The Engagement Report is a metric-based report that shows the rate of communication or engagement between the loan officers and borrowers via Email, SMS, RVM, and Webhook. Specific permission is required to access to the report. See the Permissions Master Document for more details.
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Filters
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Reports may be retrieved based on selected filters.
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Filter by inTouch Campaign(s)
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The Campaign filter contains a list of all inTouch campaigns created and present within all the inTouch paths in the organization.
Applying this filter displays the inTouch paths that have the selected inTouch campaign as part of their definition.
A blank Campaign filter implies that no results are filtered by it and all inTouch campaigns are included.
Filter by Property State(s)
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The Property States filter displays a list of all 50 states within the United States and associated territories.
Applying this filter displays leads that have the selected property state within their lead details.
The Property State filter can be left blank which would indicate that all property states have been selected.
Clicking on the icon with a tick will also select all the US states as part of the filter.
Filter by Date/Branch/Sender
The Date filter is used to determine the date range of inTouch results to be displayed in the grid.
The Branch filter is used to display grid results according to the user branch permission.
Depending on the branch selected in the filter, the grid displays results for leads that belong to the same branch.
The Sender filter lists all the active users of the organization who can be the sender of the inTouch action items.
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Columns
The main grid contains the results of the filters. The results are displayed in the form of counts of inTouch action items sent out from Insellerate. To view the results, click Run Report after selecting the filter options.
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