Auto book
Signals
Borrowers needing action
| Member | Vehicle | Balance | Channel | Signal | Agent |
|---|
Rory Portal
| Member | Vehicle | Balance | Channel | Signal | Agent |
|---|
No signals in this channel right now.
Loading…
Points, cash-out, and reward moments in the member app and web portal. Turning rewards off hides them everywhere; balances are kept and return if you turn it back on.
| When | Actor | Action | Details |
|---|
No portal activity recorded yet.
Nothing needs a person right now.
No payments recorded yet. They land here as members submit them.
The "For you" carousel on the app's Explore tab. The featured offer renders as the brand-color hero; the rest are cards. A button can run an in-app action (refi offer, pay-ahead sheet, AutoPay setup, All products) or open an external link.
Education modules on your institution page. Members earn the points once per lesson; a lesson can end with a quiz. Generate quiz drafts questions from your lesson text for review.
Everything you offer. Featured rows show on the Explore tab under "More from"; the full list is the All products page, grouped Borrow / Bank. Illustrated art replaces the icon tile; a link opens your own product page.
The tools under "Manage your loan" on the Explore tab. Featured tools ride the tab; every enabled tool shows on the Loan calculators page. The math ships in the app, so the tool is picked from a fixed list; the label and order are yours.
An empty section keeps Rory's built-in defaults. Every save is recorded.
Viewers see aggregate reporting; editors manage app content; operations staff see payment details; auditors have read-only payment and audit access; admins manage the team. Every change is recorded.
| Name | Role | Status | Last sign-in |
|---|