quote Details | Protection Quote Details | Y ⭐⭐ | 1 | ||||
Action History | Y ⭐ | 1 | |||||
Diary Entries | Diary | Y ⭐ | WF | 2 | |||
Attached Files | Attached Files | Y ⭐ | WF | 2 | |||
Custom Fields | Custom | Y ⭐ | WF | 2 | |||
Simple Tasks | Tasks | Y ⭐ | WF | 2 | |||
Document History | Document History | Y ⭐ | WF | 2 | |||
Participants | Participants | Y ⭐ | WF | 2 | |||
Stage History | Product History | Y ⭐ | WF | 2 | |||
Ticklists | Y ⭐ | 1 | |||||
Commission Details | Commission Details | Y ⭐ | WF | 2 | |||
Initial Enquiry Details | Initial Enquiry Details | Y ⭐ | WF | 2 | |||
Related Products | Y ⭐ | 1 | |||||
Product Image Showcase | N | - | |||||
Investment Transactions | N | - | |||||
Investment Funds | N | - | |||||
Credit Search | N | - | |||||
Hometrack Search | N | - | |||||
Borrower Experience | N | - | |||||
Product Timeline Panel | N | - |
General
Content
Integrations