LendPacket
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Getting started

Reading your dashboard

The dashboard (Dashboard in the sidebar) is your morning coffee view:

  • Stat tiles: open files, documents waiting for review (including unsorted uploads), stale documents, and quiet borrowers.
  • My files needing attention: files assigned to you with something to review, something stale, or a long-waiting item.
  • Documents awaiting review: oldest first, so nothing rots at the bottom.
  • Going stale soon: accepted documents whose freshness window ends within 14 days.
  • Quiet borrowers: people with outstanding items who haven't visited or uploaded in 5+ days — the ones worth a personal call.

If you've used 80% of your plan's active files, a banner appears here with a one-click path to the billing page.