Public Feature Guide
Cowtown Asset and Transaction System (CATS)
Dedicated directions for one feature at a time.
Asset Operations
Asset Board
Portfolio view across asset statuses and next actions.
Who Uses This Feature
Admin and Asset Manager
Asset Operations
What This Feature Can Do
- See assets by lane
- Filter by portfolio type and workflow
- Review portfolio pressure points quickly
- Switch to a mobile-friendly stacked card view on phones and tablets
How To Use It
- Use it for broad daily triage.
- Open assets from the board when they need a decision.
- Switch filters when you need Retail, Broker Direct, or Other AMC views separately.
- On mobile, use the stacked lane view instead of expecting drag-and-drop behavior.
This page explains the purpose and normal use of the feature. Actual access to the live feature still depends on the signed-in user's approved role and rights.