After logging on to MHub, click the dropdown menu at the top of the screen and click Loan Tracker
Click Leads to see more information on the individual cases You can export an excel file of the data and also use the filter function to view desired categories
Click on the specific name/case that you would like to view
On the left, view the status of the assigned bankers
Click Nudge to notify/remind the banker on the lead (SMS will be sent to the banker) The nudge function can be used 1 day after the loan case is created and subsequently, 3 days
Click Remark at the banker section or Add Remark at the timeline section to send a specific message or the same message to multiple bankers
Click the tick icon on the top right-hand side to send