Account Overview Report

Full Name

Email *

How many months has the client been active with us? (Account overview)

Appointments/Conversations Set

How Many "Review Leads" for clients to go through?

How Many Pre-approval Applications has client gotten?

How many closed deals does client have from MS? (# only)

Client Performance

Is Client making it to their appointments? (Yes if Making or No if missing)

Yes

No

Is client leaving notes/ providing feedback to the setters & rovers? (Yes or no)

Yes

No

Is client double dialing/ calling from system or are they usually following up outside of system?

Yes (calling from system)

No (calling outside system)

Is client taking applications over the phone whenever possible?

Yes

No

Is client getting realtor partners involved whenever possible?

Yes

No

N/A (Cant tell)

Provide a list of names for the client to review asap (Account review_

Any additional Notes for client?

Vimeo Link for account overview:

Should we notify client?

Yes

No

Do we need to do a forced pop up announcement for client? (Use for serious or repeat account issues) - Full Review *

Yes - Create forced announcement

No - Do not create forced announcement