> ## Documentation Index > Fetch the complete documentation index at: https://docs.keystn.com/llms.txt > Use this file to discover all available pages before exploring further. # Performance > The Performance module ranks loan officers by funded volume and surfaces efficiency metrics including pull-through rates and average days to fund. ## 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 ## Leaderboard Metrics Each loan officer row in the leaderboard displays the following metrics: | Metric | Description | | -------------------- | ----------------------------------------------------------------------------------------------------------------------------------------------------------------- | | **Name** | Loan officer's full name | | **Volume** | Total funded loan volume in the selected period | | **Units** | Number of funded loans | | **Revenue** | Total broker compensation earned | | **Pull-Through** | Percentage of applications that resulted in a funded loan. Calculated as (Funded Loans / Total Applications) x 100. | | **Avg Days to Fund** | Average number of calendar days from App Intake to Funded Date. Shows null if no loans have both dates populated. | | **Volume Change** | Percentage change in volume compared to the prior period of equal duration. Helps identify trending up or down. | | **Draw Balance** | Current draw balance for the LO, pulled from the employee record. | | **Draw Alert** | A warning flag that appears when the LO's draw balance exceeds their estimated monthly earnings, indicating they may not be producing enough to cover their draw. | ### 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. ## Pull-Through Rate Pull-through rate measures conversion efficiency -- what percentage of applications a loan officer successfully closes. It is calculated by: ``` Pull-Through Rate = (Funded Loans in Period / Applications in Period) x 100 ``` 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. ## 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. ## Draw Balance Alerts The draw alert system identifies loan officers whose draw balance may be outpacing their earnings. The alert triggers when: ``` Draw Balance > Estimated Monthly Earnings ``` 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. ## Filtering The performance leaderboard supports filtering by: | Filter | Description | | ---------------- | ------------------------------------------------- | | **Date Range** | Scope the analysis to a specific time period | | **Loan Officer** | Focus on a single LO (useful for detailed review) | | **Branch** | Filter to loan officers in a specific branch | | **Lead Source** | Filter by the lead source on funded loans | | **Lender** | Filter by the lender on funded loans | ## Using Performance Data ### 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 ### Draw Reviews Review draw alerts monthly to identify LOs who may need their draw amounts adjusted or who need production support. ### 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).