Funding Vouchers

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NorthPort Funding — Funding Vouchers

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Key Metrics All

US Loan Volume By State
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$0 – max
Minnesota Loan Volume By County
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$0 – max
Target Vs Closed Vs Projected 2026
TARGET VOLUME LOAN VOLUME (Closed) PROJECTED VOLUME (To Close)
Purchase Vs Refinance
No purchase/refinance data
Loan Volume By Investor Projected
No projected investor data
Loan Volume By Investor Closed
No investor data

Monthly Breakdown click a month to filter

Funded Loan Dashboard

Closed loans only. Target Volume is admin-editable (Edit Targets). Annual Total = Jan–Dec summed for volume/count; Highest Loan Amount = max of monthly highs; Average BPS = loan-weighted year average.

Projections Loan Dashboard

Projected = LO Commission blank on month sheets. Estimated LO Comp uses projected_lo_income when present. Company Total and Projected NPF Income (Data column AA) are admins only; NPF income shows under Company Total only.

Marketing Dashboard 2026

Credit Report & Marketing Fee Recoup 2026

LO Leaderboard

Recent Loans

YTD Averages

Loan Type

Referrals By Contact

Company Stats Pay Period

No pay-period Company Stats synced yet. Admins can run Sync Payroll on the Payroll tab to pull Company_Stats workbooks from SharePoint.
Sourced from SharePoint Payroll Reports Company_Stats workbooks.
FRB · First Resource Bank

FRB Key Metrics 2026

Payout uses PRE / FRB BPS when present; otherwise estimated at 50 bps of loan amount.

By Referral Contact

By Loan Officer

Closed FRB Loans 0

Projected FRB Loans 0

Estimated payouts shown with * when PRE / FRB BPS was blank.
PRE · Pemberton Real Estate

PRE Key Metrics Jul 2026+

Payout uses PRE / FRB BPS when present; otherwise estimated at 25 bps of loan amount. Program started July 2026.
Closed Vs Projected Volume 2026
LOAN VOLUME (Closed) PROJECTED VOLUME (To Close)
Volume By Loan Officer & Referral Contact
By Loan Officer
By Referral Contact
LOAN VOLUME (Closed) PROJECTED VOLUME (To Close)

By Referral Contact

By Loan Officer

Closed Pemberton Loans 0

Projected Pemberton Loans 0

Estimated payouts shown with * when PRE / FRB BPS was blank.
Payroll

Payroll

No payroll periods synced yet. Admins can run Sync Payroll to pull NPFLeadership → Payroll Reports - Originator.

Post Roll Admin 2026

Monthly Post Roll

User Permissions Admin

Control who can open each tab, whether they see company-wide loans or their own book, and optional visibility groups (e.g. Brad Nolan ↔ LaDia Dodd). Changes save to D1 and apply on the user's next request.
Nolan ↔ Dodd: set both users' Visibility Group to nolan-dodd (seeded by default). They keep own-book mode off company-wide, but each sees the other's loan_officer names. Marketing lumping (Brad Nolan/ LaDia Dodd) is separate.
Emily / LOA: role = LOA, LO Book = Benjamin Levesque, enable Loan Dashboard + Payroll.
Loan Dashboard: enabled for everyone by default; non-admins see only their LO book / LOA book / visibility group / team alias unless Company-Wide Loans is checked.
LO & LOA: choose role LO & LOA for someone who both originates and assists. Defaults: Loan Dashboard + Payroll; LO Book = their own name (override if they assist another book).

Team Aliases Share → Split

Map an Excel/payroll team LO name (e.g. Schmit/ Stenger Team) to member names (Michael Schmit + Jake Stenger). While the alias is active, both members see loans and matching payroll under the team name and their individual names — same enrichment path as Visibility Group.
To split later (no redeploy): remove the alias (or unlink one person), then set each user's LO Book to their individual name. Once Excel uses separate LO names, visibility follows those books. Complementary to Nolan/Dodd Visibility Group (peer LO names vs shared Excel label).