Lead Sources & Costs
Maintain canonical acquisition sources and per-source lead costs. Keep attribution consistent as relationships move into production.
Marketing & Production Analytics
See both sides of your mortgage business: the work in the pipeline and the sources bringing it in. These are desktop alpha capabilities; online delivery is in development.
Marketing Spend
Record marketing expenditures and review lifetime, year-to-date and monthly spend with supported acquisition measures.
Funded Production
Review funded counts, loan volume and revenue across lifetime and year-to-date views.
Pipeline Visibility
See active opportunities, stages and expected closings alongside the borrower workflow.
Reporting reflects the records and costs entered into the application. It does not guarantee revenue, return on marketing spend or loan outcomes.
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