What is Pre-Approval KPI Tracker?
To monitor the Pre-Approval activity data to identify users who select the Application checkbox during the creation of contact activities. This enables accurate tracking of pre-approved contacts within the system.
Note: It's only for Mortgage industry users.
How to Set Goal for Pre-Approval:
In the top navigation bar, you can find the KPI and click on it.
Scroll down the page, you will find the Pre - Approval in the grid table.
Set a goal for Pre-Approval, you can click on the set goal button in the top of the KPI page, and add your goals there.
Once you add the goals it will reflect in the Pre-Approval Goal column.
Note: Click the edit icon to edit the goals.
How to Create a Pre-Approval Activity Using the Quick Action Tool:
Click the "Quick Action" button and Select the “Activity” option.
In activity popup, to select the Pre-Approval check box. Choose the contact or create new contact and click the save button.
Once you created the pre-approval activity it will reflect in the KPI activity tracker grid table.
The data will be reflected in the Pre-Approval This Month column. Click on pre - approval to view the detailed list.
If you have any questions, feel free to reach out to us by using the chat in the bottom-right of the platform.- Accountable Support