Reports

Where your business stands right now. Every loan counts as its own profit center.

Pipeline by stage

How long each stage takes

Average calendar days a loan sits in each stage.

Money

By loan officer

Commission reconciliation

Funded files tied out against the commission that actually landed.

Call activity

Contact attempts logged on loan files.

By purpose

By program

Revenue figures are estimates based on lender-paid compensation and an assumed cost per file. They are planning numbers, not accounting records.