- Log in to the Provider Portal
- Navigate to the Reports tab
- Select the report titled Credit Mix
- Enter the date range you wish to view
- To export the report, simply click download to view it in Excel
Glossary
| Credit Grade | The credit grade used in originating the loan. |
| Submissions | The total number of applicants who have completed the underwriting step in the application flow. |
| Activations | The total number of payment plans where an offer has been selected and the patient has completed the checkout . |
| Take Rate | The Take rate measures the attractiveness of the offers presented to the applicant. Of the offers presented, how many applicants selected an offer and completed checkout. A payment plan is now active. |
| Average Financed | The average amount financed in your practice. |
| Total Financed | The total amount your practice has financed overall. |
For assistance with stages in the conversion funnel, see the article Conversion Funnel Explainer