Viewing, Editing, Sending and Deleting Reports
Navigate to the Client Manager by hovering over your silhouette/headshot and then clicking Client Manager.
1. Click View on the corresponding client's row.
2. To view a previous report, click the View button in its corresponding row.
3. To edit, send, or delete a report, click the down arrow icon in its corresponding row and select your desired option.
Creating a Report
4. Click + Create Report.
5. Click on the bubble for the report you would like to generate. You can also choose our Purchase Analysis bundle which will generate Loan Comparison, Cost of Waiting, and Buy vs Rent reports at once.
6. Click Create.
Have questions? Click here to submit a support ticket.