BankProspector V2 - Dashboard Overview

BankProspector’s dashboard is a high-level overview of each member's system utilization as well as a snapshot of the current Market Overview.  

Starting in the top left of the dashboard, members will see “Your Prospecting” which is a look at how many targets, contacts, and contact notes have been created under that account.  Members can also see how many contacts they’ve consumed vs how many contacts were available and when more contacts will be distributed to that account.

Moving to the right, members will see the Market Overview, which shows current statistics of Banks, Credit Unions, Servicers, and Contacts available in our system.  There is also a timestamp that indicates when this data was last updated.  

Moving down, members will see Your Target Banks and Credit Unions map.  This section also includes a timestamp of when the map was last updated based on new institutions being added or old ones being removed.  Members are able to zoom in and out of the map, as well as filter by Banks, Credit Unions, or all targets.

In the Your Target List REO Totals, users can toggle between bank and credit union data.  On the bank data, members will see current and historical charts showing the REO market for any banks targeted in the account.  Members can hover over each section of the chart for a more in-depth look at the data.  Hovering over an asset type section in the charts will include: Asset Type Text Label and Color (Residential - Green, Commercial - Navy, Construction - Yellow, Farmland - Sky Blue or Multifamily - Grey ), the count of loans available for each asset type, as well as the REO total $ value for that asset type.  The historical charts also include a label indicating what quarter each bar represents so members can see what the REO market has done over the past 8 quarters.

Your Target’s Default History is an overview with charts indicating historical data on all asset types for Banks or Credit Unions.  Members can toggle between Banks and Credit Unions to get a better understanding of the data.  These charts can be filtered to show specific data against specific asset types for Banks and Credit Unions by clicking on the drop-down menu in the upper right corner of this section.  Members can select one or all asset types to zone in on specific asset information.  The bar chart shows delinquencies and non-accrual totals over the last 8 quarters combined for all asset types that have been selected in the filter.  The donut chart displays a colorful version of the data which is connected to the legend on the right side of this section, so users can easily see an overview of the totals displayed.  Members can hover over the charts to see more specific information, including asset type label and color, count of banks, and dollar values for each.

Saved Searches is an area to quickly pull up a previously saved Power Search.  Clicking on the Individual Search name next to the search icon will pre-populate the Power Search for our members.  Members can also click the View All link in this section to load the Power Search and browse through the “Select Saved Search” area to pull up a previous search saved on the account.

At the bottom of the dashboard, members will see 3 sections: Recently Targeted Banks and Credit Unions, Recently Added Contacts, and Help Articles.

Starting at the left, Recently Targeted Banks and Credit Unions will show members a list of the last 6 targeted banks and credit unions.  Each institution's name is linked to go directly to that institution's individual page. 

Moving on to Recently Added Contacts, members can either view All Contacts which links to the Contacts page directly, or alternatively, members are able to click into a specific institution and view the contacts associated with that institution.  

Finally, we have Help Articles, which is a section of quick links to view frequently asked questions while using BankProspector.  From time to time these will change as questions and the app evolve, but they will get members quick answers to the top questions inside of the app so you don’t have to navigate to our Help Docs in these cases.