Protection reports provide you with all the tools you need to understand your protection metrics such as your commission being made and more.
This guide will provide a brief explanation of each of the mortgage reports. All of the images in this article can be viewed in full screen by right-clicking and selecting open image in new tab.
Protection Written Report
Report calculating the sum of an adviser’s Written Protection.
Protection Completed Report
Report calculating the sum of an adviser’s Completed Protection.
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