Loan Officer Scorecard
Loan Tree Slicer
Loan Officer Disbursements
Loan Officer PAR Analysis
Loan Officer Product Analysis
The performance of your loan officers is crucial to the growth of your organisation, so we have created a new report to help you monitor their product performance.
Your loan officer’s key responsibilities are likely to include:
- Representing your brand in their interactions with your clients
- Advising clients on the products that best match their requirements
- Assessing whether the client can meet their repayment obligations
The Loan Officer Product Analysis report summarises, for each loan officer, their date of joining, number of months onboard and their total loan portfolio.
It then sorts by product: a breakdown of their loan portfolio including the number of clients per product, the total amount by product and the delinquency amount by product.
The report is filterable by region and branch, enabling you to analyse the performance of your organisation by location.