Transactions Graph

Transactions Graph

The Transactions graph can be customized by selecting different options. The graph changes depending on the selections made. The default view for the graph displays with All and By Stage selected.

To customize the graph:

  • In the All list, select All or Mine.
  • In the By Stage list, select By Stage, By Type, By SLA, By Process, or By Loan Officer.

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Viewing Details on the Graph

Pause your cursor over a color/section on the graph to view details.

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Select a color/section on the graph to displays inquiries for the section/color in the grid. Example: Selecting the blue mortgage bar displays all mortgage inquiries in the Inquiries grid.