Ask questions about your business in plain English and get the answer as a chart.
Who this is for: Brokers, Enterprise admins
Ask Smart Reporting
Click Reports in the left-hand menu and choose Smart Reporting.
Type a question, for example:
How many leads were generated per month?
Who are my top brokers by net revenue this quarter?
Show active leads by workflow stage with loan value
Give me a settlement report for the last 7 days
Review the chart and insights, then try the suggested follow-up questions.
Click New Chat to start again. Earlier questions are in your chat history.
Use relative periods such as "last 7 days", "last month" or "last year" rather than specific dates.
Use the Q&A tab in Business Reports
Open your Business Report and go to the Q&A tab.
Set filters on the left first: lead created date, broker, referral source, workflow or lead status.
Click a suggested question, such as "Show me approved leads by broker" or "Show me loan amount by lender", or type your own in Ask a question about your data.
Good to know
Brokers see their own data; admins see across the business.
Ask support if you need a custom question set for your business.
Need a hand?
Email [email protected] and our team will get back to you.