Metrics within BrokerEngine are tracked by the movement of a lead or deal card across the board. Using metrics can help to give you a clearer view of forecasted settlements, conversions or how long it takes for a deal to go from Submission prep to settlement.

Metrics can be accessed from the left tool bar within your BrokerEngine account:

1. Click '... More'

2. Select 'Metrics'

There are a number of different date range options in the top right of the metrics chart, click on the date to create a custom date range.

The following metrics on the BrokerVision page are tracked by the movement of a lead or deal card into a specific stage that has been set up to track the number of cards that move into the stage through a 'stage mapping' process.

Not all metrics use the stage movement alone. Settlements has two methods of tracking:

BrokerVision tracks the number of deals won by a slightly different method, and tracks the conversion of a lead by the board change over to the deals board

The sales cycle report tracks how long a lead or deal has been in a specific stage. This can be modified from the board and stage tool, or within the report itself .

By clicking the page icon at the top of the metrics table, you can view the records used within the selected timeframe.

The following metrics can be exported to a spreadsheet:

The default settings for metrics are mapped to the stages below. The mapping for 'Deals Won' can not be changed.

*NOTE:

Initial interviews held is mapped under "Post Appointment"

Presentations Held is mapped under " Loan Strategy Report"

The board and stage tool can be used to change which stages are used within Metrics.

The

For more information about our board and stage tool please click here