The Upper Section of the dashboard has controls to select records based on specific criteria, called filters. Records can be selected by sales stage, pipeline and the date borrowers were created in Mortgage Quest. When filters are applied, Mortgage Quest selects records based on the filter values and updates the summary grid, the main grid and charts accordingly.
Filter Controls
· Sales Stage – Shows only borrowers who have this sales stage value
· Pipeline – Shows only borrowers who have this pipeline value
· Dates – Shows only borrowers whose create dates are between the dates selected. You can select from the dates list or enter dates into the fields.
· Show Charts – Selects the type of charts to display.
· User – (Multi-Use Only) If you have the privilege to view all users’ data, you can set the filter to view only one user’s data.
· # of Files, Amount – Controls the type of data shown in the charts, the number of files or dollar amounts.
· Hide Charts – When marked, the charts are not displayed in the dashboard. Hiding the charts increases the speed Mortgage Quest can display the dashboard. Also, the main grid can be expanded to show more records when the charts are hidden.
· Records – Shows the number of records selected by the filter.
· Apply – Select borrower records based on the data selected in the filter. For example, you can show all borrowers whose pipeline is set to Prospect and which were created last week.
· Clear – Clears the current filter in place.
· Save – Saves the filter criteria selected and automatically applies the filter when the dashboard is redisplayed.
Summary Grid
The summary grid shows a summary of the data selected by the filter. If you are using the Multi-User Enterprise system and have the privilege to view all user’s data, the summary grid will show each loan officer’s data selected by the filter.
The summary grid uses the pipeline field to determine the number of leads, loans in processing and funded loans shown. Mortgage Quest also determines if leads are unworked. An unworked lead is where there have been no calls, tasks, appointments, e-mail or letters sent to the lead.