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Transaction History Reports

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 1 month ago by Sloan

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 1 month 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 1 month ago by Cole

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 1 month ago by Cole

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 1 month ago by Sloan

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 1 month 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 1 month 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 1 month 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 1 month 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 1 month 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 > Tra…

Updated 1 month ago by Cole

New Accounts Report

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

Updated 1 month ago by Cole

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 1 month ago by Cole

Reversed Payments Report

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

Updated 1 month 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 1 month 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 1 month 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 1 month 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 1 month ago by Sloan

Suspend/Resume Interest Reports

General. In LoanPro, you can suspend interest on a loan, either in the UI or through the API. The Suspend/Resume Interest report gives you information on suspend or resume interest orders placed on a…

Updated 1 month 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 > Transaction History > Sy…

Updated 1 month ago by Sloan

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