Advanced reporting features - Lender Software

Periodical Reports		You can set your own reporting requirements, run off today’s business or business over certain periods. Customizable parameters include numbers of completions or offers, processed by region, broke or group etc.
Pipeline reports		The reporting system can add many different reports including financial, pipeline, profit/loss.
Management Reports		Daily, weekly, monthly, annual and date range reports that show you your prospects, live clients, completions, not proceeding, cancelled and lapsed business. You can also see how much business individual staff or departments are processing. Find out how many cases are at a certain stage or who are your best performing staff, brokers and introducer's, and how are they affecting your profit and loss levels?
Dashboard Reports		We can set up dashboards which act as reports and a search mechanism. They can create reports for different departments that show new business, sales activity, and even items such as compliance check lists. Dashboards can be used to report on virtually anything that shows a process. The can be presented in both itemised, summary and graphical formats.
Multiple Outputs		You can view the output using a multitude of methods including screen preview mode, Excel, CSV, HTML, XML and SYLK.
Fast Report Engine		Built-in to the system, it can handle all your reporting needs. Reports can be created in minutes that traditionally took hours or even days.