Company Homepage
When you log into the company homepage in ConcordLink, you land on a central hub for navigating the platform. You can quickly access products, lenders, reports, and configurations, along with a snapshot of recent activity. The homepage also provides direct shortcuts to key areas, including obligations, obligors, products, and users.
The right-side panel provides quick access to links, products, and users. All obligations and obligors are listed under Links.
Overview
The Overview is the main landing page for a company within ConcordLink. It provides a centralized summary of client portfolio information, recent activity, and quick-access links to key platform areas.
Client activity
The Client Activity section displays a real-time log of all actions taken within the client's portfolio. Each entry includes the date, type, user, and content. Select the down arrow to access additional filters for date range, activity types, and list or table view.
Products
The Products section is accessible from the client-level navigation bar. It displays all loan products configured for the client and lets authorized users manage product templates and settings.
Products table
This table displays the name of the product, product code, previous product templates, date last modified, and actions for managing the product.
Product inheritance
ConcordLink uses a product inheritance model, meaning a product can be built on top of a parent template. This structure lets you define common settings once at the template level and share them across multiple products.
Actions and filters
Each product row includes action icons on the right side: view, export, upload, import, download, restore, delete, and history. Use the filter by name search field at the top of the table to quickly locate a specific product.
Treasury
The Treasury section contains financial settlement and banking information. Selecting the dropdown menu displays the summary, accounts, and payments pages. Access to Treasury is permission-controlled, changes are for authorized users only.
Lenders
The Lenders page displays the configuration details for a specific lender associated with a client. It defines the financial rules, limits, and settings that govern how the lender's portfolio is managed within the platform. Lender settings drive the flow of funds, they determine where payments received are deposited. This page is primarily useful for agents because of the lender contact information present after selecting a lender.
Reports
The Reports section provides access to standard financial and operational reports. Agents can view reports immediately and export data in multiple formats.
Available standard reports
| Report | Purpose | Key data points |
|---|---|---|
| Account Status Report | Overview of all customer accounts and their current status | Account number, balance, status, type, last activity date, interest rate, payment status |
| Delinquency Detail Report | Detailed breakdown of delinquent accounts with past-due payment info | Days past due, amount past due, payment history, last payment date, contact info, collection notes |
| Delinquency Summary Report | High-level summary of delinquency trends and statistics | Total delinquent accounts/amount, breakdown by age, delinquency rate by product, trend comparison |
| Transaction Detail Report | Complete record of individual transactions | Transaction ID, date/time, type, amount, running balance, reference number, processing status |
| Trial Balance Report | Financial reconciliation showing all account balances at a point in time | Debits, credits, totals by category, as-of date, debit/credit difference |
Audit history
Audit History is a detailed change-tracking tool that records every modification made to a record's fields and activities over time. It provides a complete, tamper-proof trail essential for compliance, troubleshooting, and data governance.
