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We all agree on the importance to be able to know the status of your portfolio anytime you need it. The LMS provides a wide variety of automated and ad hoc reports. Queries and reports can be viewed on-screen, printed, converted into PDF or use for a mail merge in Word.
Here are some examples:
- Amortization schedules for term and mortgage loans
- Follow-up agenda
- Delinquency
- Monthly statements
- Collateral follow-up
- Commissions to brokers and agents
- Statement of debt
- Cashflow Forecast
- Aged Receivables
- Customizable reports
The LMS can generate over 40 reports as well as tax forms and statements (adhoc and annual). The numerous filters will enable you to better focus your queries and really get a clear view of the situation. |
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