Historical Loan Archive


LoanPro keeps a log of some specific account information every day that the account exists, including custom fields that you have elected to include. This information can be found in the Historical Archive. To get to the historical archive inside of any account, first go to the page for that loan. In the navigation pane onthe left, click Reports > Historical Archive.

At the top of this report, you can see there is a field where you can enter a date range.  Use this date range to filter the results of this report.  There is also a drop-down to the right of the date range field, where you can select a predefined date range. The available options are: Today, Last 7 Days, Last 30 Days, Last 60 Days, Last 90 Days, Last 180 Days, This Month, Last Month, Year to Date, This Year, Custom Range.

The historical archive shows stoplight color, principal balance, loan age (in days), amount past due, amount 30 days or more past due, number of days past due, loan status and sub status, credit status, payoff amount, per diem interest accrued, charge-off amount, date the account was last current, and the last day there was human activity on the account.

You can export this data using the  drop-down menu. You may also view Historical Loan Archive information for your whole company via the Historical Loan Archive Report in the Reports section of LoanPro.

The information captured by the historical loan archive includes:

  • Date – This is the date the values were recorded. There will be a single record line for every day the account is a live account in LoanPro Software. There will not be a record for days if the loan is not setup, modification not completed, or the account is archived. If the account is updated multiple times per day this record will reflect the most recent changes. All dates and values are adjusted for the timezone selected in the company settings.
  • Stoplight – This is the stoplight color recorded on the date.
  • Principal – This is the principal balance recoreded on the date. This value is date sensitive and will only consider transactions on or prior to this date.
  • Aging – This is the difference (in days) between the record date and the account contract date.
  • PD – This is the amount past due.
  • PD 30+ – The is the amount that is more than 30 days past due.
  • DPD – This is the number of the account is past due.
  • Status – This is the account status.
  • Sub-status – This is the account sub-status.
  • Credit Status – This is the account credit status.
  • Delinquency Buckets – This is how many payments a loan is past due.
  • Payoff – This is the payoff amount on the date and, like the principal balance, is date sensitive.
  • Per Diem – The amount of interest that was scheduled to accrue on the date.
  • Charge-off  – A portion of a loan principal balance or earned but uncollected fees, interest, or escrow, designated as uncollectible. For accounting purposes.
  • Last Current – The most recent date on which the account had a balance of $0.00.
  • Activity – The last date  human activity occurred on the account.
  • Recency – This is the difference between the record date and the last date a payment or credit applied on the account.


Additional Columns available in the Exported file


  • Due Interest – This is the amount of interest that is due on the date.
  • Due Principal – This is the amount of principal that is due on the date.
  • Due Discount – This is the amount of discount that is due on the date.
  • Due Escrow – This is the amount of escrow that is due on the date.
  • Due Escrow BreakDown – The breakdown of due amounts by escrow account (bucket).
  • Due Fees – This is the total amount in fees that is due on the date.
  • Due P&I – In a mortgage payment, this is the amount of monthly principal and interest that is due on the date.
  • Payoff Fees – This is the total of outstanding payoff fees on the date.
  • Delinquency Buckets – This is how many payments a loan is past due.
  • Delinquency Bucket Balance – This is the full array of the delinquency bucket.
  • Next Payment Date – The next date on which a payment will come due.
  • Next Payment Amount – The amount of the payment on the Next Payment Date.
  • Last Payment Date  – The most recent date on which a payment or credit was made.
  • Last Payment Amount – The amount of the payment or credit from the Last Payment Date.
  • Date Last Current 30 – The most recent date on which the account was less than 30 days past due.
  • Interest Accrued Today – The amount of interest that has accrued today.
  • Available Credit – The difference between the credit limit and amount borrowed.
  • Credit Limit – The maximum amount that can be borrowed.
  • Period Start – The beginning of the payment period.
  • Period End – The end of the payment period.
  • Remaining Escrow – The amount of escrow that remains after the payment period.
  • Escrow Balance Breakdown – The balance of the various escrow buckets.
  • Discount Remaining – The discount that remains on the account.
  • Date of First Delinquency – The first day in which a payment became late or overdue.
  • Unique Delinquencies – Number of instances in which an account has become current after being delinquent.
  • Delinquency Percentage – The percentage of time the account has been delinquent over 30 days.
  • Delinquent Days – Total of the number of days the account was delinquent, due to a late or overdue payment.
  • Archived Custom Fields – Custom fields that have been archived.
  • Portfolio Array – Portfolios that contain the loan.
  • Sub-Portfolio Array – Sub-Portfolios that contain the loan.
  • Source Company – The source company assigned to the loan.

Compare Days

Instead of looking at data gathered each day, you may want to see the change in data between two specific days. In order to do this, use the compare days view by selecting it from the drop-down in the top right-hand side of the screen. When you select a date range, you will now see how data changed from the beginning date to the end date.

For example, if the principal balance has decreased by $200 over the date range, the “Principal” column will display -$200. If a column displays N/C, this means that no change has occurred in that specific field over the selected date range.

Note: If the loan had not been entered in the system for a specific beginning or end date, regardless of the contract date, no results will be shown in the report because no information has been captured for one or both of the selected dates.

Flags History

As its name suggests, the flags history shows the flags for which the loan qualified each day.

Restriction Group History

The restriction group history shows which restriction group areas the loan fell into each day.

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