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3.8.2
Loans Maturing Details ................................................................................................................... 3-20
3.8.3
Business Opportunities .................................................................................................................... 3-21
3.8.4
Watch List Accounts......................................................................................................................... 3-22
3.8.5
Pending Authorization Contracts .................................................................................................... 3-23
3.8.6
Bulletin Board.................................................................................................................................. 3-23
3.9
RELATIONSHIP MANAGER DASHBOARD ................................................................................................... 3-23
3.9.1
Business Opportunities .................................................................................................................... 3-24
3.9.2
Business Done for the Month – Self................................................................................................. 3-24
3.9.3
Business Done for the Month – Team .............................................................................................. 3-25
3.9.4
Customer Upgrade/Downgrade....................................................................................................... 3-26
3.9.5
Loans & TDs Maturing.................................................................................................................... 3-26
3.9.6
Bulletin Board.................................................................................................................................. 3-27
3.10 ORGANIZING DASHBOARDS ...................................................................................................................... 3-27