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Reports
Point contains predefined report and marketing document templates that are geared
towards simplifying your business needs and increasing your bottom line. You can also
create custom templates that meet your exact specifications.
Because it is possible to design custom reports and marketing documents, you decide
both the report format and the data to include.
The Point report feature is comprised of two functions:
• Designing report templates
• Using the templates to generate reports
To view, create, and modify templates, use the Templates tab on the navigation panel. To
generate reports and marketing documents, use the Reports & Marketing tab.
The key to effective reports is the concurrent use of the tracking screens, especially loan
status tracking.
Point offers several tools for streamlining your workflow. You can use most of these tools
used in both borrower and prospect files. Point helps you accomplish the following:
• Communicate with contacts
• Schedule calls and meetings
• Document conversations
• Track prospects
• Generate a variety of reports
• Generate custom letters
• Prequalify borrowers with a variety of comparisons and calculations
Standard reports
The Report & Marketing template files are divided into Report files and Marketing
documents.
Report templates
Use the predefined reports that are included in Point to track loans, report outstanding or
late documents, summarize vendor information, print mailing labels, send form letters or e-
mails, and much more.
In this topic
• Standard reports
• Creating custom reports
• Manipulating report output
Related information
For more information about using the tracking screens, see Loan status
tracking, on page214.
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