Private by default
MSRs are only shared when you choose to send them. Your data stays within your team.
How to Generate an MSR
- Open your deal.
- Click the Reports tab.
- Choose Generate MSR.
You'll get a downloadable PDF or link that summarizes lender outreach, responses, quotes, and notes.
What's Included
- Lender contact info
- Message and follow-up status
- Quotes pulled from Lev's Deal Matrix
- Any commentary or custom notes