INSIGHT Ideas
I was hoping we could add a field in the Live sourcing part of INSIGHTS export data to include a product name to emulate the export excel that an adviser will do when completing a source. By having the product name in Live Sourcing, it will help lenders understand the type of products that are being offered in more detail.
I've attached 2 files, Cloud Twenty 7 which is the export file from source, and Top products by Initial rate which is the export file from Live Sourcing within INSIGHT so you can see the difference.
Good Afternoon,
The Live Sourcing report will output certain fields, like Initial Rate and Rate Type, by Default.
In the event you want further information, a "Configure Export Columns" function is provided. This gives you control as to what information is contained within the table.
As you can see in my screenshot, the product name information is displayed. This is because I added the "Product" column.
I have attached the INSIGHT user guide that describes this in a bit more detail (see page 23).
Thank you for getting in touch.