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