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Advance Submissions Report

  • Updated

Location: Reports tab > Advance Submissions

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Using the Advance Submissions Report

Start by selecting the report type. This determines how the graph is displayed. Additionally, you can download each graph by clicking Download to the right of each report.

 

Report Types:

Submissions Over Time

  • This will display the total number of submissions over the specified time period of your choosing.
  • You have the options to select Daily, Monthly or Yearly statistics and this will determine how the submissions will display in this report.

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Submissions By Lender

  • This will display the total number of submissions that have been sent to each Lender.
  • Each Lender that is assigned to an advance will display on this graph when filtering.

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Submissions By Users

  • This will display the total number of submissions for each user in your CRM that has submitted a deal to a Lender.

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Submissions By Company

  • This will display the total number of submissions for each company (including affiliates) in your CRM that has submitted a deal to a Lender.

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Submissions By Status

  • This will display the total number of submissions packages that have been submitted to all of your lenders in the CRM.

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2. Configure the filters based on the data you are trying to display, then click Filter.

  • Additionally, you can export the data by clicking Export To CSV.
  • You can also customize the information that is displayed on this report by clicking Customize.

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  • Company: Filter the report by the company that the advance is assigned to.
  • Lender: You can filter the report by individual Lenders that have submissions assigned to them.
  • Submitted By: The User that submitted the deal to the Lender.
  • Submitted Date: You can filter by specific date ranges that each advance was submitted to the Lenders.
  • Submission Status: You can filter out by specific submission statuses that each deal is currently in.
  • Status Date: You can filter by specific date ranges of the date of the most recent submission status the deal was put into.
  • Start/End: You can select a custom date range for when the Advance Submission was sent.

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