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The Sales Manager Report is used by managers and organization administrators to monitor the work of all loan officers agents in the organization. The report records each loan officer’s agent’s activity related to lead assignments and their communication with leads. See the /wiki/spaces/INSPT/pages/981434369 for details.
The Sales Manager Report is designed to provide a single page where managers and administrators can understand both the effort and success of each loan officeragent. Not every day is the same. Some days a loan officer an agent may have a lot of success moving files through the pipeline and closing deals. Other days there may be minimal file movement but they are putting in the right amount of effort to create business and stay in touch with borrowers.
Effort
Is a loan officer an agent making calls, sending SMS, and maintaining their engagement with borrowers? Managers and administrators can review the loan officer’sagent’s Communication metrics.
Success
Is a loan officer an agent pulling credit, starting applications, submitting new loans, and getting deals closed? Managers and administrators can review the loan officer’s agent’s Lead and Status Activity sections.
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