Reporting

Full Bespoke Reporting Suite

Allowing for custom reports at a high or granular level showing you the data you need to run and manage your business at the click of a button.

Have these customised reports distributed any way you want to who you want when you want; on wall boards around the office, sent to your tablet or phone as an app or on your printer for when you arrive in the morning.

ECRMs report builder allows you to choose your filters and build a unique report showing you exactly the data you want to see.

• Application tracking reports giving you a case by case breakdown of all applications that meet your request parameters.
• High level business reporting giving you a grouped breakdown of how your applications are progressing throughout your pipeline of applications.
• User performance reports showing how each member of your team is performing to your set KPIs and targets.
• Call performance reports breaking down per user the key stats such as number of attempts, average call time, total call time as well bespoke rules such as number of cases progressed to next stages of application from those calls.
• Agent fraud identifiers.
• Customised Dashboards for office wallboards.
• Introducer performance reports breaking down how successful the leads from each introducer are by monitoring the progression of their cases against all other introducers.
• Lender/Provider reports breaking down where your sales are coming from and comparing lender spread throughout your business or individual users.
• Financial reports breaking down income showing you key information such as COA, income received, outstanding income and potential pipeline income.
• Bonus Calculations