Dashboard Update

The dashboard is back and better than ever, providing a detailed breakdown of key reports in an easy-to-understand graphical format. These reports deliver critical insights into platform activity, including: Metrics are displayed on a month-by-month basis, offering clear tracking and trend analysis over time. Key Enhancements: Steps to Customize the Dashboard Benefits of the Updated…

Comprehensive Income Report by Loan Officer and Branch

The detailed income reports, segmented by branch and loan officer, provide branch managers and executives with valuable insights to assess individual loan officer performance. This robust reporting toolkit empowers them to evaluate outcomes and enhance strategic decision-making. Key Highlights How to Access the Report Benefits of This Feature