The Reports feature in CRF Exchange offers users a streamlined way to create and export detailed reports related to loans. Whether you need an in-depth view of loan performance or a flexible data set for external use, the Reports feature simplifies the process, making it easier than ever to access and utilize critical loan information.
This functionality supports four export options: Loan Report, Event Report, Pipeline Report, and Performance Snapshot. Follow the steps below for a detailed guide on what each export entails and how to pull them.
1. After logging into your CRF Exchange account, click on the “Reports” tab on the left-hand side bar.
2. Once in the “Reports” tab, you will be able to view all of your generated reports, the report type, when the report was generated, who generated the report, and the status of the report.
Under the "Actions" column all the way to the right, you'll be able to:
Use the magnifying glass to view the selected parameters (i.e. date range) of a report
Use the copy and paste icon to duplicate a report
Use the download icon to export a report to a CSV file
Use the trash can to permanently delete a report
3. To create a new report, click on the “Create New Report” button in the upper righthand corner.
4. Once you click on the “Create New Report” button, the below popup will show on your screen. To begin creating a new report, enter the “Report Name” by typing it in the field.
5. Click into the "Program" dropdown and select which Program you want to run the Report for.
6. The "Include Private Metadata?" toggle gives you the option of including Private Metadata within your Report, which means there will be Personally Identifiable Information (e.g. Business Name, Address, etc.) available in your export if you turn the toggle on.
If you leave the toggle off, the Report will only show de-identified data (e.g. loan number, funded amount, etc.).
7. Using the “Report Type” dropdown, you will be able to select what kind of Report you want to run.
Event Reports
8. The Event Report will pull a report of all servicing events associated with the enrolled loans in a selected Program within a certain timeframe.
Under "Date Created Range", use the "Start" and "End" date pickers to select the Date Range you want the report to include data for.
NOTE: The Event Report pulls servicing event data based on when those events were reported in the Exchange. Keep this in mind when you select the Date Range for the report.
Loan Reports
9. The Loan Report will pull a report of all the enrolled loans in a selected Program within a certain timeframe.
Under "Date Enrolled Range", use the "Start" and "End" date pickers to select the Date Range you want the report to include data for.
NOTE: The Loan Report pulls in loans based on the Effective Enrollment Date that is set by the Buyer when they are approved/accepted in the Exchange. Keep this in mind when you select the Date Range for the Report.
Pipeline Reports
10. The Pipeline Report will produce a point-in-time Report of all loans that are currently moving through the approval process in a given Program.
Use the "Sale Statuses" dropdown to filter for what stages of the enrollment process you want included in the Report.
NOTE: The "Review Requested" and "Pre-Approved" statuses are only applicable to Programs with two-stage approval processes.
Performance Snapshots
11. The Performance Snapshot acts as a hybrid of the Loan and Event Reports, pulling a snapshot of the balances across the enrolled loans in a given Program.
The Snapshot will pull in data based on the date entered in the "As Of Date" date picker.
12. Use the "Balance Update Fields" dropdown to cherry-pick which balance data you want included in the Snapshot (e.g. Unpaid Principal Ending Balance, Payment Amount, etc.)
NOTE: The Performance Snapshot is only available for Loan Guarantee programs.
Report Generation
13. Once you click the “Create” button to finalize the Report, it will start generating in 3 different stages:
Pending: Data is being gathered. You can cancel the generation by clicking on the red clock icon under the “Actions” column.
Completed: The Report has successfully been generated. You can click on the download icon under the “Actions” column to download the report.
Empty: The Report has finished generating, but there was no data to pull in based on the parameters that were selected.