Reports

Click on the Reports drop down arrow that is located on the top black menu bar.

Funded & Settled Loans

Click on the Funded & Settled Loans to open the Funded & Settled Loans screen.

Select the From and To date by clicking on the drop-down arrows.

When generating the report(It might take a few minutes) a Summary of the report will show on the screen.

Click on the green Download CSV button to download a PDF Excel spreadsheet of the report.

The Excel spreadsheet contain:

Click on Originator Performance toe open the screen.

Select the From and To date by clicking on the drop-down arrows.

When generating the report(It might take a few minutes) a Summary of the report will show on the screen.

Choose the preferred toggle.

When generating the report(It might take a few minutes) a Summary of the report will show on the screen.

Click on the green Online Report - See example.

Click on the green Download CSV button to download a PDF Excel spreadsheet of the report.

The Excel spreadsheet contain:

Originator Performance Online Report example.

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