Loan Reports

Delinquency Buckets

General. Delinquency buckets show how many payments a loan is past due, each delinquency bucket represents a missed payment on an account. Overview. To see the delinquency buckets on an account, open…

Updated 6 days ago by Sloan

Delinquency Report – Loan

General. The delinquency report inside a loan is designed to give you a comprehensive view of that loan’s delinquency. In the left column, you get the following information: Amount Due – This is the…

Updated 1 week ago by Sloan

Past Due Table

General. The past due table gives a more in-depth look at the amount past due. It breaks the amount down by dates when amounts came due, so you can see a breakdown of when payments came due by date a…

Updated 1 week ago by Sloan

Historical Loan Archive

General. 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 His…

Updated 2 weeks ago by Sloan

Reverse Calculated Archive

General. The reverse calculated archive gives daily loan data for a date range you can specify. This report is similar to the Historical Archive except where the Historical Archive shows daily loan d…

Updated 2 weeks ago by Sloan

Accrued Interest Report - Loan

General. An accrued interest report is designed to show how much interest accrued each day, on an account, over a specified date range. How To. Navigate to the accrued interest report, inside a loan,…

Updated 2 weeks ago by Cole

Delinquency History Table

General. The Delinquency History Table shows a history of all delinquencies on an account. This makes it possible to see the number of unique delinquencies for a loan and the date of first delinquenc…

Updated 4 weeks ago by Darrin Wray

Admin Stats Report - Loan

General. The admin stats report is designed to give you general information about the performance of a single account. The report is located in Reports > Admin Stats inside any loan account. Availabl…

Updated 1 month ago by Sloan

Transactions Report

General. The transactions report shows a live Amortization Schedule for a loan. This report will show the remaining balance on the loan, payments made and their breakdown , charges incurred , credits…

Updated 2 months ago by Cole

Calculated Reports

General. There are four calculated reports available for each loan: Past Due Table , Reverse Calculated Archive , Accrued Interest , and Delinquency History Table. These reports all show calculated d…

Updated 7 months ago by Cole