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How to use the MSR to Share Deal Progress

The MSR (Marketing Status Report) is a customizable summary of your deal’s progress, perfect for updating borrowers, team members, or internal stakeholders.

 

Private by default. MSRs are only shared when you choose to send them. Your data stays within your team.

How to Generate an MSR

  1. Open your deal.
  2. Click the Reports tab.
  3. Choose Generate MSR.

You’ll get a downloadable PDF or link that summarizes lender outreach, responses, quotes, and notes.

What’s Included

  • Lender contact info
  • Message and follow-up status
  • Quotes pulled from Lev’s Deal Matrix
  • Any commentary or custom notes

FAQ

Q: Can I hide certain lenders from the report?
Yes, you can select which lenders to include before generating it.

Q: Will the MSR update automatically?
No, you’ll need to re-generate it if new information comes in.