From your dashboard, look at the left menu under top loan originators, click on “Search.”

Enter the name you want to search. Then Click “View” to view name’s portfolio.

In the pop-up box. Input the location which can be search by States, MSAs, Counties and Market.

Next, select the desired date range, then click "Refresh Data".

After reloading the data. It displays the Name's information and transactions. To save it as an excel file, click on Export to Excel.