Firm Statistics Report

The Firm Statistics Report returns the following data for your firm:

• # and $ of residential mortgages
• # and $ of commercial mortgages
• # and $ of construction mortgages
• # and $ of reverse mortgages
• # and $ of conventional mortgages
• # and $ of high ratio mortgages
• # and $ of insured and not insured mortgages
• # and $ of subprime mortgages
• # and $ of mortgages flagged as “HELOC”
• # and $ of first mortgages
• # and $ of second mortgages
• # and $ of third mortgages
• # and $ of first time home buyer mortgages
• # and $ of mortgages in each province
• # and $ of New client vs Repeated clients
• # of users with user type broker

• # of users with user type agent

• # of users with user type assistant

• # of users with user type administrator

• # of users with user type associate

• # of users with user type regional manager

• # and $ of all deals by mortgage purpose
• # of users who were disabled
  

The Firm Statistics Report can also be easily set up in Expert to generate the data required for the FSCO Annual Information Return (AIR).

Creating Custom Firm Statistics Report

Creating Firm Statistics Report for the AIR

Creating Custom Firm Statistics Report

To create a custom Firm Statistics Report, complete the following steps:

1. Click the Reports tab to open the Reports screen.
    

2. Click the Firm Statistics Report link. The Firm Statistics Report screen appears.
   
   
    

3. Enter your filter criteria in the available fields. Note that Level indicates the level (Agent, Group, Region, or Firm) to run the report from. Depending on your user rights, not all levels may be available. The drop-down beside level displays options based on what is selected for Level. For example, if Region is selected in Level, the adjacent drop-down displays a list of Regions you have access to.
   
   

4. From the Application Status drop-down, select the status(es) of the applications to be returned (e.g., Paid, Complete). More than one status can be selected by holding down the shift key while clicking a status.
   
   

5. From the Format drop-down select if the report is to be generated as a PDF file or a CSV file (for opening in Excel).
     

6. Click the Run Report button. The report opens in a separate window, from which you can print or save.
   
   

Creating Firm Statistics Report for the AIR

To set up the Firm Statistics Report to generate data required for the AIR, complete the following steps:

1. Click the Reports tab to open the Reports screen.
    

2. Click the Firm Statistics Report link. The Firm Statistics Report screen appears.
   
   

3. Select the Filter for Annual Information Return (AIR) report check box. The screen refreshes with the following filter criteria selected:
   
   Level: Firm
   Application Status: Paid + Complete (or equivalent statuses set up for your firm)
   Date Type: Submission
   From: Jan 1, Previous Year
   To: Dec 31, Previous Year
   
   

4. Click the Run Report button. The report opens in a separate window, from which you can print or save.