Client Details

The Client Details section provides comprehensive information collected about the user.

This information is compiled from tasks completed by the client and files uploaded by the user. Leveraging our advanced AI tools, we extract key data points from these files.

Details Summary

At the top of the page, you will find a summary of all the data points collected. The datapoints are crosschecked and populated from the diffrent tasks that the user has performed.

Navigating Between Tasks

To switch between tasks:

• Click the Task: (name of task) button.
• Select the desired task.

As data is extracted by our internal systems, a preview of the uploaded file is displayed alongside the extracted data points.

Switching between clients

In the event that a loan has multiple participants, the different participants are displayed as circular avatars on the side. Click to toggle between each one.