Point User Guide 367
Standard reports
Lender Report Tracks the amount of business by a particular lender for
expense control and revenue generation.
Lender Summary Report Displays the following:
• Lender
• Loan information
• Loan status
• General profit generated by the loan
Loan Conditions Report Reflects the current outstanding conditions along with
the status of the loan.
Loan Pipeline Report (with
Excel)
Displays the loan information, status, and milestones for
all loans in the pipeline.
Loan Rep 1st Mortgage
Pipeline Report
Identifies and tracks “first mortgage loan” production.
Loan Representative Report Displays the following:
• General loan information
• Loan representative
• Status of the loan file
Loan Status and Pipeline
Report (with Excel)
Identifies the current disposition of the loan including the
status action dates and tracks outstanding documents.
Loan Status Report Identifies the current disposition of the loan including the
status action dates.
Loan Status Report (with Excel
2007)
Displays the status for all loans in the pipeline (it is
displayed in Excel in Point). It is best used when viewed
with Excel 2007.
Loan Summary Report Reflects general information and status information about
the loan.
Pipeline Report Identifies the status and comments for loans in
production from a global perspective.
Processor Pipeline Report Identifies the status and comments for loans processed by
a particular processor.
Production Report Displays the current loans in the pipeline and their
purpose.
Profit Report from Track
Manager
Displays information that is collected from the Track
Manager that affects the office and loan officer’s profit
and/or loss.The information in this report differs from the
Yield Spread Premium Report.
Property Address Report Indicates the Address and Loan Representative
information that is associated with the loan.
Rate Lock Report Identifies the following:
• Interest rate locks
• Their expiration
• Lender or investor with whom the rate is locked
Title Report (Vendor) Tracks the amount of business by each title company for
expense control and revenue generation.
Trust Account Report Displays the debits and credits of the Trust Account for
each loan.
Underwriter Pipeline Report Identifies the status and comments on loans for a
particular underwriter.
Yield Spread Premium Report Tracks information that is collected from the
Loan
Submission
screen that affects the office and the loan
officer’s profit or loss.
Report Description
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