Visual Intelligence Dashboards

Strategy

• Using the Recruit Dashboard for Targeted Loan Officer Prospecting
• Using the Bounders Dashboard to Track Loan Officer Movement

Lender Module

• Executive Insights
• The Executive Report
• Market Analysis
• Lender Spotlight

Sales Module

• Buyside Agent Insights

General

• Dashboard Fundamentals - Tips & Tricks
• Bonzo Bulk Push
• Dashboard Filters

Modules

• Lender Module
• Recruiting Module
• Social Impact Module

Social Impact Module

• Census Tracts

Recruit Module

• Recruit+ (Diversity)
• Recruit Center
• LO Review