Learn how to reference the QuickQual Overview page in your LenderLogix account to view QuickQual analytics and insights.
How to Access the QuickQual Overview Page
- Log in to your LenderLogix account.
- Navigate to the side menu on the left.
- Click on QuickQual Overview.
Most users are directed to this page upon logging in, but if not, follow the steps above to access it.
Overview of Key Metrics
At the top of the page, you will find four boxes that summarize important data:
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New QuickQuals (Last 30 Days)
This box shows how many new QuickQuals were created in the past 30 days. -
Active QuickQuals with Recent Logins
This box displays how many active QuickQuals have had recent logins, either by the borrower or the agent. -
QuickQuals Expiring (Next 10 Days)
Here, you’ll see how many of your QuickQuals are set to expire in the next 10 days. -
Expired QuickQuals with Recent Logins
This box indicates how many of your expired QuickQuals have had recent login activity from a borrower or agent.
Graphs for Insights
As you scroll down, you’ll encounter three key graphs that offer more detailed insights:
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QuickQuals by Month
This graph shows how many QuickQuals you’ve created per month. Hover over each month to see the exact number of QuickQuals for that period. -
Logins and Letters by Month
This graph provides data on how many logins and pre-approval letters were generated each month. Hover over the graph to view the specific numbers. -
Most QuickQuals by Realtor
This chart shows how many QuickQuals have been shared with each realtor. Hover over each realtor's name to see the exact number of QuickQuals shared.
Recent Activity Feed
At the bottom right of the page, you’ll find the Recent Activity feed, which displays the latest activity for all of your QuickQuals. This feed provides a detailed look at updates, such as who created a pre-approval and the related details. It's a helpful way to keep track of ongoing activities across all your QuickQuals.
The QuickQual Overview page is your hub for monitoring and analyzing all QuickQual activities within your LenderLogix account. By utilizing the provided metrics and graphs, you can efficiently track new QuickQuals, active and expired ones, and stay updated with recent activities. If you need further assistance or have any questions, our support team is here to help.