Note
You may see more than one dashboard depending on your access.
Your Overview Dashboard includes the following:
- New Contacts - Number of new leads entering your system within the last 24 hours.
- Expiring Pre-Approval - Expiring pre-approval loans.
- Open Tasks - Lets you stay on track with tasks assigned to yourself.
- Emails Opened - Tracks when a lead has opened and engaged with a sent email.
- Co-Marketing Partners - Accessing information from your co-marketing partners that allows you to evaluate the effectiveness of your relationship.
- Recent Activity - Recent actions that have taken place.
Your Loan Pipeline/Funded Loans Dashboard includes the following:
- Loan Count
- Loan Total Volume
- Average Loan Amount
- Loan Volume
- Loans
