Real-Time Reporting Features

Never touch a spreadsheet again! Filter, sort, group and customize your data with our feature rich reports in real-time.

1

General


General reports are available to view:

  • User last login history
  • User login history – each login
  • User password reset/change history
  • Invalid login attempts
2

Lead Management


Lead management reports are available to view:

  • Usage – new created and lead historical events
  • Lead activity – lead event history
  • Lead source – where leads originate
  • Lead status – which leads are in what status
  • Loan scenario rate types – how many fixed vs ARM products are being quoted
3

Landing Page


Landing page reports are available to view:

  • Full online applications received
  • Quick online applications received

Incorporate Google Analytics or your favorite analytic software with your landing pages to learn more about where your visitors come from and how they interact with your site.

4

Open House Flyers


Open house flyer reports are available to view:

  • Usage – flyers created, copied, deleted
  • Usage pivot – usage report in pivot grid format
  • APR analysis – APR breadown for each flyer
  • Loan scenario rate types – how many fixed vs ARM products are being quoted
5

Marketing


Marketing reports are available to view:

  • Library usage – who is using the library and what marketing pieces are they retrieving

Filter

Apply filters and narrow the data contained in a report.

Group

Group data by dragging column headers to the Group Panel.

Sort

Click a column header for ascending order and clicking again for descending order.

Save

Save a report with its current filters/grouping settings.

Load

Load a report you previously saved.

Export

Export a report in .pdf, .csv, .xls, .xlsx format.

Ready to Get Started?

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