Jacob Boyle

Loan Officer Favorites lets you quickly save, organize, filter, and add notes to your top LOs.Key features include:One-click favoriting directly from search resultsBulk actions for organizing multi...

Loan Officer Badges give you a quick, visual summary of a loan officer’s performance and career story, directly on their profile.Instead of scanning multiple charts and tables, you can glance at up...

Dynamic Lists give you a smarter way to build and manage loan officer lists. Instead of exporting static files that are outdated as soon as they’re created, Dynamic Lists automatically refresh as t...

Lender Fast Facts Profile gives you a comprehensive, at-a-glance view of any lending organization in Data Center, from production volume and loan type breakdowns to agent engagement, branch perform...

Lender Quick Lists let you search, filter, and take action on lenders directly from the Data Center. You can narrow results by lender details, production volume, transaction types, and more — then ...