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Minute Lender reports

The Reports page in the management portal lists every report available to your financial institution. Use this guide to find the right report for what you need to know. 

Note: To see the Reports page, you need the right permissions in the management portal. 

How the Reports page is organized

The page has three sections:

  • Global Reports at the top cover your whole program.
  • Business Minute Lender holds reports for your business loans.
  • Minute Lender holds the same reports for your consumer loans.

The business and consumer sections are each split into the same groups: Branch Reports, Audit Reports, Loan Reports and Marketing. The only difference is that the Portfolio Status Report is in the business section only.

 

Best practices for accurate numbers

  • Use the same date range in every report you compare.
  • Check which site or product is selected before you run a report. Menus and filters show the product name your financial institution uses.
  • Reports use the daily data file uploaded that morning.
  • The "Open and active" filter leaves out closed and charged off loans.
  • For a record of a single loan, use the Activity Archive instead of a report.

Global Reports

  • Quick Statistics: Registrations and applications for your site. Start here for an overview of how your program is doing.
  • 1071 Audit: All data collected for Section 1071 on business loans.
  • Billing: Completed loans for the previous month, used for billing.
  • Credit Monitoring: A list of current credit monitoring entries.
  • Search Failures: Applications where a search failed, with the search details and error messages.

Branch Reports

These help your team follow up with applicants.

  • Abandoned Report: Applications that were started but not finished, by date range. Useful if your team calls applicants to help them finish.
  • Application Status Report: Where each application stands.

Audit Reports

These help with compliance reviews and with who did what task.

  • Adverse Actions Detail: Details of each adverse action that was sent.
  • Credit Underwriting Audit: Every change made to your credit underwriting settings.
  • Loan Report Detail by Loan: Loan details, one loan at a time.
  • Non-Digital Loans Report: Renewal loans handled outside the digital process, within a date range.
  • Registration Only: People who registered but never started an application.
  • User List Detail: An activity log for each portal user.
  • User Permission Audit: Every change made to user permissions.

Loan Reports

These show what is in your loan portfolio.

  • Credit Activity Detail: Each credit completion and cancellation. Useful for counting approvals in a date range.
  • Loan Renewal Report: Each loan renewal and its outcome.
  • Loan Reviews: Loans that have been reviewed, with the new credit score.
  • Loan Stratification by Rate: Your loans grouped by interest rate.
  • Loan Stratification by Credit Score: Your loans grouped by credit score.
  • Portfolio Status Report: Loan status, with deposit and credit score activity. This report is for business loans only.

Marketing

  • Source of Business: How applicants answered "How did you hear about us?" when they registered. Useful for seeing which marketing brings people in.

To find a single loan record, see Using the Activity Archive.