Application pipeline List
Group applications by Status and sum requested principal USD by Organization.
- Loan Management System
- Reports and analytics
Reports for the questions your team asks
Read application decisions, provider effects and servicing exceptions from case records.
Overview×
Loan Management System · Overview
Loan Management System dashboard
This quarter
Servicing reviews in view
6Total revision
2,140Submitted
6Reviewed at in 14 days
3Loan applications by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Draft | 25 | ||
| Under review | 7 | 28% | |
| Approved | 2 | 29% | |
| Submitted | 1 | 50% |
Requested principal USD by status
Sample totals per stage
More reports
Credit decision history List
Show Decision, decided at, Reason and Reviewer for each parent application and source revision.
Provider confirmation watch List
List Submitted and Pending applications with provider instruction ID and value date.
Disbursement by account Grouped
Group Disbursements by Loan and loan application with Direction and amount USD.
Repayment due by account Grouped
Group repayment schedules by Loan and due date with principal due USD and interest due USD.
Repayment exceptions List
Show Repayments in Unmatched or Exception State with received USD, received at and Loan.
Servicing decision history List
Show servicing reviews by Status, Revision, decision at and outstanding principal USD.
Operation receipt exceptions List
Show operation receipts with Failed or needs review result state, failure reason and Parent.
Set up Loan Management System your way.
Start free, then use Proto to change fields, steps and approvals before your team goes live.