MortgagePro

CRM System

JD

John Doe

NMLS #123456

MortgagePro CRM

Reports

Generate comprehensive business reports and analytics

Showing data for: November 1 - December 15, 2024
Production Report
Production

Monthly loan production, volume, and unit counts

Last generated: 2024-12-14
Pipeline Report
Pipeline

Current pipeline status and stage distribution

Last generated: 2024-12-13
Conversion Report
Performance

Lead to application conversion rates and trends

Last generated: 2024-12-12
Source Analysis
Marketing

Lead source performance and ROI analysis

Last generated: 2024-12-11
Team Performance
Team

Individual and team productivity metrics

Last generated: 2024-12-10
Commission Report
Finance

Commission calculations and payment tracking

Last generated: 2024-12-09
Compliance Report
Compliance

Regulatory compliance and audit trail

Last generated: 2024-12-08
Activity Summary
Activity

Daily, weekly, and monthly activity summaries

Last generated: 2024-12-07
Rate Analysis
Market

Rate trends and competitive analysis

Last generated: 2024-12-06
Recent Reports

Production Report - November 2024

Production • Generated 2024-12-14 10:30 AM

2.4 MB

Pipeline Analysis - Week 50

Pipeline • Generated 2024-12-13 2:15 PM

1.8 MB

Conversion Metrics - Q4 2024

Performance • Generated 2024-12-12 9:45 AM

3.1 MB