How to VIEW PUSH requests inside a Queue - "Assign to Myself"

*This feature removes the need for Teams to have multiple users logging into one account with the same password.

On the Left of your dashboard you will see the main navigation toolbar. Under My Queues you will see the list of Queues that you have been invited to see. Click on any Queue listed to view the details of the requests.

This Queue details page will give you a full view of all requests (Pulls and Pushes) sorted by most recent at top.

Your Team may have multiple Queues created which any user can be designated to. A User can be assigned to multiple Queues.

3 Queues are included in this demo:

  • PRE Loan Apps (Queue details in above picture)

  • New Accounts

  • Loan Application Division 1

As a User with Queue access you now have 2 options: 1- You can “Assign to myself” any request or 2- you can assign another user within the Queue to view and manage the request.

1- If you “Assign to myself” then the request will disappear from the Queue and show inside YOUR My SENDS/Push tab on the left navigation toolbar and this Request is now your full responsibility. Choose the reqeust you would like to assign to yourself and click on “assign to myself”.

VIEW Push details of the Request along with the timeline details showing that User “Tori Mills assigned this send to George F Small” (assigned to user)