Any deals with a "Funded" status will show in the Funded deals report, even if they were submitted outside of Finmo. Make sure you and your team are marking deals as "Funded" to ensure that they are included.

Note: you must be an administrator in Finmo in order to access this feature

How to access the "Funded deals" report

1. Click the reporting icon on the left menu

2. Select "Funded deals"

3. Choose the year you would like from the drop down menu.

Note: Deals shown in the report have a Funding date within the selected year. You can edit the deal's Funding date in the Compliance page.

4. Click the "View Report" button.

Note: it may take a minute or so for the report to generate

5. Once it generates the data will populate in the "Funded deals" section. At the top of the report you will see the total amount of funded deals as well as the total funded volume.

6. You have the option to filter the report, download the report or choose another year.

What datapoints are included in the report?

Column Name	Values	Description
Application ID	ID code	The application ID.
Goal	Purchase Purchase + Switch/Transfer Refinance	The goal of the mortgage as established in the goal section of the application.
Lender	Lender Name	Lender that funded the deal. This value comes from the submission that was funded, if the deal was submitted outside of Finmo the Lender can be entered in the compliance page.
Mortgage amount	Amount	The mortgage amount that was funded.
Created date	Date value	The date this deal was created in the system.
Closing date	Date value	Closing date as set in the Goal section of the application.
Funding date	Date value	Date the deal was funded. This will be defaulted to the closing date but can be set when marking a deal as funded or in the compliance page.
Mortgage type	First Second Third Line of Credit - Secured Line of Credit - Unsecured Personal Loan	The mortgage type as set on the mortgage details section of the application.
Loan type	Mortgage Secure LOC	Loan type will be marked as a secure LOC if the mortgage type entered in the mortgage details section of the application is one of the following: "Line of credit - secured", "Line of credit - unsecured" or "Personal loan" otherwise it will be set to mortgage.
Province	Province Codes	The province of the Subject Property.
Credit Score	Number value	Credit score of the main applicant.
GDS	Percentage value	Gross Debt Service ratio.
TDS	Percentage value	Total Debt Service ratio.
LTV	Percentage value	Loan to Value ratio.
Insured	Yes No	If a value has been entered in the “insurance premium amount” field in the mortgage details insurance will be set to "Yes".
First time homebuyer	Yes No	Main applicant is a first time homebuyer (As specified in the Personal details section of the application).
Borrowers	Number value	Number of borrowers on the deal.
Borrower ages	Multiple number values	The ages of all the borrowers on the deal separated by commas.
# of Self- Employed	Number value	The number of borrowers who’s current employment is set to “Self-employed” (as specified in the “income source” field of the application).
# of Variable income	Number value	The number of borrowers in the deal that have at least one current income that qualifies as variable income. What qualifies as variable income? Self employed or being Employed with a payment type of “Hourly (Non-guaranteed)”, “Commissions only”, or “Bonus/Overtime/Commissions”.
Referral source	Referral source name	The name of the referral source associated with this deal, from “Your sources” as set in the Lead generation page.
Referral source type	Realtor Lawyer Social media Ad campaign Website Client Financial Planner Other	The type of the referral source associated with this deal, from “Your sources” as set in the Lead generation page.
Agent	Text value	The name of the main agent on the deal.
Submitted in Finmo	Yes No	Deals that have been submitted through Finmo