Download your MSR to see a snapshot of your deal progress. This report includes AI-generated summaries and placement notes, the quote matrix, and a breakdown of all lenders by status.

By default, the Marketing Status Report will automatically be generated weekly after your deal is launched and will be shared via email. You can manage your notification preference in your deal settings page.

To get a copy of your report, simply log in to your deal page, navigate over to the ‘Lenders’ tab, and click ‘Generate New Report’. Your report will be ready to review in minutes!