Funded and purchased loan files now show servicing company details, payment information, and the purchase date when available.
The Enterprise Report adds sortable branch columns, pagination, conversion and year-over-year figures, and links to each branch’s Loan Pipeline Report. The officer leaderboard supports search, branch filtering, metric ranking, and cards or a list.
Use the gear to customize production totals, branch columns, Leader Report columns and summary metrics, and Company Loans tiles. Your choices follow you across devices.
Click company and production metrics or a pipeline column’s loan count to see the underlying records. Conversion and year-over-year details include both record sets used in the calculation.