What reporting is given for usage/abandonment rates at each step of the application process? How do we prompt for half-started applications?

the loan. For any of these scenarios, we provide reporting and analytics to help you understand how the application workflow is performing at each stage of the origination process. For example (see screenshot), we capture the amount of time (to the second) that a loan sits in a particular state…this enables you to identify process bottlenecks, benchmark workflow efficiency and more.

Again – and as mentioned previously in this demonstration – authorized users can subscribe to any/all of these reports and receive them automatically. In addition, your users can export the report data as a CSV or XLS to further slice and dice the data, import it into other business intelligence platforms, etc.

What reporting is given for usage/abandonment rates at each step of the application process? How do we prompt for half started applications?

As mentioned previously, application abandonment and usage is tracked by you using interactive reports and dashboards in Q2 Origination (see previous section for details…screenshots also included below).

For those who are looking for more insights regarding user cohorts, click-through rates, deeper adoption and abandonment statistics, etc. we can also integrate with Pendo. By feeding our usage data to Pendo, you can view how applicants are interacting with specific features (like help or tooltips)…