Instruction progress
Which instructions are under review, approved, with the provider or confirmed, and who owns the next action?
- Loan Origination System
- Reports and analytics
Reports for the questions your team asks
Review instruction progress, provider exceptions and the evidence behind reported outcomes.
Overview×
Loan Origination System · Overview
Loan Origination System dashboard
This quarter
Application decisions in view
6Approved
3Completed
2Rejected
1Loan applications by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Draft | 45 | ||
| Under Review | 11 | 24% | |
| Approved | 2 | 18% | |
| Submitted | 1 | 50% |
Requested principal USD by status
Sample totals per stage
Questions to answer
Provider delay
Which submitted or pending instructions have waited longest since submission or passed their value date?
Counterparty context
Which requested amounts are associated with each organization and counterparty?
Evidence quality
Which provider events still need verification, and which operation effects need a person to investigate?
Account position
What do the dated provider snapshots show for principal and interest due by account?
More reports
Instruction pipeline List
Show instruction counts and requested amounts by status and organization.
Provider outcome aging List
Show submitted and pending instructions by submission and value date.
Requested amounts by counterparty Grouped
Group requested instruction amounts by organization and counterparty.
Account application outcomes List
Compare application decision status, decision dates and initial deposit amounts.
Provider movement exceptions List
Show unmatched and exceptional provider movements with their account and instruction references.
Operation effect audit List
Show receipt result states, failure reasons and effect references by parent instruction.
Evidence verification List
Show provider evidence by type, verified flag and receipt date.
Account balance snapshots List
Show principal and interest due by account and due date.
Set up Loan Origination System your way.
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