Quick Start for Processors
Step 1: Open Your Queue
Navigate to the Funding Queue and click the My Queue tab. This shows only your claimed items, sorted by SLA urgency (red first).
Bookmark the URL with ?tab=my-queue to always land on your personal queue.
Step 2: Claim Work
Two ways to get work:
- Pull Next - Click the “Pull Next” button to auto-claim the most urgent unclaimed item
- Manual Claim - Switch to “All Items” tab and click “Claim” on any unassigned row
Step 3: Process the Submission
- Click the contact name to open their detail page
- Review credit info, funding plans, and notes
- Update the status as you progress (Plan Needed > In Progress > Complete)
Step 4: Invoice When Complete
- When processing is complete, navigate to Invoices
- Click “Record Payment” when the operator pays
- Track the balance in the AR Dashboard
Keyboard Shortcuts
| Shortcut | Action |
|---|
| Cmd+K | Open global search |
| Cmd+Shift+D | Toggle demo mode |
