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  1. Enter the desired report parameters in the Date, Branch, Loan Purpose, Campaign, and Marketing Channel fields.

  2. Click Run Report to view the report.

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  1. Image Added

Field

Description

Date

Lists the date range options by which the user can filter grid results based on the duration in which the applications were created

Branch

Lists all of the branch permissions of the logged-in user by which the user can filter grid results based on the primary branch of the application

Loan Purpose

Lists all of the loan purposes mapped within the organization by which the user can filter grid results based on the loan purpose associated with the application

Campaign

Lists all of the campaigns that have matching branch permissions with the logged-in user by which the user can filter grid results based on the campaign the application belongs to

Marketing Channel

Lists all of the types of campaign marketing channels

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The Sales Manager Report is divided into four sections. Each report section is divided into columns (data points) for review. The sections are:

  1. User Information

  2. Leads, Credit, and CreditLocks

  3. Status

  4. Communication

Below is a description of each section and the field calculation logic of each column.

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Column Name

Filter Type

Description

Branch

Multi+search

  • The primary branch of the agent

  • As specified within User Registration

Manager

Multi+search

  • Who the agent reports to

  • As specified in User Registration

Loan Officer

Multi+search

  • The agent’s last name and first name

  • As specified in User Registration

Leads, Credit, and

...

Locks Section

Clicking on any of the counts in the Leads or Credit columns will display the Leads Details popup. See the Columns in Leads and Columns in Credits articles for details.

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Column Name

Filter Type

Description

Leads / New

Number

  • Count of the first time a lead is created and initially assigned to an agent

  • New application in the system

  • Created via lead distribution, manual creation, or taken from Unassigned

Leads / Assigned

Number

  • Count of all existing leads that are assigned to the agent manually

  • Existing leads previously assigned to another agent

  • Excludes all Internal Transfer lead campaigns

Leads /
Assigned-Internal Transfer

Internal Transfers

Number

  • Count of all existing leads associated with an Internal Transfer lead campaign that are assigned to an agent

  • Typically, assignment to an agent is done by a CSR or internal transfer agent

Leads / Assigned

Number

  • Count of all existing leads that are assigned to the agent manually

  • Existing leads previously assigned to another agent

  • Excludes all Internal Transfer lead campaigns

Leads / Open Takes

Number

Count of all Open Leads the agent takes

Leads / Total Received

Number

Total of all New, Assigned, Assigned - Internal Transfer, and Open Takes for the agent

Credit / Credit Pulls

Number

  • Total credit pulls the agent completed for the defined time period

  • Not related to a credit pull workflow status but based on direct information from the LOS or Credit Bureau integration

Credit / Credit Transfer

Locks / Lock

Locks / Lock / Transfer

Status Section

The Status section is hidden by default and can be added using the column settings. The statuses displayed within the Status section depend on the statuses configured and ordered for the organization. See the Columns in Status article for details.

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Column Name

Filter Type

Description

Text Messages / Sent

Number

  • How many text messages the agent manually sent

  • Does not include automated text messages from inTouch

Text Messages / Received

Number

How many text messages the agent received from borrowers regardless of if the original text to the borrower was sent manually by the agent or was automatically sent via inTouch

Inbound Marketing Calls /
All Call Count

Number

  • Count of all calls associated inbound marketing campaigns

  • Does not exclude if a borrower calls in multiple times

Inbound Marketing Calls /
All Talk Time

Number

  • Total Talk Time of all calls associated inbound marketing campaigns

  • Does not exclude if a borrower calls in multiple times

Inbound Marketing Calls/
Unique Call Count

Number

  • Count of all unique calls associated to inbound marketing campaigns

  • Each phone number only counted once; i.e., duplicates are removed

Inbound Marketing Calls/
Unique Talk Time

Number

  • Total Talk Time of all unique calls associated to inbound marketing campaigns

  • Each phone number and talk time only counted once; i.e., duplicates are removed

Outbound / Call Count

Number

Count of all outbound calls made either via Insellerate Click-to-Call or agent third-party desk phone if data integration exists

Outbound / Talk Time

Number

Total Talk Time of all outbound calls made either via Insellerate Click-to-Call or agent third-party desk phone if data integration exists

Direct / Call Count

Number

  • Count of all Direct calls the agent received either via Insellerate direct inbound call routing or agent third-party desk phone if data integration exists

  • Excludes inbound marketing calls

Direct / Talk Time

Number

  • Total Talk Time of all Direct calls the agent received either via Insellerate direct inbound call routing or agent third-party desk phone if data integration exists

  • Excludes inbound marketing calls

Total / Call Count

Number

Sum of all Call Counts: Inbound Marketing, Outbound, and Direct

Total / Talk Time

Number

Sum of all Talk Time: Inbound Marketing, Outbound, and Direct

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To add a new column to the Leads Details popup window, click the three dots in any column header and click Columns from the dropdown options. Place a check mark in the box next to the column name to be added.

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