Executive and lender reporting
Reports and dashboards refresh on a schedule and tie to the ledger. Leadership gets the numbers without waiting on month-end spreadsheets.
Reports
Collections
Pace, liquidation and recovery by portfolio and channel.
Portfolio
Delinquency, roll rates, static pools and vintages.
Law-firm scorecard
Firms ranked by state, with the method written down.
Executive dashboard
One KPI page, rebuilt after each data refresh.
Investor and client reports
Recurring servicer reports in their format.
Regulatory requests
Detail tabs that tie to the totals.
Delivered in Excel, Power BI or a custom HTML reporting site. We work with any data structure. If we can get to the database in some form, we can build reports past what your front-end system allows.
Finance and lender reporting
Ledger vs servicing
Monthly reconciliation with a tolerance per check and an alert when one fails.
Borrowing base
Each certificate line rebuilt from pool data as a second check.
Fee revenue by channel
In-house, agency and attorney splits tied to the ledger.
Cash-flow forecast
Two years out, with inputs for purchases and interest rates.
Case study
A second check on lender and finance reporting. Borrowing-base lines, fee revenue and the ledger, each rebuilt and checked against the source.
A reporting database on the current system. Executives got their numbers without a platform conversion.
Related work
- Rebuilding a borrowing-base certificateEvery tested line matched within tolerance.
- Fee revenue by collection channelThe attorney channel matched the ledger within 1% in every month tested.
Talk to us
Tell us what system you're on and where the data needs to go.