Quarterly report, a sample

Q3 2026 (Jul to Sep)

Prepared for Jordan Avery, Branch manager, Sample Mortgage. Confidential.

Jordan, 147 LOs looked at your storefront in Q3 2026 (Jul to Sep) and 6 booked a meeting with you. Views rose 28% on the quarter before.

Storefront views: 213; before: 166
Shortlists: 42; before: 33
Conversations: 18; before: 14
Meetings booked: 6; before: 5

Generated Oct 1, 2026.

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A sample report

Illustrative numbers. This is what every edition will analyze once the Park has the data. This is a quarterly report for the owner of a broker with eleven to fifty loan originators. Every leader gets one on the 1st of each month, quarter and year.

Decisions for this quarter

1
From a conversation to a meeting
You had 6 meetings for 18 conversations this quarter, a rate of 33% (36% the quarter before). The middle leader among your peers is at 39%.
What to try
You are below the middle of your peers at this step. Look at what your storefront shows at this point (the pitch, the pay, the support) and fill the gaps this report names.
Expected lift: About 1 more meeting at your current traffic
2
From a view to a shortlist
You had 42 shortlists for 213 storefront views this quarter, a rate of 20% (20% the quarter before). The middle leader among your peers is at 23%.
What to try
You are below the middle of your peers at this step. Look at what your storefront shows at this point (the pitch, the pay, the support) and fill the gaps this report names.
Expected lift: About 7 more shortlists at your current traffic
3
W-2 basis points by range
What brokers with 11 to 50 LOs (5 shops) publish for the ranges you recruit, beside your best plan for each range.
What to try
Your bps for the $20–40M range sits in the bottom quarter of your peers. The middle is 140 bps; decide whether to move, or to make the rest of your offer carry the difference.
Expected lift: No estimate yet

Where you stand

Your Draw by range

Recommendation

$20–40M75 Draw, Park median 50
$40–60M88 Draw, Park median 50
$60–100M3 Draw, Park median 50

How strongly your storefront draws each range you recruit this quarter, against every shop those LOs visited. It weighs four things equally: your share of the range's visitors, and how many of yours shortlisted, wrote and booked. 50 is the Park median.

$20–40M25% shortlisted against 22% at the median shop, 17 shops: 75
$40–60M29% shortlisted against 22% at the median shop, 17 shops: 88
$60–100M8% shortlisted against 19% at the median shop, 17 shops: 3

What to try

$60–100M producers open your storefront but rarely shortlist it. Lead with what they ask for most, shown under What LOs in your ranges want.

Expected lift: No estimate yet

Where the LOs you recruit are licensed

Information

Texas30 LOs
Oklahoma16 LOs
Colorado12 LOs
Arizona5 LOs

Plus 2 LOs in states with fewer than 5 each.

Active, verified LOs in the ranges you recruit, by the state they are licensed in. Someone licensed in two states counts in both. The map shows the $20–40M range.

$20–40M65 licenses in all: Texas 30, Oklahoma 16, Colorado 12
$40–60M54 licenses in all: Texas 30, Colorado 11, Oklahoma 9
$60–100M46 licenses in all: Texas 25, Oklahoma 12, Arizona 6
$100M+46 licenses in all: Texas 27, Oklahoma 13, Colorado 6

How soon they want to move

Information

In 3 to 12 months87 LOs
Just exploring76 LOs
In the next 3 months57 LOs

Of 220 LOs in the ranges you recruit, 26% want to move in the next three months.

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LOs per recruiting shop in your states

Information

For each range you recruit: the LOs licensed in your states, divided by the shops recruiting that range there. A shop licensed in two of your states counts twice. A higher number means more people for each shop competing for them.

$20–40M58 licenses, 12 shop and state pairs recruiting: 4.8 per shop
$40–60M50 licenses, 9 shop and state pairs recruiting: 5.6 per shop
$60–100M40 licenses, 9 shop and state pairs recruiting: 4.4 per shop
$100M+46 licenses, 6 shop and state pairs recruiting: 7.7 per shop

How often your company shows in Search

Information

Sample Mortgage appeared on 159 search result pages this quarter; the middle shop of brokers with 11 to 50 LOs (5 shops) appeared on 195. A search lists the company, so this number is the same for every leader there.

Sample Mortgage: 159
Middle of your peersBrokers with 11 to 50 LOs (5 shops): 195
Your percentile: 20

What the shops LOs choose have in common

A big scenario your storefront does not cover

Recommendation

23 LOs in your states star "Construction to permanent", and it is marked not supported.

Scenario23 star it: Construction to permanent

What to try

If you can take "Construction to permanent" with conditions, say so in the scenario matrix. The LOs who star it filter on it.

Expected lift: No estimate yet

What the shops $20–40M producers shortlist most share

Recommendation

Coaching3.4x times as often
Company leads1.7x times as often
A scenario desk1.5x times as often
A dedicated processor1.3x times as often

The top 5 of 17 shops by shortlist rate among $20–40M producers this quarter, beside every shop those producers visited. Shaded bars are facts your storefront does not show.

Coaching80% of the top shops, 24% of all, you do not show it: 3.4x
Company leads20% of the top shops, 12% of all, you do not show it: 1.7x
A scenario desk60% of the top shops, 41% of all, you do not show it: 1.5x
A dedicated processor100% of the top shops, 76% of all, you do not show it: 1.3x

What to try

80% of the shops $20–40M producers shortlist most show coaching, against 24% of every shop they visited. Your storefront does not show it. Add it if you offer it.

Expected lift: No estimate yet

What the shops $20–40M producers book meetings with most share

Recommendation

Coaching2.6x times as often
Company leads1.7x times as often

The top 5 of 17 shops by meeting rate among $20–40M producers this quarter, beside every shop those producers visited. Shaded bars are facts your storefront does not show.

Coaching60% of the top shops, 24% of all, you do not show it: 2.6x
Company leads20% of the top shops, 12% of all, you do not show it: 1.7x

What to try

60% of the shops $20–40M producers book meetings with most show coaching, against 24% of every shop they visited. Your storefront does not show it. Add it if you offer it.

Expected lift: No estimate yet

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What $20–40M producers shortlist

Recommendation

A dedicated processor1.5x times as often
No non-compete1.4x times as often
Company leads1.2x times as often
W-2 employment1.2x times as often
Remote or hybrid work1.2x times as often

Across 213 shortlists by $20–40M producers in the Park this quarter, these storefront facts show up more often than they do across all live shops.

A dedicated processor94% of their shortlists, you do not show it: 1.5x
No non-compete60% of their shortlists, you show it: 1.4x
Company leads22% of their shortlists, you do not show it: 1.2x
W-2 employment100% of their shortlists, you show it: 1.2x
Remote or hybrid work22% of their shortlists, you show it: 1.2x

What to try

Shops with a dedicated processor are shortlisted 1.5x as often by this range as their share would predict, and your storefront does not show it. Add it if you offer it.

Expected lift: No estimate yet

The borrower scenarios big in your states

Information

FHA, including 580 to 620 FICO66 LOs
VA, including jumbo60 LOs
Self-employed, bank statements55 LOs
DSCR investor49 LOs
Jumbo, non-conforming45 LOs
First-time buyer with down payment assistance33 LOs
Manufactured housing27 LOs
Construction to permanent23 LOs
USDA rural19 LOs

What LOs licensed in your states star in their own book. Someone licensed in two of your states counts in both.

What LOs filter on

Information

states498 searches
W-2 or 1099231 searches
remote or office165 searches
shop type78 searches

38% of 1,860 searches in the Park this quarter used a filter.

What LOs in your ranges want

The goal your storefront does not answer yet

Recommendation

"Operations that close on time" is the first goal of 14 LOs in the $20–40M range, and your storefront shows neither a dedicated processor nor a scenario desk.

Goal14 rank it first: Operations that close on time

What to try

If you offer either, add it to your support section; if not, share your turn times in How files move here.

Expected lift: No estimate yet

What they would say no to

Recommendation

Requires a non-compete93 LOs
Won't let them keep their brand or DBA59 LOs
Enforces production minimums49 LOs
Can't support their starred scenarios40 LOs
Only offers 109913 LOs
Has no office in their state6 LOs

Each LO names up to three things that rule a shop out. Of the 220 LOs in the ranges you recruit, this many would say no to a shop that does each one.

What to try

59 LOs in your ranges would say no to a shop that won't let them keep their brand or DBA, and your storefront shows exactly that. If it can change, update your storefront and they can see you again.

Expected lift: No estimate yet

What the LOs you recruit want most

Information

Operations that close on time50 LOs
More money on the same production39 LOs
Grow my production30 LOs
Win on pricing and products22 LOs
Freedom and autonomy20 LOs
More time and balance14 LOs
Build a team or a branch11 LOs
Stability and leadership I trust6 LOs

192 LOs in the ranges you recruit ranked their goals. "Operations that close on time" comes first for 26% of them.

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The systems they work in today

Information

Encompass84 LOs
Arive46 LOs
Byte27 LOs
LendingPad19 LOs
Salesforce17 LOs
Jungo6 LOs

The loan and CRM systems the LOs in the ranges you recruit said they use. If yours is among them, say it on your storefront.

What changed

Who came, by production range

Information

$20–40M60 visits
2.8x their share of every LO in the Park
$40–60M45 visits
2.6x their share of every LO in the Park
$60–100M24 visits
1.6x their share of every LO in the Park
$10–20M15 visits
0.8x their share of every LO in the Park
Fewer than 5 each4 visits

148 visits this quarter, by the visitor's production range. The note on each range compares its share of your visitors with its share of every active LO in the Park.

How LOs moved across the Park

Information

Across every shop this quarter: shortlists, conversations and meetings, and how many shortlists moved on to talking, met and decided.

Shortlists+18% against 540 the quarter before: 636
Conversations+19% against 243 the quarter before: 288
Meetings+29% against 72 the quarter before: 93
Moved to talking+30% against 69 the quarter before: 90
Moved to met+33% against 27 the quarter before: 36
Moved to decided+100% against 6 the quarter before: 12

Who opened your storefront

Information

Jul 1, 2026Sep 30, 2026

LOs opened your storefront 213 times this quarter. Views rose 28% on the quarter before. 147 different people looked.

Storefront views+28% against 166 the quarter before: 213
Different people+28% against 115 the quarter before: 147
Shortlists+27% against 33 the quarter before: 42
Conversations+29% against 14 the quarter before: 18
Meetings booked+20% against 5 the quarter before: 6

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When LOs look at your storefront

Information

Busiest hour: 8 pm to 9 pm, Eastern.

Most views land around 8 pm Eastern. A reply sent near the busy hours meets people while they are still deciding.

8 pmof your views: 9%
8 amof your views: 9%
7 pmof your views: 8%

Your funnel beside peers

From a conversation to a meeting

Recommendation

You had 6 meetings for 18 conversations this quarter, a rate of 33% (36% the quarter before). The middle leader among your peers is at 39%.

This quarter6 of 18: 33%
The quarter before: 36%
Middle of your peersLeaders at brokers with 11 to 50 LOs (10 leaders): 39%
Your percentile: 40

What to try

You are below the middle of your peers at this step. Look at what your storefront shows at this point (the pitch, the pay, the support) and fill the gaps this report names.

Expected lift: About 1 more meeting at your current traffic

From a view to a shortlist

Recommendation

You had 42 shortlists for 213 storefront views this quarter, a rate of 20% (20% the quarter before). The middle leader among your peers is at 23%.

This quarter42 of 213: 20%
The quarter before: 20%
Middle of your peersLeaders at brokers with 11 to 50 LOs (10 leaders): 23%
Your percentile: 10

What to try

You are below the middle of your peers at this step. Look at what your storefront shows at this point (the pitch, the pay, the support) and fill the gaps this report names.

Expected lift: About 7 more shortlists at your current traffic

How far they watched your pitch

Recommendation

Pressed play96
A quarter in7275% of the step before
Halfway5171% of the step before
Three quarters3059% of the step before
The end1963% of the step before

96 LOs pressed play this quarter. 53% reached the half and 20% the end.

Plays: 96
Reached the half: 53%
Reached the end: 20%

What to try

Fewer than a quarter of viewers reach the end. Cut the pitch to the first ninety days and the one fact that makes you different; two minutes is enough.

Expected lift: No estimate yet

Show 5 more

Messages in and your replies

Recommendation

LOs sent you 66 messages this quarter and you sent 48: 0.7 replies for each message.

From LOs: 66
From you: 48

What to try

Fewer than one reply for each message. Answer every first message within a day; your inbox marks the conversations waiting on you.

Expected lift: No estimate yet

From a shortlist to a conversation

Information

You had 18 conversations for 42 shortlists this quarter, a rate of 43% (42% the quarter before). The middle leader among your peers is at 37%.

This quarter18 of 42: 43%
The quarter before: 42%
Middle of your peersLeaders at brokers with 11 to 50 LOs (10 leaders): 37%
Your percentile: 60

From a card seen to a meeting

Information

Saw your card1,242
Opened your card38731% of the step before
Peers: 29%
Opened your storefront21355% of the step before
Peers: 58%
Shortlisted you4220% of the step before
Peers: 23%
Started a conversation1843% of the step before
Peers: 37%
Booked a meeting633% of the step before
Peers: 39%

Each step of your funnel this quarter, with the middle of leaders at brokers with 11 to 50 LOs (10 leaders) beside it.

Opened your cardof the step before, middle of your peers 29%: 31%
Opened your storefrontof the step before, middle of your peers 58%: 55%
Shortlisted youof the step before, middle of your peers 23%: 20%
Started a conversationof the step before, middle of your peers 37%: 43%
Booked a meetingof the step before, middle of your peers 39%: 33%

Why they booked a meeting with you

Information

The comp5 answers
Fewer than 5 each9 answers

14 answers from LOs who booked a meeting with you this quarter. Each could pick up to three.

What your conversations opened with

Information

Comp7 conversations
Scenario or product5 conversations
Fewer than 5 each6 conversations

18 LOs started a conversation with you this quarter. The first topic they picked:

Your offer beside others

W-2 basis points by range

Recommendation

What brokers with 11 to 50 LOs (5 shops) publish for the ranges you recruit, beside your best plan for each range.

$20–40Mmiddle 140, middle half 131 to 142 (5 shops): You 110 bps
$40–60Mmiddle 146, middle half 144 to 149 (5 shops): You 110 bps
$60–100Mmiddle 153, middle half 152 to 153 (5 shops): You 125 bps
$100M+middle 159, middle half 158 to 163 (5 shops): You 125 bps

What to try

Your bps for the $20–40M range sits in the bottom quarter of your peers. The middle is 140 bps; decide whether to move, or to make the rest of your offer carry the difference.

Expected lift: No estimate yet

The support your peers offer

Recommendation

A dedicated processor80% percent of peers
A scenario desk60% percent of peers
Coaching40% percent of peers
Company leads0% percent of peers

How many of brokers with 11 to 50 LOs (5 shops) show each kind of support, beside yours.

A dedicated processoryou do not show it: 80%
A scenario deskyou do not show it: 60%
Coachingyou do not show it: 40%
Company leadsyou do not show it: 0%

What to try

80% of your peers show a dedicated processor and you do not. If you offer it, add it to your support section; if not, it is the gap LOs will compare.

Expected lift: No estimate yet

How your peers employ and where they work

Information

How many of brokers with 11 to 50 LOs (5 shops) offer each, beside you.

W-2 offeredyou do: 100%
1099 offeredyou do not: 40%
Remote or hybridyou do: 60%

Your team

Each leader's counts for this quarter. Their conversations stay theirs.

Jordan AveryYou
Views
213
Different people
147
Shortlists
42
Conversations
18
Meetings
6
Sam Rivera
Views
136
Different people
94
Shortlists
27
Conversations
12
Meetings
4
Priya ShahPaused
Views
45
Different people
31
Shortlists
9
Conversations
4
Meetings
1

More to try (10)

Your Draw by range
Recommendation
What to try
$60–100M producers open your storefront but rarely shortlist it. Lead with what they ask for most, shown under What LOs in your ranges want.
Expected lift: No estimate yet
The goal your storefront does not answer yet
Recommendation
What to try
If you offer either, add it to your support section; if not, share your turn times in How files move here.
Expected lift: No estimate yet
A big scenario your storefront does not cover
Recommendation
What to try
If you can take "Construction to permanent" with conditions, say so in the scenario matrix. The LOs who star it filter on it.
Expected lift: No estimate yet
What the shops $20–40M producers shortlist most share
Recommendation
What to try
80% of the shops $20–40M producers shortlist most show coaching, against 24% of every shop they visited. Your storefront does not show it. Add it if you offer it.
Expected lift: No estimate yet
What the shops $20–40M producers book meetings with most share
Recommendation
What to try
60% of the shops $20–40M producers book meetings with most show coaching, against 24% of every shop they visited. Your storefront does not show it. Add it if you offer it.
Expected lift: No estimate yet
What $20–40M producers shortlist
Recommendation
What to try
Shops with a dedicated processor are shortlisted 1.5x as often by this range as their share would predict, and your storefront does not show it. Add it if you offer it.
Expected lift: No estimate yet
What they would say no to
Recommendation
What to try
59 LOs in your ranges would say no to a shop that won't let them keep their brand or DBA, and your storefront shows exactly that. If it can change, update your storefront and they can see you again.
Expected lift: No estimate yet
How far they watched your pitch
Recommendation
What to try
Fewer than a quarter of viewers reach the end. Cut the pitch to the first ninety days and the one fact that makes you different; two minutes is enough.
Expected lift: No estimate yet
The support your peers offer
Recommendation
What to try
80% of your peers show a dedicated processor and you do not. If you offer it, add it to your support section; if not, it is the gap LOs will compare.
Expected lift: No estimate yet
Messages in and your replies
Recommendation
What to try
Fewer than one reply for each message. Answer every first message within a day; your inbox marks the conversations waiting on you.
Expected lift: No estimate yet

Why some findings stayed quiet

30 of 32 findings had enough to say this quarter. The others stayed quiet:

Fewer than 5 peers publish percent split for your ranges.
You offer no salary plus bps plan.

How this report is built

Periods are Eastern calendar days. Your numbers are your own: your storefront, your conversations and your meetings. Search appearances count your company, since a search lists a company.

Groups of fewer than five people are shown together as "Fewer than 5 each", so no one person can be picked out.

Your funnel is compared with leaders at brokers with 11 to 50 LOs (10 leaders). Your offer is compared with brokers with 11 to 50 LOs (5 shops). Your own company is never among your peers.

A report never changes once it is generated.