#814 portfolio analysis
Managers, administrators and funders often ask for a report showing the condition of the lending portfolio in total. This supplement provides an easy-to-read report that reflects loans that are current, those delinquent 1-30 days, 31-60, 61-90 days, and so forth. The report shows the number of loans falling within each category, along with the loan balances for those loans. A calculation is provided indicating the percentage of the total portfolio for each category.
The validity of the report depends on accurate "next payment due" dates being recorded when loan activity is posted, as well as the loan's status as recorded in the Loan Master file. There are specific categories on the report for loans with the status of delinquent, default, and write-off. The report will recognize the status of the loan as it is when the report is generated.
The validity of the report depends on accurate "next payment due" dates being recorded when loan activity is posted, as well as the loan's status as recorded in the Loan Master file. There are specific categories on the report for loans with the status of delinquent, default, and write-off. The report will recognize the status of the loan as it is when the report is generated.
costs
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# Licensed Users
1 - 2 Users
3 - 4 Users
5+ Users
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Purchase Price
$200.00
$250.00
$310.00
|
Annual License/Maintenance
$30.00
$37.50
$46.50
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