You can track numerous items through the Loan Tracking option such as active leads, funding reports, and many more features. To review your options for tracking you need to be in the Loan Ledger screen then click on the LookUp Button in the top middle of the screen next to the search field. A drop down list should open the reveal all available options for tracking and reporting.
Once you click on the Look Up Button the next screen appears with a list of options to select from on tracking.
You can select a tracking report from the list or you may filter the selection by Search Group
By filtering the selection through Search Group your selection is specific to the group. Once you have selected your report you may double click on the report or click on the OK Button. After your selection you are back at the Loan Ledger screen where you need to click on the Show Me the Loans Button.
After selecting the Show Me the Loans Button depending on the report requested another screen may appear request additional information regarding Dates, Condition Types, and Blanks.
Once you have selected your dates and conditions click the OK Button and your specific report will appear.
