BankProspector - Dashboard Overview

The Dashboard

The Dashboard is your home screen — it’s the first thing you see when you log in. Think of it as mission control for your prospecting.

Quick Actions

At the top of the Dashboard, you’ll see four Quick Action cards that give you a snapshot of your activity:

  • Contacts: Shows how many contacts you’ve saved and your most recently added contact with their title and institution. You’ll also see your Enrichment Credits balance here.
  • My Watchlists: Shows how many institutions you’re monitoring across your different watchlists (like Targets). Click View Watchlists to jump straight to your lists.
  • Notes: Shows your total notes count and your most recent note. Click View Notes to see all of them.
  • Reminders: Shows any pending reminders with their due dates. This is a great way to make sure you’re following up with lenders on schedule.

Watchlist Analytics

Below Quick Actions, you’ll find the Watchlist Analytics section. This is where things get really useful. Select any of your watchlists from the dropdown and you’ll see aggregated trend data for the institutions you’re tracking.

Trend Analysis (8 Quarter AVG)

This chart shows you the NPL Ratio and Loan Totals trends over the last eight quarters for the banks or credit unions in your selected watchlist. You can toggle between the two views using the tabs above the chart.

The shaded area on the chart gives you a visual sense of the trend direction — is the NPL ratio climbing or falling for the banks you’re watching? This can help you time your outreach.

Loan Portfolio Trends

On the right side, you’ll see Loan Portfolio Trends broken into three tabs:

  • NPL Composition: Shows non-performing loan totals broken down by category — Residential, Commercial Real Estate, Commercial Industrial, Consumer, Construction, and Agricultural. Each category shows the total value, along with the 90+ Days Past Due and Nonaccrual amounts. The NPL percentage badge next to each category tells you the ratio at a glance.
  • Delinquent & Charge-offs: Focuses on delinquency and charge-off data across categories.
  • Total Portfolio: Shows the overall portfolio size by loan type.

You can switch between Banks and Credit Unions using the toggle buttons in the top-right corner of this section.

Saved Searches

Further down the Dashboard, you’ll see your Saved Searches. These are bank or credit union searches you’ve saved for quick re-use. Each saved search shows its name, when it was last run, and whether it’s filtering banks or credit unions. Click the play button to re-run a search instantly.

💡 Tip: Saved Searches are a huge time-saver. Instead of rebuilding your filters every time, save the searches you use regularly and re-run them right from the Dashboard.

Recent Exports

The Recent Exports section shows your most recent CSV downloads with the export type (Reminders, Notes, Watchlist, Bank Search, etc.), file size, and how long ago it was generated. You can click the download icon to grab any export again.