Spreadsheet: 145161d1331326935-excel-2007-countif-and-countifs-on-visible-cells-only-passback-tracker
Sheet: Sheet1

Team Manager | PS Associate | Loan Number | Review Date | Complete (Y/N) | Passback (Y/N) | PS Passback for Incomplete (Y/N or N/A) | PS Passback for Additional (Y/N or N/A) | Was Passback an UW Error? (Y/N or N/A) | Was Passback an ILQA Error? (Y/N or N/A) | Submitted by PS (Y/N) | Submitted by CRM (Y/N) | Reason for Passback | Was PS Coached (Y, N or N/A) Note: If PS was coached please complete the comments category | Total Submissions | Total Passbacks | Total Passbacks Submitted by PS | Total Passbacks Submitted by CRM | Total Passbacks due to UW Error | Total Passbacks due to ILQA Error | Total PS Passback Incomplete | Total PS Passback Additional | Total Completes Submitted by PS | Total Completes Submitted by CRM | PS Passback/PS Submission Ratio | CRM Passback/CRM Submission Ratio | PS Completes/PS Submission Ratio | CRM Completes/CRM Submission Ratio | Total Passback/Submission Ratio | Total Completes/Submission Ratio | PB due to UW Error/PS Submission Ratio | PB due to ILQA Error/PS Submission Ratio | Comments/Coaching Opportunities (If cell is highlighted, comments are required)
[NAME] | [NAME] | 116266806 | 2012-02-27 00:00:00 | Y | N | N/A | N/A |  |  | N | Y |  | N/A
[NAME] | [NAME] | 23522175 | 2012-02-27 00:00:00 | Y | N | N/A | N/A |  |  | Y | N |  | N/A
[NAME] | [NAME] | 23435486 | 2012-02-27 00:00:00 | Y | N | N/A | N/A |  |  | Y | N |  | N/A
[NAME] | [NAME] | 146417789 | 2012-02-28 00:00:00 | N | Y | Y | N/A |  |  | Y | N | Other | Y |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  | UW Error, file was PB but UW fixed and underwrote file
[NAME] | [NAME] | 23690538 | 2012-02-28 00:00:00 | Y | N | N/A | N/A |  |  | Y | N |  | N/A
[NAME] | Clarissa Flores | 22786560 | 2012-02-27 00:00:00 | N | Y | Y | N |  |  | Y | N | Bank Statements | Y |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  | All rental income was not showing.  PS now understands that BS need to be scanned to verify all rental income is showing
[NAME] | Clarissa Flores | 58859450 | 2012-02-28 00:00:00 | N | Y | Y | N |  |  | N | Y | Profit and Loss | N/A
[NAME] | Farris Hodo | 870591634 | 2012-02-27 00:00:00 | Y | N | N/A | N/A |  |  | Y | N |  | N/A
[NAME] | Farris Hodo | 92036016 | 2012-02-29 00:00:00 | N | Y | Y | N |  |  | Y | N | Bank Statements | Y |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  | PS coached.  [NAME] was made, BS missed from the 1003
[NAME] | [NAME] | 152348850 | 2012-02-27 00:00:00 | Y | N | N/A | N/A |  |  | Y | N |  | N/A
[NAME] | [NAME] | 22276875 | 2012-02-29 00:00:00 | Y | N | N/A | N/A |  |  | Y | N |  | N/A
[NAME] | [NAME] | 22809032 | 2012-02-29 00:00:00 | Y | N | N/A | N/A |  |  | N | N |  | N/A
[NAME] | [NAME] | 91766086 | 2012-02-29 00:00:00 | N | Y | Y | N |  |  | Y | N | 4506T | N
[NAME] | [NAME] | 23596886 | 2012-02-28 00:00:00 | N | Y | Y | N |  |  | Y | N | LOE | N
[NAME] | [NAME] | 870931245 | 2012-02-27 00:00:00 | N | Y | Y | N |  |  | Y | N | Other | N |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  | Awards Letter Needed from Annuity on 1040
[NAME] | Nadine Carmody | 22116400 | 2012-02-27 00:00:00 | N | Y | N | Y |  |  | N | Y | Other | N |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  | Hire Date Missing
[NAME] | [NAME] | 116330614 | 2012-02-27 00:00:00 | Y | N | N/A | N/A |  |  | Y | N |  | N/A
[NAME] | [NAME] | 73931078 | 2012-02-28 00:00:00 | Y | N | N/A | N/A |  |  | N | Y |  | N/A
[NAME] | Nadine Carmody | 872320988 | 2012-02-28 00:00:00 | Y | N | N/A | N/A |  |  | Y | N |  | N/A
[NAME] | [NAME] | 163309681 | 2012-02-27 00:00:00 | Y | N | N/A | N/A |  |  | N | Y |  | N/A
[NAME] | [NAME] | 872323257 | 2012-02-29 00:00:00 | Y | N | N/A | N/A |  |  | Y | N |  | N/A
[NAME] | [NAME] | 23736728 | 2012-02-28 00:00:00 | Y | N | N/A | N/A |  |  | Y | N |  | N/A
[NAME] | [NAME] | 23770207 | 2012-02-29 00:00:00 | Y | N | N/A | N/A |  |  | Y | N |  | N/A
[NAME] | Rena Dent | 23137743 | 2012-02-28 00:00:00 | Y | N | N/A | N/A |  |  | Y | N |  | N/A
[NAME] | [NAME] | 105218210 | 2012-02-27 00:00:00 | Y | N | N/A | N/A |  |  | Y | N |  | N/A
[NAME] | [NAME] | 112811182 | 2012-02-28 00:00:00 | Y | N | N/A | N/A |  |  | Y | N |  | N/A
[NAME] | [NAME] | 123428271 | 2012-02-29 00:00:00 | N | Y | Y | N |  |  | Y | N | Profit and Loss | Y |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  | UW made PS separate out P&L that were in file.  There was a consolidated P&L for both businesses in the stack
[NAME] | [NAME] | 23770981 | 2012-02-28 00:00:00 | N | Y | Y | N |  |  | N | Y | Bank Statements | N/A
[NAME] | [NAME] | 23134700 | 2012-02-27 00:00:00 | N | Y | Y | N |  |  | Y | N | Profit and Loss | N
[NAME] | [NAME] | 142919813 | 2012-02-28 00:00:00 | Y | N | N/A | N/A |  |  | Y | N |  | N/A
[NAME] | [NAME] | 150027945 | 2012-02-27 00:00:00 | Y | N | N/A | N/A |  |  | N | Y |  | N/A
[NAME] | [NAME] | 22179657 | 2012-02-27 00:00:00 | N | Y | Y | N |  |  | Y | N | 4506T | N
[NAME] | [NAME] | 156421730 | 2012-02-29 00:00:00 | N | Y | Y | N |  |  | N | Y | Profit and Loss | N
[NAME] | [NAME] | 162139220 | 2012-02-27 00:00:00 | N | Y | Y | N |  |  | Y | N | Profit and Loss | N
[NAME] | [NAME] | 22182226 | 2012-02-28 00:00:00 | Y | N | N/A | N/A |  |  | N | Y |  | N/A
[NAME] | Regina Shvarts | 102117438 | 2012-02-27 00:00:00 | N | Y | Y | N |  |  | Y | N | Other | N
[NAME] | [NAME] | 158876320 | 2012-02-27 00:00:00 | Y | N | N/A | N/A |  |  | Y | N |  | N/A
[NAME] | [NAME] | 191712103 | 2012-02-27 00:00:00 | N | Y | Y | N |  |  | Y | N | Bank Statements | N
[NAME] | [NAME] | 114127916 | 2012-02-28 00:00:00 | Y | N | N/A | N/A |  |  | Y | N |  | N/A
[NAME] | Claudia Dongo | 166911080 | 2012-02-27 00:00:00 | Y | N | N/A | N/A |  |  | N | Y |  | N/A
[NAME] | Teresa Joves-Eduarte | 176221007 | 2012-02-28 00:00:00 | N | Y | Y | Y |  |  | Y | N | Taxes | N |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  | K-1 needed - will address during side by side
[NAME] | [NAME] | 131065501 | 2012-02-29 00:00:00 | Y | N | N | N |  |  | Y | N |  | N
[NAME] | [NAME] | 93617470 | 2012-02-29 00:00:00 | N | Y | N | N |  |  | N | Y
[NAME] | Guadalupe Cervantes | 23417296 | 2012-02-27 00:00:00 | Y | N | N | N |  |  | Y | N
[NAME] | Guadalupe Cervantes | 74219090 | 2012-02-27 00:00:00 | Y | N | N | N |  |  | Y | N
[NAME] | [NAME] | 176571317 | 2012-02-27 00:00:00 | Y | N | N | N |  |  | Y | N
[NAME] | [NAME] | 23759885 | 2012-02-27 00:00:00 | N | Y | Y | Y |  |  | Y | N | Taxes | N |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  |  | Taxes needed (2009 and 2010) - will address during side by side
[NAME] | Darly Meyer | 135440446 | 2012-02-28 00:00:00 | Y | N | N | N |  |  | Y | N
[NAME] | [NAME] | 74400777 | 2012-02-29 00:00:00 | Y | N | N/A | N/A |  |  | N | Y |  | N/A
[NAME] | [NAME] | 140894606 | 2012-02-29 00:00:00 | Y | N | N/A | N/A |  |  | N | Y |  | N/A
[NAME] | [NAME] | 121262556 | 2012-02-27 00:00:00 | N | Y | Y | N |  |  | N | Y | Paystubs | N/A
[NAME] | [NAME] | 42215518 | 2012-02-28 00:00:00 | Y | N | N/A | N/A |  |  | Y | N |  | N/A
[NAME] | [NAME] | 102387126 | 2012-02-29 00:00:00 | Y | N | N/A | N/A |  |  | N | Y |  | N/A
[NAME] | [NAME] | 131928809 | 2012-02-27 00:00:00 | Y | N | N/A | N/A |  |  | Y | N |  | N/A
[NAME] | [NAME] | 23630971 | 2012-02-28 00:00:00 | Y | N | N/A | N/A |  |  | Y | N |  | N/A
[NAME] | [NAME] | 73653595 | 2012-02-27 00:00:00 | Y | N | N/A | N/A |  |  | Y | N |  | N/A
[NAME] | [NAME] | 23691012 | 2012-02-28 00:00:00 | Y | N | N/A | N/A |  |  | Y | N |  | N/A
[NAME] | [NAME] | 23581237 | 2012-02-27 00:00:00 | N | Y | Y | N |  |  | N | Y | Paystubs | N/A