What is in the pipeline?
Count applications and requested principal by status and officer.
- Trade Finance Platform
- Reports and operational decisions
Reports for the questions your team asks
Review the application pipeline, decisions, letter of credit exposure, drawings, the loan book and arrears.
Overview×
Trade Finance Platform · Overview
Trade Finance Platform dashboard
This quarter
Credit instruments in view
6Total instrument limit usd
3,290Expires at in 14 days
5Loan applications by status
How far records got this quarter
| Stage | Reached | Step | |
|---|---|---|---|
| Draft | 36 | ||
| Submitted | 18 | 50% | |
| Under review | 10 | 56% | |
| Approved | 7 | 70% |
Requested principal USD by status
Sample totals per stage
Questions to answer
How are we deciding?
Count decisions by approver and outcome, with reasons.
What is our exposure?
Total letter of credit limits by applicant and status.
From Letters of Credit
How much is drawn?
Compare drawings with each credit's limit.
What is due and what was collected?
Compare installments due with allocated repayments by loan.
Who is in arrears?
List delinquent loans with principal disbursed.
More reports
Application pipeline List
Count loan applications and total requested principal USD by Status and Owner.
Decisions by approver Grouped
Count review decisions by Reviewer, then by Decision, with reasons.
Letter of credit exposure by applicant Grouped
Total limit USD on letters of credit by Applicant, then by Status.
Drawings against limits Grouped
For each letter of credit, total credit drawings amount USD against limit USD, then each drawing by bank decision.
Letters of credit expiring List
List Issued and Amended letters of credit by expires at.
Loan book by status List
Total approved principal USD and principal disbursed USD on loan accounts by Status.
Installments due against collected Grouped
For each loan, compare repayment schedules principal, interest and fee due with repayment allocations, by due date.
Delinquent loans List
List Delinquent loan accounts with principal disbursed and the oldest unpaid installment.
Servicing changes List
Count loan changes by change type and effective date month.
Operation exceptions List
List operation receipts in Pending, Failed or needs review by Action with failure reason.
Set up Trade Finance Platform your way.
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