Geographic filtering
Filter loan officers, branches, and companies based on where their office location is. Filter real estate agents based on where they primarily do their business. Geographies that can be filtered on include: Region, State, MSA, County, City, and Zip code.
Add multiple geographies together to create territories. Exclude certain geographies to ignore people and companies in specific areas.
Explore More Features
Understand current and past performance by viewing various timeframes of data. Timeframes include: 3m, 6m, 9m, 12m, YTD, 2022, 2021, 2020, and 2019.
Take action on multiple items while filtering. Add multiple items to a list, unlock contact data, or request contact data.
Change default settings to your preferences. Don't like always seeing 12m of performance metrics? Change it to always see a different timeframe. Various default display preferences are available.
