Newzip | Solutions- Lender dashboard

Centralized data and reporting

Get a macro and micro view of all customer and agent activity so you can easily manage your pipeline.

Real time reporting to track key performance indicators

Team permissioning for LOs, managers, and executives

Bi-directional API integration with your CRM/POS system

Real estate triggers

Our dashboard doesn’t just give you basic insights, it uses predictive technology to provide valuable insights like referral outcomes analysis, identifying when your pipeline is at risk and more.

Email & SMS notification of key events

Review accountability reports for each lost deal

Manage your agent network

Grow your agent network in one centralized place so you can build more relationships and win more business.

Track ROI of each agent relationship

Add your agents to the network

Review agents & home advisors you work with

Expand your sphere of influence

Exclusive features

With Newzip’s Lender Dashboard, you can search all customers and deals in one spot, send notes that will be shared to the team, and monitor all team activity.

Filter by attachment, status, LO, and more

Export all data into CSV for your custom use

View deal details including timeline, budget, etc.

Upload and share documents with your team

Case study

“Lenders now have the opportunity to evolve beyond distributing pre-approval letters to building a better and more modern customer experience that yields more favorable conversionrates.”

Adi Pavlović

The Future of Agent and Loan Officer Collaboration

Read the case study

Schedule demo