Скачать или смотреть Custom Reports and Exporting Data In LendingWise

Unlock the full potential of LendingWise with our in-depth tutorial on creating custom reports and exporting data tailored to your needs. Ideal for private money lenders and brokers, this video demonstrates how to optimize your workflow by customizing your pipeline, applying specific filters, and generating various reports for loan tapes or deal sizers for better decision-making. Whether you're handling residential or commercial real estate loans, or need specialized reports for compliance, this tutorial will guide you through the steps to harness our powerful data management tools.

Chapters:

00:00 - Introduction to Customizing Your Pipeline in LendingWise
00:59 - Advanced Customization and Reporting Features

What You'll Learn:

• Customizing the pipeline view with specific data columns.
• Applying advanced filters to manage construction loans, loan status, and more.
• Saving and revisiting custom views for consistent reporting accuracy.
• Generating custom reports including Close Loan, Servicing Export, and Draw reports.
• Utilizing custom fields for specialized requirements like HMDA reporting.

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LendingWise Official Website: https://www.lendingwise.com

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