Tracking Quotas & Projections: During the streamlined implementation of this system (the implementation process can be completed in as little as 45 minutes), you set up the names and terminology your organization uses. LendingCycle summarizes all submitted data based on that terminology and allows you to enter projections and track quotas per user. The system then offers the ability to graphically view a variety of metrics including performance of users, groups, products, loan types, trends, and many other variables. All of this analysis is available in a real-time environment! 

All graphs are exportable and analysis information is available in the many PDF reports offered within LendingCycle!

Variable User Roles : LendingCycle has predefined roles for different users to maximize their efforts. Lenders get the tools that they need to manage customers and cross sell. Processing and underwriting users get a version that helps them analyze, find issues, and manage the collection of needed items. Management users receive “at a glance” summary information and graphs, as well as presorted summaries and Lender performance data. These roles operate in a “rights and privileges” structure that allows Users to see only what Management wants them to see.

From multi-layer user grouping to quota management, this system can be altered allowing you to manage as needed. 

PDF Reports: This system includes dozens of PDF Reports that are generated from live data giving you real-time information, such as:

• Analysis Overview
• Funding Reports
• Pipe Line Overview
• Deal Overview Sheets
• Trend Analysis
• Lender Deal List & Analysis
• Per Lender Performance Overview
• Individual Customer Lists
• Organization Customer Lists
• Per Individual Deal List & Analysis
• Per Organization Deal List & Analysis