Generating Reports

Generate a report to evaluate an LO’s performance or your own. You can sort by a specific date range and by a specific user. You can also evaluate your entire team.

Go to Leads tab. Select Tracking>Reporting.
Select a date range and the user (or “All Users”) you’d like the report generated for. Then click “Update”.
This article is provided for informational purposes only and is subject to change without notice. It's not intended to include every feature or service that LoanTek provides. Visit the LoanTek Support Page for more information.

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