Admin Guide
Managing lenders, users, and platform settings.
Managing Lenders
Creating a lender organization requires the following fields: name, loan types, currencies, APR range, amount range, accepted asset classes, minimum Net Asset Index, term options, and terms and conditions.
You can edit any lender profile at any time. Changes are reflected on the marketplace immediately.
To deactivate a lender, set their status to INACTIVE. This is a soft delete — deactivated lenders are hidden from the marketplace but their data is preserved.
Managing Users
The user directory displays each user's name, email, role, report count, and join date.
To change a user's role, click the "Role" button, select the new role, and confirm:
USER to ORG_MEMBER
Requires selecting an organization to link the user to.
USER to ADMIN
Immediate promotion. No additional configuration required.
ORG_MEMBER to USER
Removes the organization link and reverts to standard access.
Platform Metrics
The overview dashboard displays: total users, active lenders, total applications, and conversion rate.
Conversion rate is calculated as applications submitted divided by users who have generated at least one report.
Application Oversight
Admins can view all applications across all lenders. Filter by status: Pending, Accepted, Declined, Info Requested, or Under Review.
Admin can view but not act on applications — that is the lender's responsibility.