Reports are selected from a drop down menu and customised using various filters applied to achieve the required resulting report.

Referrers and Loan Writers can only view those loans that they are responsible for generating or writing.

Clients can only view loans relating to them.

A graphical view of major business metrics are also available from the BrokerSource Dashboard.

Many reports are available from with BrokerSource to help Mortgage Brokers manage their broking business. Reports can be produced for any period of time going back to initial set-up. Some of the reports that are available 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), Communications Sent and Received, 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, Claw Backs