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Analytics

This section covers how to pull information from your account and access reports.
Generate Reports & Use Calculators
This guide provides step-by-step instructions on how to generate reports and use calculators within Scarlett. It covers various reports including appl...
Generate a Trade Record
This guide provides step-by-step instructions on how to generate a trade record. By following these steps, users will be able to easily navigate to th...
Export CRM Data
This guide provides step-by-step instructions on how to export mortgage leads from Scarlett Mortgage to Excel. By following these instructions, users ...
Export Deal Data
This guide provides step-by-step instructions on how to export data using the export tool. By following these steps, users can easily export data with...
Inside a DealCRMAutomation
AnalyticsScarlett Pay