Leadership Dashboard

Overview

Total Transfers

Credit Pulls

LAC Complete

Pending

No credit or LAC yet

Intake Team Performance

Lead Submissions

By person who logged the lead

Name	Transfers	Credits	LAC
Loading...

Loan Officer Performance

Lead Conversions

By loan officer who received the lead

Name	Received	Credits	LAC
Loading...

Insights

Top Performing Connections (Intake to LO)

Load data to see insights

Needs Attention -- No Credit or LAC

Load data to see insights

Pending Tracker -- By Loan Officer

Outstanding Lead Updates

Click a loan officer name to drill into their specific leads

Loan Officer	Total Received	No Credit Update	Credit -- No LAC	Total Pending
Loading...

Rankings -- LAC Only

Intake Team -- LAC Rankings

Highest LAC % first, LAC count as tiebreaker

Rank	Name	LAC Count	LAC %
Loading...

Loan Officers -- LAC Rankings

Highest LAC % first, LAC count as tiebreaker

Rank	Name	LAC Count	LAC %
Loading...

Production Overview

📄 Upload New Export

Total LACs

LAC PACs

Total Volume

Combined loan amounts

LAC PAC Vol

PACs

PAC Volume

Single Family

Manufactured

LO Leaderboard -- Volume & Production

Sort by

Upload a file to see the leaderboard

Branch Breakdown -- LAC

By State

By Property Type

By Loan Type

Branch Breakdown -- LAC PAC

By State

By Property Type

By Loan Type

Branch Breakdown -- PACs

By State

By Property Type

By Loan Type

LAC Not Yet PAC -- By Loan Officer

Loans in Application Stage

Click a loan officer name to see their specific loans

Loan Officer	LACs	Not Yet PAC	Volume
Upload a file to see data

Loan Number	Borrower	Loan Amount	Loan Type	State

Period

Loan Officers Property Type

Funded Overview

Funded Units

Total Volume

Avg Loan Size

Avg Days to Fund

Start to funding

Avg Credit Score

Loan Officer Performance

Sort by

Rank	Loan Officer	Units	Volume	Avg Loan	Avg Days	Avg Score	By State

Processor Performance

Sort by

Rank	Processor	Units	Volume	Avg Loan	Avg Days	Avg Score	By LO

Branch Breakdown

By State

By Property Type

By Loan Type

Avg Days Start to Fund

By State

By Property Type

By Loan Type

Avg Tolerance Cure Rankings

By Loan Officer

Lowest avg cure first

Rank	Loan Officer	Loans	Avg Cure	Total Cure
No data

By Processor

Lowest avg cure first

Rank	Processor	Loans	Avg Cure	Total Cure
No data

State	Units	Volume	Avg Loan	Avg Days	Avg Score

Loan Officer	Units	Volume	Avg Loan	Avg Days	Avg Score

Period

Branch Revenue Estimate

Est. Branch Revenue

Funded Loans

FHA / VA Revenue

Conventional Revenue

Revenue by Loan Officer

Click column headers to sort · Click LO name to see loan detail

Loan Officer	Loans	Gross Revenue	Concessions	Cures	Net Est. Revenue ▼	Avg / Loan	Avg Bps
Loading...

Revenue by State

State	Loans	Net Revenue	Avg Bps
—

Revenue by Property Type

Property Type	Loans	Net Revenue	Avg Bps
—

Revenue by Loan Type

Loan Type	Loans	Net Revenue	Avg Bps
—

Compare Loan Officers — Revenue

Compare Loan Officers — Funded Loans