The Producer Quota Search displays individual producers monthly position and summary of the credits transferred in and out by month.
To open the Producer Quota Search page from the Dashboard:
•Click the Quota arrow on the menu bar, and then select Producer Quota.
The Producer Quota Search page provides:
•View list of producers monthly position including producer name, saleable quota, new entrant quota, lease quota, daily quota, and transfer of credit
•Ability to search by start and end date
•Ability to filter and sort column details in ascending or descending order
•Ability to export credit/quota transactions details to Excel or PDF formats