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Report
Generation
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Many on-screen reports are available from within BrokerSource to help Mortgage Brokers manage
their broking business. Reports can be produced for any period of time going back
to initial set-up by filtering on-screen list views. Some of the reports that can be produced include:
- Lender Reports
Contact and Product Details, Loans Referred (to them), Commissions Received, Loan
Pipeline (Status)
- Referrer Reports
Contact Details, Loans Referred (by them), Commissions Paid, Loan Pipeline (Status),
Referrer Revenue
- Lead Reports
Lead Source, Lead Pipeline (Status)
- Client Reports
Client Profile (including Loan Pipeline (Status),
Client Revenue
- Loan Reports
Loan Pipeline (Status), Referral Source, Loan Revenue
- Loan Writer Reports
Loan Pipeline (Status), Commissions Paid, Loan Writer Revenue
- Commission Reports
Commissions Received, Commissions Paid (to various), Cash Flow Forecast
Referrers and Loan Writers can only view those loans that they are responsible for
generating or writing and Clients can only view loans relating to them.
A summary view of major business metrics is also available from the BrokerSource
Dashboard.
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