This report shows a summary of all funded loans that are considered to be a repeat business (client has previously funded loans in the system).

By default report is generated for the current year. You can extend the period by selecting wanted value from the drop-down menu.

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

Please click the “Run Report” button to apply changes. 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.

You can click the borrower’s name link to visit borrower’s main mortgage screen.