Point User Guide 375
Standard reports
Data
Displays a table of total and average earnings by loan officer.
Customizing
Use the dropdown arrow next to the words Loan Rep in the Title bar to remove a loan
representative from the total data calculation or to select a specific representative for
which you want to view the data.
Loan Profit Summary (Banker with Excel)
The Loan Profit Summary Report (Banker with Excel) displays several panels. Several
viewing options are available for the data in the report. You can access them through the
buttons at the top of the report. The viewing options are described on the following pages:
• Cost and Profit Summary
• Warehouse Summary
•Data
Cost and profit summary
Displays an overview of warehouse costs, units, and any gains or losses.
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