The Lead Report allows users to track Lead Source information.
For a loan to appear in this report: The Closing (Note) Date of the loan file must be between the Closing Date Range selected.
Include Cancelled Loans check box is available if cancelled loans are to be included in the report findings.
Users have the ability to filter the report results by Institution, Channel and Account Executive. For the Institution and Account Executive fields, begin typing in the name of the field response and the field options will appear as a rolodex. The Channel field is a drop-down list with all available Channels to select from or select All Channels. If multiple channels need to be selected, click the link Multiple Selection and the box with the specific Channels will expand to display all available Channels. To select more than one Channel, hold down the Ctrl key the keyboard and click all applicable Channels.
Include Archived Loans check box is available to be marked if archived loans are to be included in the report findings.
A Closing Date Range can be selected and will be the date range that determines the loan files that will fall into the report based on the Closing (Note) Date of the loan.
Enter in the Records/Page amount which can range between ten and two hundred.
Click Submit after all applicable information has been entered.
Lead Source Report results will display.
A Printer Friendly Version link will display and if clicked, users will have the ability to print the report results.
The Beginning Date and End Date previously entered on the Report Filter will display in the upper left corner of the screen along with the Total Loans included in the report and the Total Loans Volume of all loan files in the report.
A Return to Report Filter link will display and if clicked, the user will return to the report filter to make changes and re-run the report.
The Report results will display with the following parameters: Loan Officer, Borrower Last Name, Borrower First Name, Borrower DOB, Co-Borrower Last Name, Co-Borrower First Name, Co-Borrower DOB, Subject Property Address, Subject Property City, Subject Property State, Subject Property Zip, Mailing Address Street, Mailing Address City, Mailing Address State, Mailing Address Zip, Loan Number, Closing Date, Total Loan Amount, Loan Term, Rate, Amortization Type, Loan Type, Occupancy Type, Transaction Type, Lien Type, Lead Source Type, Lead Source Company, Lead Source, Lead Source Address, Lead Source City, Lead Source State, Lead Source Zip, Lead Source Phone, Lead Source Fax, Lead Source Cell, and Lead Source Email.
To Export the report in CSV format, click the button in the upper left corner of the screen, Export CSV. To review the report, click the Download Report link. To save the report to a local computer, right-click the Download Report link and click Save Target As.
To Export the report in Tab format, click the button in the upper left corner of the screen, Export Tab. To review the report, click the Download Report link. To save the report to a local computer, right-click the Download Report link and click Save Target As.