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CONTRACT HUNTERYOUR NEXT MOVE. IN SIGHT.

REPORTING THAT FITS THE OFFICER

Your sources. Your monthly target.

Contract Hunter lets each loan officer maintain up to ten active lead sources and set their own monthly lead goals. This supports different business systems inside separate workspaces while preserving readable source labels and historical reporting.
Current product information · Reviewed October 23, 2026

Different officers can use different plans

One officer may use CORE source categories while another uses Compass Sales Coaching categories such as Inner Circle of 12, Circle of 72, Internet referral, Past client referral, Past client, Current client referral, Builder, Advertising, and Personal friend.

Goals belong to the workspace

Monthly goals are not forced across every officer. The selected officer’s goals drive that workspace’s scorecard and progress view.

Historical labels remain understandable

Archiving a source removes it from new-entry choices without erasing its label from older leads and reporting.

Lead-first conversion reporting

Conversion reporting compares leads received with the selected later milestone, such as lead to application, lead to documents, lead to pre-approved, or lead to under contract / locked. The denominator remains leads rather than changing stage by stage.

DIRECT ANSWERS

Questions people ask.

How many lead sources can an officer use?

A loan officer can maintain up to ten active source types.

Does every loan officer have the same goal?

No. Monthly goals are specific to the officer’s workspace.

What happens to an old source?

It can be archived for new entries while remaining readable on historical leads and reports.

KEEP EXPLORING

This page describes current Contract Hunter product behavior. It is not mortgage, legal, tax, privacy, security, or compliance advice. Features and membership availability may change.