Using the Dashboard to Manage Contacts

The Mortgage Quest Dashboard provides many tools to help you manage your data more effectively and give you feedback on your business without having to run reports.

Click  to show the dashboard. The dashboard shown below is divided into three sections.

·      Upper Section – has controls for selecting records shown in the grid and the charts. It also has a summary for each registered loan officer.

·      Grid Section – shows the records selected in a grid layout.

·      Chart Section – shows three sets of charts that summarize data selected in the upper section.

More:

Upper Section Features

Grid Section Features

Chart Section Features