Knowledge Base

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This is where you will find various reports that you can utilize for your business.  If you do not see a report you are hoping to see, please ask.  We can provide reports by request to help you manage your business better.

To get to your Reports:

  • Hover your mouse over your photo on the top left and click Edit
  • Click on Reports (at the top of the screen)

Note: Reports are only for Mortgage and Broker level accounts

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