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Reports

Notes History Report

General. The notes history report was designed to help you view all the notes logged in your company accounts in a single location. How To. In order to run a notes history report, navigate to Reports…

Updated 2 weeks ago by Cole

Reports Search Date Ranges

General. You can use a date range to narrow down the results of many of the reports in LoanPro. These date ranges all work in a similar way. How To. Date range searches inside LoanPro reports consist…

Updated 1 month ago by Cole

Forecasted Payments Report

General. To open the Forecasted Payments report navigate to Reports > Forecast > Forecasted Payments. The Forecasted Payments report is designed to show forecast payments. Forecast payments will only…

Updated 2 months ago by Sloan

Scheduled Payments Report

General. To open the Scheduled Payments report navigate to Reports > Forecast > Scheduled Payments. The scheduled payments report is designed to show information about scheduled payments on loans wit…

Updated 2 months ago by Sloan

Delinquency Report

General. The delinquency report was specifically designed to show you which of your customers owe you money. Any account with a past-due balance can show up on this report depending on your search se…

Updated 2 months ago by Sloan

Run Insurance Report

General. The insurance report is a useful tool for company-wide insurance audits. This report lets you search for accounts with expired insurance and/or no insurance so that you can check on insuranc…

Updated 2 months ago by Sloan

Credits Report

General. This report is designed to show you all of the credits your company has given in one place.. How To. To run a credits report, navigate to Reports > Transactions History > Credits inside your…

Updated 3 months ago by Sloan

Advancements Report

General. This report is designed to show you all of the advancements your company has given in one place. How To. To run an advancements report, navigate to Reports > Transactions History > Advanceme…

Updated 3 months ago by Sloan

Generated Reports

General. LoanPro lets you generate and export reports either manually or automatically on a set frequency. These generated reports are consolidated in the generated reports section of the area in whi…

Updated 3 months ago by Sloan

Run Promises Report

General. The Promises Report lets you see promises over a date range. This is useful when servicing your loans because it gives an idea which customers you should follow up with. How to. To pull a Pr…

Updated 4 months ago by Sloan

Special Report

General. The special report makes it possible to create an exportable report similar to the custom query. The difference is that with the special report, you can specify your own delimiter or you can…

Updated 8 months ago by Sloan

Run a Custom Query Report

General. The custom query was designed to let you export values from LoanPro. The custom query lets you export present static values and calculated numbers. This report does not let you export histor…

Updated 8 months ago by Sloan

System Notes Report

General. The System Notes report lets you search through all the system notes on all the accounts in your company. How To. To run a System Notes report, navigate to Reports > History > System Notes i…

Updated 8 months ago by Sloan

Reverse Calculated Loan Archive Report

General. This report is similar the the reverse calculated archive report inside a loan except that it shows the same information each day for groups of loans inside your company account. Since you c…

Updated 9 months ago by Sloan

Reversed Payments Report

General. The reversed payments report shows only reversed payments. How To. To run a reversed payments report, navigate to Reports > History > Reversed Payments inside your company account. To run th…

Updated 9 months ago by Sloan

Loan Alerts Report

General. The Loan Alerts report is a fairly simple report that’s designed to help you search accounts and easily view their loan alerts. How To. To run a Loan Alerts report, navigate to Reports > His…

Updated 9 months ago by Cole

Historical Loan Archive Report

General. The Historical Loan Archive report pulls data from the Historical Archive of each customer account. This data is a “snapshot” of the condition of the account on that day in history. This mea…

Updated 9 months ago by Sloan

Run Action and Results Report

General. The Actions & Results Report is designed to give you a list of all actions and results that have been logged within your company in one place. This is useful, because it allows you to quickl…

Updated 9 months ago by Sloan

Funding Report

General. The funding report is designed to show you loans that you’ve funded over a period of time. This does not simply show new accounts, but shows loans that were funded using the funding tool. Ho…

Updated 9 months ago by Sloan

Run Payment Breakdown Report

General. The Payment Breakdown report is the most informative payments report. This report gives a breakdown of payments that have been made on customer accounts within your company over a date range…

Updated 9 months ago by Sloan

Escrow Transaction Report

General. The Escrow Transaction report lets you see all escrow transactions in your company over a date range. How to. To pull a Escrow Transaction report, first, navigate to Reports > Transaction Hi…

Updated 9 months ago by Sloan

Escrow Estimated Disbursements Report

General. The Escrow Estimated Disbursement report lets you see estimated escrow disbursements over a date range. How to. To pull an Escrow Estimated Disbursement report, first, navigate to Reports >…

Updated 9 months ago by Sloan

Due Date Changes Report

General. The due date changes report gives you a way to look up due dates that have been changed on all your customer accounts. How to. To run a due date changes report navigate to Reports > Transact…

Updated 9 months ago by Sloan

Run TCN Campaigns

General. TCN is a service that lets you send out groups of phone calls (campaigns) to your customers. If you have completed the TCN integration you are ready to start sending out campaigns. How To. T…

Updated 9 months ago by Sloan

Suspend/Resume Interest Reports

General. The Suspend/Resume Interest report gives you information on suspend or resume interest orders placed on accounts throughout your company. How to. To run an suspend/resume interest report nav…

Updated 9 months ago by Sloan

Calculated Interest Accrual Report

General. The calculated interest accrual report is designed to show you how much interest has accrued over a specified date range. This report works similarly to the accrued interest report on an ind…

Updated 9 months ago by Cole

Amount Past Due (APD) Adjustments Report

General. The Amount Past Due (APD) adjustments report will show you amount past due adjustments across all accounts within your company. How To. To run an APD adjustments report, navigate to Reports…

Updated 9 months ago by Cole

Static Pool Report

General. The Static Pool Report lets you view performance for groups of loans with similar characteristics that were originated at about the same time. How To. To run a static pool report, navigate t…

Updated 9 months ago by Sloan

SMS History Report

General. The SMS History report lets you see a history of SMS messages sent to all your customers. If you want to see the text message thread for a single customer, check out Communication History in…

Updated 9 months ago by Sloan

Charges Report

General. The charges report is designed to show you charges that have been assessed on your customer accounts over a specified time frame. This report doesn’t show you how much has been paid in charg…

Updated 9 months ago by Cole

Charge Off History Report

General. The charge-off history report will show you all the charge-off transactions across all your accounts. How To. To run a charge-off history report, navigate to Reports > Transactions History >…

Updated 9 months ago by Cole

Days Past Due (DPD) Adjustments Report

General. This report will show you days past due adjustments across all accounts within your company. How To. To run an DPD adjustments report, navigate to Reports > Transactions History > DPD Adjust…

Updated 9 months ago by Sloan

New Accounts Report

General. Unlike the funding report, this report is designed to show all accounts created in a specific date range. How To. To run a new accounts report, navigate to Reports > Transactions History > N…

Updated 10 months ago by Cole

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