Reports > Funded Loans Report

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

By default the reports shows the funded loans stats for the current year. You can extend the period by selecting wanted value from the drop-down menu.

Note: checking the box next to the drop-down menu will show records that are currently in Funded pipeline stage only.

 

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

 

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

 

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

 

Click the year links to quickly jump to the Mortgage tab search to see detailed information about reported records.