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Collateral360® May Lunch & Learn:

Master Your Dashboard for Maximum Efficiency

MAY LUNCH & LEARN:

Make the Most of Your Collateral360 Dashboard

Wednesday, May 14, 2025
11:00 a.m. PT / 1:00 p.m. CT / 2:00 p.m. ET

(30 minutes)

Join us for our May Lunch & Learn session where we’ll walk through how to interpret and optimize your Collateral360 dashboard to improve your day-to-day due diligence workflow.

What You’ll Learn:

  • How to effectively filter and organize your data
  • Best practices for viewing alerts, messages, and monitoring activity
  • Understanding column definitions and tab functions
  • Real-time insights to keep your workflow moving smoothly

Who Should Attend: This session is designed for all users — whether you’re a Lender User, Manager, or Executive. If your role depends on the Collateral360 dashboard for managing daily tasks and due diligence, this is for you.

Why Attend: Gain confidence navigating your dashboard like a pro. We’ll help you move from clutter to clarity and unlock the full potential of your dashboard with practical tips and a live demo.

Presented by:

jonathan Ozimek (1)

 

Jonathan Ozimek

Customer Success Manager, LightBox

 

Jonathan Ozimek is a seasoned Customer Success Manager at LightBox, where he has been a key member of the CSM team for the past three years. With over 15 years of experience in project management and software-as-a-service (SaaS) platforms, Jonathan brings a wealth of industry knowledge and a strong track record of driving customer satisfaction and success.