- From the Pipeline screen, select “Reports” on the top-right menu.
- For a custom report, click the tab titled “Custom Reports”. Choose the kind of report you’re looking for (i.e. The name of the Loan Officer).
- Select “Create Custom Report”. Select the data that you would like included in your report. Be sure to name your report.
- When ready, select generate and MortgageDashboard will populate it below.