Related Parties Report
This report shows the borrowers and all the contacts involved with the loan transaction. It uses the date contacts were assigned to loans.
Borrower List
This report generates a list of borrowers. It uses the borrower Create Date field to select borrowers for the report.
Borrower Profile
This report shows the information of the borrower currently displayed. It does not use a date range to select people. However, you can edit and preview the report.
Closing Report
This report summarizes all your closed loans during a specific time. It uses the Estimated Close Date to select records.
Commission Forecast
This reports shows earned commissions on closed loans. It uses the values in the Commission field. It does not calculate commissions. The Close Date is used to select borrowers.
Lead Summary
This report uses the Lead Source field on the Borrower Marketing screen to summarize where your leads that closed are originating. It uses the Borrower Close Date to select borrowers.
Loan Processing Report
This report shows the loan status for open loans. It uses the Open Date to select borrowers.
Other Related Parties Reports
This report shows a borrower and the specific type of person assigned to the loan. For example, if selling agent is selected, it will show borrowers and only assigned selling agents involved with the loan. It uses the Assignment Date to the related parties group to select records.
Pipeline Report
This report shows the pipeline statistics for open loans. It uses the Open Date to select borrowers.
Lead Management Report – Summarizes all sales activities, such as calls made and received, email and letters sent, sales cycle and conversion rate.
Lead Detail Report – Shows all sales activities by lead, such as calls made and received, email and letters sent, interviews conducted, and tasks and appointments.
Lead Stage and Call Report – Summarizes leads by sales stage and call results.
Forecast Report – Shows all leads on the forecast, including confidence level, sale value, notes and telephone numbers for follow up calls.