Reports > Cancelled Loans Report

This report shows summary of all loans in cancelled stage of the pipeline organized by the cancelled date.

By default you will be able to see cancelled loans this the current year. You can extend the period by selecting a new value from the first dropdown.

 

If you have a “marketing” account, you can select a user whose report you would like to see.

 

Please click “Run Report” button to apply new settings. To disregard changes please click the “Cancel” button.

 

You can download the report as a .CSV file. Simply click the “Download Report in CSV” link to do so.

 

Please click the year links on the left to jump to the search screen under Mortgage tab and see the reported records with more details.