This report shows participation statistics for your partners. This report can be used for identifying your best referral partners.

BNTouch CRM allows you to attach any partner from your Partnership database as a participant to any loan in your system. You can also set an option for the participant that identifies either the client was referred TO you or referred BY you.

The list of participants you can attach to the loan include: Listing Agent, Buying Agent, Builder, Insurance Agent, Closing Agent, Buyer's Attorney, Seller's Attorney, Lender's Attorney, Financial Planner, CPA, Estate Planner, Seller, Referrer, Appraiser, Inspector, Custom 1 and Custom 2.

By default Participant Report shows you a list of all partners that participated in transactions at least once. You can further customize report with following options:

Participant Type – you can select the type of participant.

Example: If you select "Listing Agent" and "Buying Agent", the report will only show statistics for loans where partners participated as Agents.

Pipeline Stage – you can select sales pipeline stages of the loan.

Example: If you select "Funded", the report will only show funded loans and the statistics for them.

Client Group – you can select clients groups.

Example: If you select "Default", the report will only show loans for the clients in "Default" group.

Note: You can hold "Ctrl" key to select multiple values for options above

Created Date Range – you can set the date range for the creation date of the loan.

Example: If you set the date range to be 1/1/2010 – 1/1/2011, the report will show only loans created in 2010.

Funded Date Range – you can set the date range for the funded date of the loan.

Example: If you set the date range to be 1/1/2010 – 1/1/2011, the report will show only loans that were funded in 2010.

Name and Company Filter – you can filter the results of the report by partner’s name or company name.

Example: If you enter "Realtor Group X", the report will only contain loans that have participants from the company called "Realtor Group X".

Include Referrals Stats – if you check this box, the report will show information on how many loans was sent to and received from each partner.

When you set the options you need, just lick "Filter" button and the results will be displayed. You can download result in CSV. Use "Download Report in CSV" link on the top right corner of the result table. 

To sort your result please use "Sort by" drop-down located among search options.

The resulting table shows each partner and the number of loans in each stage of the pipeline. If you select only few pipeline stages in options, then only those will be shown on the report. The result shows the total number of loans and loan amounts. You can click partner's name link to go directly into partner’s record in your Partnership database.