Generate Quick Reports

Accessing the Reports:

• Navigation:
• From the main dashboard, use the drop-down menu to access various dashboards, including:
  • Activity Dashboard
  • Contact Reports
  • Marketing Reports- Mortgages
  • Mortgage Pipeline Reports
  • Activity Dashboard (notes, gifts, etc.)
  • The Reports section (now available via a quick link in tab on left side)

Extracting Data:

• In the Reports section, you can export:
  • All mortgage data
  • All contact data
  • All mortgage participant data (applicants, co-applicants, lawyers, and referred mortgages)
  • Referred Mortgages

• Export Options:
  • You can select specific records using checkboxes.
  • If you check the “all” box, only the records visible on the page (up to 100) will be exported.
  • To export all records (e.g., all 1,000 entries), leave the box unchecked and export as a CSV file.

Filtering Your Data:

• User Filters:

  If you have a team with multiple agents, you can filter data by a specific user.

• Date Filters:

  Apply filters based on the closing date for mortgages or the creation date for contacts (e.g., January 1, 2024 to December 31, 2024).

Select the 'range' button in any of the filter categories

This streamlined process makes it easy to navigate to the reports section and extract the precise data you need. Enjoy fast and efficient reporting with Brokeredge!