Banker and Seller Dashboard

By admin, 19 September, 2024
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Branch View

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My View

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Page Title

Cardlink Application Tracker

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Pano Application Tracker
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This Tracker provides details of all client interactions across the four Share channels. Application status updates display for 30 days and 90 days for booked accounts. The Tracker updates daily Tuesday through Saturday around 4:00 p.m. CST. Shared and Initiated status reflect Cardlink materials were shared but an application was not submitted, therefore an ACAPS number will not appear.

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Leader Board Title

Cardlink Leaderboard

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Branch

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Leaderboard
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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

Shared reflects Emails to clients, and QR codes. Texts to clients do not display in Shared, they are reflected in Initiated.

Unique ID
status_initiated
Value

Clients clicked “Apply Now” from an email share and within Cardlink but have not completed/submitted the application. Once the application is submitted, it moves to Entered status.

Unique ID
status_entered
Value

A complete card application was submitted and an ACAPS Number was created. Allow at least 5 days for review before contacting Underwriting.

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

Congratulations! Contact your client to review features like adding it to their mobile wallet.

Unique ID
status_turndown
Value

Hover over the Turndown indicator for details on decisioning and determine if client follow up would be beneficial. Visit Card Central Underwriting page for re-review request forms, contacts, and resources.

Unique ID
status_withdrawn
Value

The applicant declined the offer.

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 Cardlink activity available.

Unique ID
product_name_tooltip
Value

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

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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