Reading Marketing and POS Performance
Compare campaign performance and measure account-to-application activity from company and loan-officer POS links.
Verified August 13, 2026 · FastIQ staging Marketing Performance and POS Activity v1.10.2; period, export, comparison, attribution, and empty states inspected
Marketing Performance summarizes active campaigns, enrolled leads, email and SMS sends, and recorded conversion for the selected week, month, quarter, or year.
- Use All Campaigns, Winners & Dying, By Campaign, By Engine, By Channel, or By Loan Officer to change the comparison lens.
- Search narrows campaigns; Export uses the active period and access scope.
- POS Activity separately tracks accounts created and applications started through the company POS and individual loan-officer links.
- Use its date presets, Refresh, Activity by Source table, and Export CSV to review link attribution.