HelloBello User Guide for Partner Organizations

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Deals Overview

The Deals feature dashboard in HelloBello provides an organized view of all loan deals submitted by your organization.

11 12 13 1 21 22 23 2 1 2 3 1112 131415 1 21222324252 1 2 3 4 5 6 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 1d 2d 3d 4d 5d 6d 7d 8d 9d J KLMNOPQRST U V W X Y Z A B C D E F G H I 10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9

10 11 12 13 14 15 16 17 18 19 20 21 22 23 24 25 26 27 28 29 30 1 2 3 4 5 6 7 8 9 J KLMNOPQRST U V W X Y Z A B C D E F G H I

1a 2a 3a 1b 2b 3b 1c 2c 3c K L M U V W A B C K L M N O P U V W X Y Z A B C D E F J1 11a 12a 13a 1a2a3a4a5a6 1b2b3b4b5b6 1c2c3c4c5c6 J2 J3 11b 12b 13b 1d2d3d4d5d6 1d 2d 3d

11a 12a 13a 14a 15a 16a 17a 18a 19a 20a

11b 12b 13b 14b 15b 16b 17b 18b 19b 20b

A1 B1 C1 D1 E1 F1 G1 H1 I1

In the sidebar navigation, click the Deals tab. A. Deal Summary: Displays total number of deals, total dollar amount for all deals, and total dollar amount for active deals. B. Filter Options: Users can filter deals by status, business name and institution name to quickly find specific deals. C. Deal Details: Lists each deal with detailed information including the business name, program name, creation date, dollar amount, location, institution name and current status. D. View Deal: Shows Deals Details, Integration Information, Business Information, Program Details, Application Information and Demographic Information. 10a 1a 2a 3a 4a 5a 6a 7a 8a 9a 10b 1b 2b 3b 4b 5b 6b 7b 8b 9b 10c 1c 2c 3c 4c 5c 6c 7c 8c 9c 10d 11a 12a 13a 14a 15a 16a 17a 18a 19a 20a 11b 12b 13b 14b 15b 16b 17b 18b 19b 20b 1d 2d 3d 4d 5d 6d 7d 8d 9d J1 A1 B1 C1 D1 E1 F1 G1 H1 I1 J2 A2 B2 C2 D2 E2 F2 G2 H2 I2 J3 A3 B3 C3 D3 E3 F3 G3 H3 I3 A2 B2 C2 D2 E2 F2 G2 H2 I2 A3 B3 C3 D3 E3 F3 G3 H3 I3

A1 B1 C1 A2 B2 C2 A3 B3 C3

11a 12a 13a 14a 15a 1

11b 12b 13b 14b 15b 1

A1B1C1D1E1F A2B2C2D2E2F A3B3C3D3E3F

Deals: Overview