Basic - Loan Applications for the Period

The loan applications for the period report provides information on all received loan applications for the period, with the final status and reason for rejection if declined.

Using the report, you can identify and maintain statistics on Rejected and Approved applications for loan issuance.

To generate the report, go to "Report" - "Basic" - "Loan Applications for the Period", specify the report generation period and click the "Generate" button. Then select from the list of generated reports and download it to your PC.

The report can also be generated by a specific application status. Report example:

• The "№" field displays the sequential number in the report list.

• The "Region" field displays the name of the region where the loan was opened. When filling out the Branch directory, the Region is specified.

• The "Branch" field displays the name of the branch where the loan was opened. An organization may have several branches, accordingly, the report will include the branch where the loan was opened. A branch is a grouping of departments by their geographical proximity to each other. This information is displayed in the "Contract" - "Request" section. Let me explain with an example: An organization has 3 loan issuance points in the city of Odintsovo. The city of Odintsovo will be the branch, and the 3 issuance points located in Odintsovo will be departments.

• The "Department" field displays the name of the department where the loan was issued. An organization may have several departments, accordingly, the report will include the department where the loan was opened. In the program, any issuance point is considered a department. This information is displayed in the "Contract" - "Request" section.

• The "Creation Date" field displays information about the date when the loan application was created.

• The "Loan Application" field displays information about the unique loan application number.

• The "Client" field displays personal information about the borrower - the client's full name. This information is displayed in the "Applications" - "Personal Information" section.

• The "Requested Amount" field displays information about the loan amount in the application.

• The "Status (as of end date)" field displays the application status.

• The "Status Date" field indicates the status date.

• The "Processing Status (as of end date)" field displays information about the intermediate processing status of the application.

• The "Processing Status Date" field displays the date of the application processing status.

• The "Type of Activity" field indicates information about the borrower's type of activity. This information is displayed in the "Application" - "Request" section.

• The "Reason for Rejection" field displays information about the reason for rejection.

• The "How Did You Hear About Us" field displays information about how you heard about us. This information is displayed in the "Client" - "Service Information" section.

• The "Comment" field displays the comment on the application.

• The "Client Manager" field pulls information about the last employee specified in the client monitoring. The data can be viewed in the client profile in the "Client" - "Service Information" section.