Content Comparison

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 / 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 / Transfer

Number

Allows user to link specific org statuses to the “Transferred” category and the count would increment if the lead is moved into the status that is selected.

Locks / Lock

Number

Based on Library Field (Rate Locked Date) and automatically increments if this becomes populated.

Locks / Lock / Transfer

Number

Allows user to link specific org statuses to the “Transferred” category. Any lead that is moved into this status during the selected time frame would show up within the Marketing report.