New Accounts Report
Unlike the funding report, this report is designed to show all accounts created in a specific date range.
To run a new accounts report, navigate to Reports > Transactions History > New Accounts inside of your LoanPro account.
First you will specify the date ranges over which you want to see the new loans. There are two dates periods that can be specified, Contract Date and Create Date. The Contract Date Period search will look at loans by their contract dates, not the dates you entered them into the system.
The Create Date Period search will look at loans by the date they were entered into the system, not the contract date of the loan.
To enter a date range, either select a predefined range from the drop-down, or click in the date range field and select a date range from the advanced date picker. The drop-down includes the following options: Today, This week, 30 days, Month to date, Yesterday, Last week, Last month, Last year, Custom, and Other.
Most of these options are self-explanatory, but custom and other need a little more explanation. Other is simply the option that is selected when a date range is chosen using the advanced date picker.
Custom lets you approach the date range in another way. Instead of choosing start and end dates for your range, you will enter the start and end dates as a number of days ago.
Next, you can filter the results by original loan or modification using the Account Modification drop-down. Finally you can filter your results using the advanced option search. Once you’ve entered your search information, click to run the search.
The top section of the results shows a numbers breakdown for all the resulting accounts including a total and an average. The lower section of the report is a listing of the actual accounts.