Skip to content
English
Go to Ingenius-Data.com
  • There are no suggestions because the search field is empty.

Loan Officer Recruiting Advanced

Overview of the Loan Officer Recruiting Advanced Module.

 

 

  1. Set look back period by using year or specific date selector.
  2. Use Geographic Filters to specify the location of the transactions by subject property address. 
  3. Use Company Filters to specify the location of the company or loan originator(s). 
  4. Set any additional filters you would like along the left hand navigation. 
  5. Adjust the Map Selector, Bar Chart and Time Period visuals to your preferred view.
  6. Change Report Selector, Field Selector to desired data elements.
  7. Increase the Field Rows up to 500.
  8. Navigate to the RECRUITING BIG BOARD.
  9. Set additional Branch Filters, Production Filters and Product Mix filters, as desired.
  10. Navigate to the LOAN OFFICER CONTACT DB.
  11. Review and sort information by any column header.
  12. Click download icon in the upper right hand corner, select Crosstab, select LO Database, choose Excel or CSV file type and lick Download.