Loan Summaries By Group
LoanPro’s Loan Manager shows summary data for the loans in your search. Sometimes it’s useful to have summary data by portfolio, source company, or Status/Sub-Status. These grouping options are designed to make tracking loans in specific groups possible. This article will cover viewing and exporting summary data for these groups from the Loan Manager.
To generate summary data for a loan portfolio, source company, or Status/Sub-Status, navigate to Loans > Loan Manager inside your company account. If you only want summary data for specific loans inside of each portfolio or source company, search for the loans for which you want to view data. Once you have your search results, select PORTFOLIOS, SOURCE COMPANIES, or LOAN STATUS from the Loan Manager header.
You can choose to download the summary data either as a CSV or a PDF.