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Basic Reporting |
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Applications |
Details applications received together with scheme, loan amount and current status.
Grouped by lender. |
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Applications Graph |
Bar chart showing total number of applications per month over a selected period. |
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Applications Summary |
Summary of applications received over a selected period, broken down by lender,
total number of applications and total lending. |
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Business from Broker Details |
Applications received for a selected period. Grouped by introducer and showing
current status. |
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Business from Broker Summary |
Total number of applications and total loan value. Grouped by introducer. |
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Business in Pipeline |
Current business in pipeline. Grouped by lender and showing scheme, loan type,
loan amount and current status. |
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Business in Pipeline Summary |
Current business in pipeline. Grouped by lender and showing total number of
applications, average loan amount and total loan value. |
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Completed Cases |
Completed applications for selected period. Grouped by lender and showing
completion date, scheme, loan amount and lender reference. Also shows total
number of applications and total loan value. |
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Completions Graph |
Bar chart showing total number of completions per month over a selected period. |
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Completions Summary |
Summary of completions over a selected period, broken down by lender, total number
of applications and total lending. |
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Enquiry Graph |
Bar chart showing total number of enquiries per month over a selected period. |
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Additional Reporting |
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Application to Cancelled |
Number of days taken between date of receipt of application and date cancelled.
Information is provided on individual cases, and also shows the number of lender
changes (if applicable). Also provides an average for both. This information can
be used to ensure that suitable products are selected at outset and that applications
are declined with minimal delay, where necessary. |
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Application to Completion |
Number of days taken between date of receipt of application and date completed.
Information is provided on individual cases and also shows the number of lender
changes (if applicable). Also provides an average for both. This information can
be used to ensure that suitable products are selected at outset and that applications
are completed with minimal delay. |
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Application to Offer |
Number of days taken between date of receipt of application and date that offer
is issued. Information is provided on individual cases and also shows the number
of lender changes (if applicable). Also provides an average for both. This information
can be used to ensure that suitable products are selected at outset and that applications
are offered with minimal delay. |
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Application to Submission |
Number of days taken between date of receipt of application and date submitted to
lender. Information is provided on individual cases and also shows the number of
lender changes (if applicable). Also provides an average for both. This information
can be used to ensure that suitable products are selected at outset and that applications
are submitted with minimal delay. Can be compared to Application to Offer report
to discount any delays with lenders. |
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Business in Pipeline |
Bar chart showing total pipeline, pipeline applications and pipeline offers for
selected period. Can be shown as total number of applications or total loan value. |
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Cancel Analysis |
Identifies and summarises cancellation trends. Shows number of days from application
to cancellation, client name, lender, scheme, loan amount and reason for cancellation. |
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Enquiry Analysis - Source |
Details of enquiries received and conversion rates to application. Grouped by introducer. |
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Enquiry Analysis - Salesperson |
Details of enquiries received and conversion rates to application. Grouped by salesperson. |
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Enquiry Analysis - Summary |
Summary of applications received and conversion rates to application. Grouped by
introducer. |
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Expiry Dates |
Lists current offered cases with valuation report or offer due to expire within
selected period. Ensures that these cases can be attended to and unnecessary delay
avoided. |
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Introducer Fallout |
Identifies introducers who have previously submitted business who have ceased. Selection
criteria can be adjusted to suit the user’s requirements. |
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Introducer Markets |
Produces a report of introducers who meet selected criteria for areas of the market
they are active in. Identifies key targets for product mailshots. |
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Last Actioned |
Identifies cases which have received no action since the date selected. Ensures
that no cases remain ‘inactive’ in error. |
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Net £ Per Case (Completed) |
Shows total income and expenditure due on completed cases. Grouped by lender. |
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Net £ Per Case (Details) |
Detailed version of the above. |
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Offer to Completion |
Number of days taken between date of offer and date of completion. Information is
provided on individual cases and also shows the number of lender changes (if applicable).
Also provides an average for both. This information can be used to ensure that suitable
products are selected at outset and that offers are processed to completion with
minimal delay. |
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Outstanding Fees |
Lists outstanding income due. Can be filtered by income category. |
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Performance Indicators |
Summarises application to offer, offer to completion, application to completion
performance vs targets, application to offer, offer to completion and application
to completion ratios.
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Proposed Completion Dates |
Identifies cases with confirmed completion dates. Can be used to ensure that everything
is in place in anticipation of completion. |
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Scheme Deadlines |
Provides an ‘at-a-glance’ list of pending applications affected be withdrawn product
deadlines, together with relevant dates and thus ensuring that applications are
submitted in accordance with lender's deadline dates. |
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Submission to Offer |
Number of days taken between date of submission to lender and date of offer. Information
is provided on individual cases, and also shows the number of lender changes (if
applicable). Also provides an average for both. This information can be used to
ensure that suitable products are selected at outset and also identifies lender
delays and potential training opportunities. |
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Valuer Report |
Identifies number of cases sent to different valuer firms and average time taken
to produce valuation report. Can be used to compare speed of service between alternative
firms. |
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