The overview page acts as the 'home' for an individual Discovery Journey (fact-find).

Different widgets provide you with at-a-glance details, informing you of what's been happening and how your client is progressing.

Applicant widget
Property widget
Export Discovery Journey button
Insights & flags widget
Documents widget
Total finances widget
Edit in Customer Portal

Applicant widget

As your client progresses through a Discovery Journey, the applicant widget will update. FrankieOne ID verification status will be present once your client has completed that step, as well as the client's credit score (provided by Equifax, only if Australian Driver Licence was used for ID verification). Learn more about ID verification statuses and how to reset a failed ID verification.

Tracking your client's progress

For a more detailed view on your client's progress, click on the '?' icon to open the Applicant progress tracker:

You can expand each section to reveal more details.

Communication with client

This shows you any emails we've sent to your clients, including the Sent date and Open date.

Start Discovery Journey

Invitation email
Terms of use
Credit guide

Reminders & requests

Start prompt: If your client hasn't started the Discovery Journey, we'll send them a reminder email Read more
Documents update request email

Read more on Primary vs. secondary applicant experience

Property widget

The address and an image of the property to be purchased or refinanced will appear once the client has completed the 'Your property' step.

Insights & flags widget

Insights & flags alert you to any declared or identified data points that you need to be aware of. All Insights & Flags across the entire Discovery Journey are accessible from this widget.
Read https://brokers.readme.io/docs/insights-flags to learn more

Documents widget

Shows the progress of documents provided by your client(s). By default there are no requested documents, so make sure to update this after sending out a Discovery Journey.
Read https://brokers.readme.io/docs/documents-1 to learn more

Total finances widget

A summary of the declared finances provided by your client(s)

Edit in Customer Portal

Launch Customer Portal and start editing the Discovery Journey as the Primary applicant. Learn more