BorrowerLead IDTypeStateDateCreditLACDays Old
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Leadership Dashboard
Cardinal Financial · Lead Performance
Range Month to Date
Overview
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Total Transfers
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Credit Pulls
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LAC Complete
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Pending
No credit or LAC yet
Intake Team Performance
Lead Submissions
By person who logged the lead
NameTransfersCreditsLAC
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Loan Officer Performance
Lead Conversions
By loan officer who received the lead
NameReceivedCreditsLAC
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Insights
Top Performing Connections (Intake to LO)
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Needs Attention -- No Credit or LAC
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Pending Tracker -- By Loan Officer
Outstanding Lead Updates
Click a loan officer name to drill into their specific leads
Loan OfficerTotal ReceivedNo Credit UpdateCredit -- No LACTotal Pending
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Rankings -- LAC Only
Intake Team -- LAC Rankings
Highest LAC % first, LAC count as tiebreaker
RankNameLAC CountLAC %
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Loan Officers -- LAC Rankings
Highest LAC % first, LAC count as tiebreaker
RankNameLAC CountLAC %
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