Underwriting reports

In TurnKey Lender, you can view reports on the Reports workplace. General overview of the Underwriting reports page can be found below.

Filtering panel

By default, the user can review all reports on one web page. To review any specific report, the user clicks the All Reports split button and select a corresponding report:

 

The following underwriting reports are available to the user:

  • Underwriter Monitoring

  • Overrides by Underwriters

The data in all underwriting reports can be displayed according to a certain period.
To select a period of the reports, the user should click the Last Month split button:

 

A selected period applies automatically to all underwriting reports.
The user can export the data of the risks reports to the Excel spreadsheet by clicking the Export button:

Underwriter Monitoring report

The Underwriter Monitoring report contains information allowing the user to track performance of certain employees:

 

The table of the report contains the following information:

Officer

a name of an employee with the Underwriter role

Accounts

a total number of loans that have been processed by the employee and a percentage ratio of these loans to a total number of loans in the system

Loan Amount

a total amount issued by the employee for all loans and a percentage ratio of this amount to a total amount of loans provided

Bad

a number of overdue loans processed by the employee and a percentage ratio of these overdue loans to a total number of loans processes by that employee

Overrides by Underwriters report

The Overrides by Underwriters report reflects the information on decisions made by users with the Underwriter role:

The table of the report contains the following information:

Officer

a name of an employee with the Underwriter role

High-side

loan applications automatically rejected by the system but approved by the employee

Low-side

loan applications automatically approved by the system but rejected by the employee

Approved

a total number of loans approved by the employee and a percentage ratio of these loans to a total number of approved loans in the system

Rejected

a total number of loans rejected by the employee and a percentage ratio of these loans to a total number of rejected loans in the system