Top Lenders
Matters by Fee Earner
Mortgage Offer Status
Instructions by Month
Matters
Revenue by Lender
Estimated fee value, top 10
Pipeline by Stage
Where matters currently sit
Fee Earner Productivity
Workload, progress and revenue per fee earner
| Fee Earner | Matters | Active | Completed | Avg Progress | Est. Fees |
|---|
Completions by Month
Matters completed each month
Transaction Type Mix
Product characteristics across the book
Needs Attention
Matters stuck on a stage that needs chasing (e.g. no client response, offer in wrong office)
| Matter | Stuck On | Fee Earner | Days Open |
|---|
Oldest Open Matters
Longest-running incomplete matters by time since instruction
| Matter | Instructed | Progress | Days Open |
|---|
Registration Status
File Closure Status
Matter Type
Property Tenure
Top Lenders
Lender Portal Type
Missing Registration Docs
All outstanding items, by document type
Chasing — Responsible Party
Who outstanding docs are being chased with
Top Fee Earners
By matter volume (568 total)
Notice / CoC Progress
Completions by Month
Protocol-Search Expiry (upcoming)
Matters whose PS expiry falls in each month — earlier months are already expired