Running Reports & Exporting Data
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      LendingWise Tabs - Reports

      The "Reports" tab (Non-Pipeline Reporting) in LendingWise is used to monitor back-office operations, communication logs, employee activity, billing/payables, and more.

      Sub Tabs

      1. ✅ Servicing

      • Displays post-funding loan servicing data, including:

        • Payment schedules

        • Servicing status

        • Notes & history

      • Useful for servicing teams tracking collections, delinquencies, or follow-ups.

      2. 🔌 3rd Party Services

      • Logs interactions with external integrations, such as:

        • Credit checks

        • Appraisals

        • Background/identity verification

      • Helpful for troubleshooting or verifying if a service was triggered properly.

      3. 💳 Billing / Payables

      • Tracks:

        • Invoices due to brokers, vendors, or affiliates

        • Payment schedules related to specific loan files

      • Commonly used by accounting teams to manage payouts and track fees.

      4. ❌ Bounced Emails

      • Shows emails that failed to send due to:

        • Invalid or inactive addresses

        • Full inboxes or mail server issues

      • Enables staff to:

        • Update contact records

        • Retry or use alternate communication methods (e.g., phone/SMS)

      5. 📬 Mail Queue – File Related

      • Displays queued or sent emails connected to individual loan files, such as:

        • Approval notices

        • Request for documents

        • Status updates

      • You can view:

        • Delivery status (sent, failed, queued)

        • Timestamp

        • Recipient email

      6. 📣 Mail Queue – Marketing Related

      • Shows bulk/automated marketing communications like:

        • Campaign emails

        • Drip sequences

      • Helps marketing staff track:

        • Opens, clicks, and delivery issues

        • Campaign performance

      7. 👥 Employee Reports

      • Tracks internal system activity by users, including:

        • Logins

        • Loan assignments

        • Task completions

      • Great for admin-level oversight and team accountability.

      8. 🖨️ Faxed Files

      • Displays records of files sent/received via fax, if using an integrated fax service.

      • Useful for document-heavy workflows or legal transactions that require faxing.

      9. 🚫 Unsubscribed

      • Lists contacts who have opted out of marketing communications.

      • Helps ensure compliance with email laws (CAN-SPAM, GDPR).

      • Filter by campaign, contact type, or date.