Reports are simple, easy-to-understand snapshots of your financial data. They help you quickly see important information about your loans, investments, and overall portfolio performance without having to dig through complex spreadsheets.
Key Benefits:
Quick Insights: Get instant answers to questions like "How many active loans do I have?" or "What's my portfolio's current value?"
Investor-Friendly: Access specialized reports that show your investment performance, cash balances, and returns
Loan Management: Track loan statuses, payment collections, and outstanding charges
Tax Preparation: Generate tax-related reports like 1098 and 1099 forms when tax season comes around
Available Reports Include:
Payment History
Archived Loans
Sold Loans
Investor Transactions
Liquidated Loans
Sent to Servicing
Insurance Expiration
Trust Balance
Trust Transactions
1098 Tax Report
1099 Tax Report
Loan Tape
Draw Requests
Paid Charges
Unpaid Charges
Unpaid Interest
Loan Valuations
How to Use Reports:
Simply navigate to the Reports section in your dashboard
Select the type of report you need
View the results instantly on your screen
Export or save reports for your records if needed
You can also create Custom Reports and keep them saved in the Reports section.
Reports are automatically updated with the latest data, so you always have current information at your fingertips.