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Tristy Lee (Unlicensed)

Rebecca Kornblum

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Easy html macro
theme{"label":"solarized_dark","value":"solarized_dark"}
contentByMode{"html":"<div style=\"padding:56.25% 0 0 0;position:relative;\"><iframe src=\"https://player.vimeo.com/video/716175848?h=84f6089457&amp;badge=0&amp;autopause=0&amp;player_id=0&amp;app_id=58479\" frameborder=\"0\" allow=\"autoplay; fullscreen; picture-in-picture\" allowfullscreen style=\"position:absolute;top:0;left:0;width:100%;height:100%;\" title=\"Main Dashboard\"></iframe></div><script src=\"https://player.vimeo.com/api/player.js\"></script>","javascript":"","css":""}
The Field view controls the number of fields (columns) displayed in the Main Dashboard with data from lead details according to the filter set selected.
Columns
Column Name
Column Filter Type
Description
Activity
Multi+search
Activity associated with application status; it refers activity of application(s)
Current Units
Number
Current unit associated with application activity; it refers total units/numbers applications
Volume
Number
Total amount of a particular application based on their status or activity
Avg Days
Number
Average amount of time that all of those leads/applications have been sitting in that status or activity
Trend vs Prior Days (Units)
Number
Status Display Order
Number
  • Represents the order in which the statuses are displayed in InFlow
  • Example: a “7” means it is the 7th status within inFlow of that organization
Status
Multi+search
Status (Funded) of a lead
Funded MTD
Number
The count of how many applications moved to Funded status in this month up to the current date
Volume Funded MTD
Number
Total amount of leads sitting in Funded status
Avg Days To Fund
Number
Average amount of time that all of those leads/applications have been sitting in Funded status
Vs Last Month
Number
Total units of lead in comparison to the previous month
Leads Details Popup
Click Lead Counts to view the Leads Details popup containing details information about those leads. Click the Excel Export button to export a popup report. The Report view can also be saved/loaded/cleared. See the Saved Report Views article for more details.
Columns
Column Name
Column Filter Type
Description
Date
Date
Indicates the application created date of the lead
Campaign
Multi+search
Campaign name the lead belongs to
Primary Officer
Multi+search
Indicates the main officer of those leads
Current Status
Multi+search
Indicates the current status of those leads
Last Activity
Multi+search
Indicates the activity of leads is in within the current status
LOS Loan #
Multi+search
Indicates the LOS file ID of the lead in inFlow
Loan Amount
Number
Indicates the Proposed Initial Loan Amount - First of the lead in inFlow
Last Name
Multi+search
Last name of a lead in inFlow
First Name
Multi+search
First name of a lead in inFlow
State
Multi+search
Indicates the property state of the lead in inFlow
Phone
Multi+search
Mobile phone number of the leads in inFlow
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