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Using Loan-Level Reports

Table of Contents


Audience: Loan Servicers or Collectors, Loan Servicing/Collections Managers


Loan reports are found within a specific loan. For example, say you want to see how much interest a borrower has been paying and the details on their payments. Within that loan's page, you will be able to use loan reports to check up on past due payments and interest payments.

Different Types of Loan Reports

Calculated Reports

Whereas other reports simply pull data from a loan, calculated reports use the data to generate new information. There are four different types of calculated reports:

  • Past Due Table – The past due report table helps you be aware of how many days they are past due on a payment. This report can help you know the amount they've missed and the date when they missed their payment. It will also tell you the number of days past due they are, their last payments and their most recent ones.
  • Calculated Account History – The calculated account history gives daily loan data for a date range you can specify. It will inform you about their principal balance and interest, as well as fees and the amount past due. The calculated account history uses the numbers as they currently exist on a loan to calculate what the numbers would have been in the past.
  • Accrued Interest Report – The accrued interest report informs you of how much interest they have been paying. Using this report, you will be able to calculate their total interest and see the history of their interest payments. You can select a date range and the report will calculate how much interest has increased or decreased in that amount of time. This helps when you need to know how much interest they have to pay on their loan.
  • Delinquency History Table – This report shows what caused delinquency on an account, meaning the borrower missed a payment. If that happens, LoanPro then puts their account on delinquency. The table reviews missed payments and past due dates to show how long an account has been delinquent.

Other Types of Loan Reports

LoanPro has four other loan reports that are different than calculated reports. Rather than calculating new information, these others simply pull data from a loan.

  • Admin Stats Report – This report shows how much interest they've collected, the percentage paid off, and their remaining principal balance. It is useful because it shows how much they've paid off and how much they have left.
  • Delinquency Report – This report shows a review on a borrower's delinquency, such as whether their loan is open, their next due date and their next payment amount. This will help you determine what they need to do next and review their transaction history and the reasoning for delinquency. It will state if they've missed a payment and review the changed due date, late fees, and schedule rolls.
  • Daily Snapshot – The Daily Snapshot shows daily loan data as it actually existed on the account by taking a snapshot of the data each day. It includes fields like loan status, credit status, days and amount past due, and principal balance.
  • Transactions Report – The transactions report will give you a review on their entire loan. You will be able to see their past payments and their future ones. It gives you a breakdown on their loan and the amount of interest and fees they have paid.

What's Next?

Now that you know more about reports for individual loans, you may want to check out our article on Using Tenant-Level Reports

Written by Jackson Stone

Updated on May 31st, 2024

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