Banker and Seller Dashboard

By admin, 19 September, 2024
Page Category
Dashboard
Dashboard
Page Sub Tabs
Tab Name

Branch View

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Tab Name

My View

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Page Title

Cardlink Application Tracker
Quick tip: Watch the Bank Smartly Card Reel to help guide your client discussions

Page Tooltip
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Banker Disclaimer
Tooltip
Pano Application Tracker
Tooltip RTE

The Cardlink Application Tracker status is updated daily at approximately 4 p.m. CST. Please allow a minimum of 5 business days for an application to be fully reviewed before calling Underwriting. Branch tracking is automated.

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Leader Board Title

Cardlink Leaderboard

Filter Title

Branch

Leader Board Tooltip
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Information
Tooltip
Leaderboard
Tooltip RTE

Cardlink Leaderboard

Top 10 bankers with the highest number of booked Bank Brand credit card Cardlink applications in the last 90 days. Only accounts booked through the Cardlink platform are reflected, not Fusion, Branch Apply or any other application platform.

Additional Information
Unique ID
status_shared
Value

Cardlink materials were shared with a client.

Unique ID
status_initiated
Value

A client reacted to Cardlink materials they received but have not yet applied.

Unique ID
status_entered
Value

Applications will remain on this tracker for up to 30 business days from the application date shown.

Unique ID
status_approved
Value

Applications are approved and cardmember should receive their cards within 7-10 business days of the Application Date shown. Applications will remain on this Tracker for up to 30 business days for your review.

Unique ID
status_booked
Value

Applications will remain on this tracker for up to 90 business days for your review.

Unique ID
status_turndown
Value

Applications will remain on the tracker for up to 30 business days for your review. During this period, you can monitor the application status and determine whether any follow-up is needed.
To assist you:

  • Hover over the Turndown indicator below to see if follow-up action is required.
  • Visit the Underwriting page on Card Central for:
    • Re-review request forms
    • Important phone numbers
    • Additional support resources
Unique ID
status_withdrawn
Value

Applicant has not accepted the offer and can remain on this tracker for up to 30 business days. 

Unique ID
status_no_activity
Value

If the banker has no activity, a message should appear: You have no Cardlink Application activity.

Help Text

No data available

Unique ID
product_name_tooltip
Value

Displays the names of all active/inactive products available in the database.

Section Widgets
Section Unique ID
product_name
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Widget Title

Products Name

Unique ID
shared_by_bankers_tooltip
Value

The total number of Bankers who have shared a particular product.

Unique ID
products _shared_tooltip
Value

The total number of products shared from the CardLink application.

Unique ID
calculator_shared_tooltip
Value

The total number of products shared with calculations from the CardLink application.

Unique ID
flyer_tooltip
Value

The total number of products shared via flyers from the CardLink application.

Unique ID
qr_tooltip
Value

The total number of products shared via QR from the CardLink application.

Unique ID
text_tooltip
Value

The total number of products shared via text messages from the CardLink application.

Unique ID
email_tooltip
Value

The total number of products shared via email from the CardLink application.

Unique ID
initiated_tooltip
Value

The total number of products initiated from the CardLink application.

Unique ID
apply_now_rate_tooltip
Value

The percentage of initiated products compared to the total products shared from the CardLink application (Initiated / Products Shared).

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