The data of a user can be searched and managed through Teal’s dashboard. Risk and underwriting teams at the lenders will be able to easily keep track of the level of conversion of their users, as well as go in depth into each user’s history and information.
Home Lenders can use their Home page of the dashboard to manage their KPIs on underwriting levels. Lenders can personalise their Home dashboard in order to keep a track of their performance on KPIs that matter to them most.
- Track the number of accounts linked across any time period
- Evaluate the success rate and drop off of users across Teal’s income verification process
- Compare the payroll platforms and employers depending on conversion levels
Connections On the Connections space, the lender will have access to identity, income and employment data at a singular level. Here, the lender can keep track of the history of the user, as well as export data in a format that is most relevant for their internal processes (CSV, PDF).
- Deep dive into each user’s linked accounts to know more about their identity, income and employment status
- Export the data at a user level to analyse it or add into your risk assessment models
- Monitor the status of a connection and take action on users that are blocked in the process or have revoked access
API Keys You can manage API keys by creating new ones or revoke those that might be exposed.
Settings The Settings space permits lenders to personalise their dashboard experience at their will, as well as manage their subscription.
- Manage organisational access controls for teams and subscription terms
- Configure the look and feel of the dashboard
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