Lender Demo: Reporting

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Lender Reports

To view your reports click on the Report tab on the top and select one of the choices from the Report Options:
View loan request report
View payment report
Preview application types

View Application Request Report

This report shows all the Purchased Leads.
To view a report of another range of dates, select the date from the green table on the top left side of the screen and click on the Refresh button. Return to Report option will take you back to the home page of the report section. The table contains three colors of the lender Fee display:
Red is used for uncharged fees
Blue is used for credit fees
Green used is for charged fees

View Loan Payment Report

This report summarizes the loan transaction activities and its fees. These fees are also known as the lead fees or the loan request fees.
To view a report of another range of dates, select the date range from the green table on the top left side of the screen.

View Application Types

This report lists all the loan types in your selected criteria. It allows you to preview each loan type by clicking on the Preview link on the right column. Return to Report option will take you back to the home page of the report section.

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