Week of November 6th
Channel Filtering
We added a new "Channel" filter to all Sales and Operations dashboards, allowing users to select the business channel for loans, such as Retail, Wholesale, or Brokered.
Loan Volume Report Updates
Loan Pull-Through Rates
Users can now view loan pull-through rates and trends through the Loan Volume Report.
Loan Officer Performance
We are now displaying submitted and closed loans by Loan Officer, allowing users a quick reference to team distribution, filterable by date.