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Overview

The performance leaderboard gives managers a single view to assess how each loan officer is performing. It combines production metrics (volume, units, revenue) with operational efficiency (pull-through, speed) and financial health indicators (draw balance), making it easy to identify top performers and those who may need support. Performance leaderboard

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Leaderboard Metrics

Each loan officer row in the leaderboard displays the following metrics:

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Sorting

The leaderboard is sorted by funded volume in descending order, so the highest-producing LOs appear at the top. All active loan officers are included, even those with zero funded loans in the period, ensuring a complete view of the team.

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Pull-Through Rate

Pull-through rate measures conversion efficiency — what percentage of applications a loan officer successfully closes. It is calculated by:
Both the funded loans and applications are scoped to the same date range. A high pull-through rate indicates an LO who effectively qualifies and converts prospects. A low rate may signal issues with lead quality, borrower management, or file preparation.

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Volume Change

When a date range is set, the system calculates the LO’s funded volume for the equivalent prior period and shows the percentage change:
  • Positive — Volume increased compared to the prior period
  • Zero — Volume stayed the same
  • Negative — Volume decreased
If no prior period data is available, this field is null.

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Draw Balance Alerts

The draw alert system identifies loan officers whose draw balance may be outpacing their earnings. The alert triggers when:
Estimated monthly earnings are calculated by dividing the LO’s total revenue in the selected period by the number of months in that period. This provides an early warning for managers to review draw arrangements before balances become problematic.

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Filtering

The performance leaderboard supports filtering by:

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Using Performance Data

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Weekly Sales Meetings

Use the leaderboard during weekly sales meetings to review:
  • Who is on pace for their targets
  • Which LOs saw volume increases or decreases
  • Pull-through rates that may indicate coaching opportunities

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Draw Reviews

Review draw alerts monthly to identify LOs who may need their draw amounts adjusted or who need production support.

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Trend Analysis

Compare period-over-period volume changes to spot LOs who are trending upward (potential for increased responsibility) or downward (may need support or pipeline review).