Reports
Read-only reporting for lead volume, active loans, revenue pipeline, tasks, documents, and referral performance.
| Report | Sample Metric | Trend |
|---|---|---|
| Lead Volume | 24 active leads | +18% |
| Loan Pipeline | $4.8M active pipeline | +11% |
| Referral Performance | 9 partner referrals this month | +22% |
Screen behavior: This page is a separate read-only public demo route for Reports.
Safety: Save, edit, delete, email, upload, export, and file actions are disabled in the public demo.
Safe demo behavior: Sidebar links open separate Broker Pipeline Pro read-only module previews. The public demo does not save, edit, email, upload, export, delete, or touch live Broker Pipeline Pro CRM database records.