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Field | Description |
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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 |
Property State | The state where the property is located. |
Primary Agent | The agent that the lead is currently assigned to |
Date | Lists the date range options by which the manager/admin 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 |
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Additional Columns that Can Be Added (Hidden by Default) | |
Column Name | Description |
Lead Vendor | Lead vendor of the campaign as mentioned on the Campaign Details page |
Start Date | Start date of campaign as mentioned on the Campaign Details page |
Number of Prospects | Number of prospects posted to the campaign |
Conversion Rate | Percentage of New Deals converted to New Leads To see the field that drives New Deals get with support or your Customer Success Manager |
Campaign Cost | The total loan amount generated per campaign |
Cost/Call | The total loan amount generated per call |
Calls/Prospects | Total number of calls made per prospect |
Credit Transfer | Allows the user to link specific organization statuses to the Transferred category. The count increments if the lead is moved into the status that is selected. |
Lock | Based on Library Field (Rate Locked Date) and automatically increments if this becomes populated. |
Lock/Transfer | Allows the user to link specific organization statuses to the Transferred category. Any lead moved into this status during the selected time frame would appear in the Marketing Report. |
Ability to Group by Column
The Referral Partner Report results can be grouped by column.
Select the column header that you would like to group the results by. In this example, we will use Primary Agent Name.
Drag the column by the column header into the row above.
This will now sort the results by Primary Agent Name.
| Info |
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See Creating a Partner: Web Application or Mobile Application. This will show you the fields associated with your Partners. |
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Functions of the Buttons on Marketing Report
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