Important: Depending on your access level you may not be able to view all of the below sections. For questions please reach out to our Support team for assistance!
Accountability Overview
The Accountability Dashboard allows you, as a Lender Admin, to view how many leads were assigned to all the Lenders on your real estate partner's platform for a given date range, and track the Lenders' actions on those leads -- to hold them accountable.
To access the Accountability Dashboard, expand the Reporting area of your left-hand menu bar, and select Accountability.
Generating Your Report
Select from the criteria in the header section to generate your report.
Date Range- this reflects the lead registration date. Select a Quick Date Range or enter a specific start & end date by clicking the Custom Date Range link. Only leads having registered during the specified Date Range will be accounted for in the Dashboard report.
Show Leads- this determines which lead categories will be considered in the results.
Active Only - New, Qualify, Nurture, Watch, & Hot
All Leads - All Lead Categories (New, Qualify, Nurture, Watch, Hot, Pending, Closed, Archive & Trash)
Time Lead Was Assigned- the default time is 12 midnight to 12AM midnight to encompass a full day of leads registering.
Understanding Your Report
Full Name | Lender's first and last name. |
Last Logged In | Displays the amount of time since the Lender logged into their account from the BoomTown login page.
This timing will not update for Lenders that remain logged into their BoomTown account. |
Sessions | Based on the number of times a Lender actively returns to their account after having gone idle for 20 minutes or more. |
Leads Assigned | Number of leads assigned to the Lender within the date range, time frame, lead type and categories selected. |
Not Viewed | Leads for which the Lender has not visited their profile page. This column will only count when the Lender goes into the lead's profile page. Please take into consideration that a lot can be viewed and accomplished through Lead Central without physically opening the profile. |
No Emails | Leads (with valid email addresses) that have not been sent an email within the date range specified.
Even if a lead has been set-up on a Smart-Drip Plan, this column will still reflect no emails sent until the first Drip email goes out. |
No Calls | Any leads (excluding any with an Invalid or Opt-Out Phone Status) your Lender has not logged a call for within the selected date range. |
No Texts | Any leads (excluding any with an Invalid or Opt-Out Phone Status) your Lender has not sent a text message to within the selected date range. |
No To-Dos | Lead’s without any To-Dos set. |
Time to First Action | The average length of time between a lead being assigned to a Lender and when the Lender takes the first action (logging a call, sending an email, sending a text message, etc.). |
Time to First Text | The average length of time between a lead being assigned to a Lender and when the Lender sends the first text message. |
Since the No {Action} columns in this Dashboard are accounting for the number of leads your Lender did not take action on, no number (a zero) is a good number!
Drill Down Report
If there are leads your Lenders have yet to act on, you can click on the number to view a list of those leads in Lead Central!
The Not Viewed column number will not be clickable as there is not a filter option in Lead Central for leads that have not been viewed.
Upon being taken to Lead Central, the appropriate filters will already be selected for you, so you can view a list of those leads your Lender hasn't taken a certain action on.
To notify your Lender of these leads, copy the URL at the top of your browser and paste it into an email to your Lender.
