LoanPro's reporting suite offers an array or easy-to-use reports that can fit virtually any of your reporting needs. In this article we'll introduce off-the-shelf reports, custom reports, and credit reporting. For more in-depth information and a list of specific reports, visit our Report types article. 

Off-the-shelf reports

This section includes reports that are ready to use as soon as you begin using LoanPro. This includes things like our Static Pool, Calculated Interest Accrual, Source Tracking, Daily Snapshot and many more. These reports are split into two categories: account-level reports and tenant-level reports. Each sections contains pre-built reports that will either provide information on specific accounts, or your portfolio as a whole. Additionally, there are different reports available for line of credit accounts. A list of each available report can be found in the Report types article. 

Custom reports

If you need a combination of information that is not included in one of our pre-built reports, you can use Custom Reporting to create unique reports for your needs. Custom reporting is part of our tenant-level reports and it allows you to select specific data points and accounts that you'd like to include in your report. Instructions for using this feature can be found in our Custom reporting article. 

Credit reporting

LoanPro offers many tools to streamline credit reporting. To export your credit reports, you can use enhanced CSV, Metro 2 txt file, or a Bloom Credit integration. When using the CSV tool, we recommend using a software like Credit Manager 5 to format your data and ensure accuracy. More information on credit reporting can be found in our Credit reporting overview.