NOTE: You must have Mortgage Sales Manager administrative access to view your marketing overview reports.


Using the Marketing Overview Reporting allows you to see more specific information about certain loan officers. 


  1. On the left navigation, click Reporting > Marketing Overview. 
  2. Under the Marketing Overview header, click Export and choose an option. 
    • Table 
    • Active Connections 
    • Approved Print Media
    • Approved Social Media
    • Active Single Property Sites
  3. That export will download to your browser after you choose an option. 
  4. Open your CSV export file. 



PRO TIP: Use the search/filter tools found at the top of the screen to help find more specific reports.