Servicing User Reports

General


AutoPal Software has several reports designed to help make administrative processes as easy as possible. Some of these reports are specifically designed to track the actions completed by Servicing Users while inside the system. These reports are broken into two categories, the “Loan Servicing Report,” and the “Company Servicing Reports”. The “Loan Servicing Report” is specifically designed to give administrators the ability to view actions committed by users that are related to loan specific items. Conversely, the “Company Servicing Report” allows an administrator to keep track of changes made to settings, emails, and other company-wide items. They can be found in Users > Servicing.

How To

Servicing User Reports

By selecting the “Loan Servicing Reports” you will be greeted by the following window:

Loan Servicing Activity Report

The reports are generated based on two selectable criteria; the date range you wish to view, and the user. If you do not wish to generate the report for an individual user, and would rather see the results for the company as a whole, select the “All Servicers” option under the “Servicing User” menu. The results are generated once criteria have been entered, and the search options selected. The results themselves are categorized into columns for ease of reading. The breakdown of the columns are as follows:

  • Loan: This is the ID assigned to the account that was acted upon
  • Name: This column designates the name of the borrower (customer) assigned to the account
  • Collateral: This column designates collateral assigned to the account (if there is no collateral, it will remain blank).
  • Note: The note column is a system recorded item that is dependent on the action committed. The explanations are straightforward and help give you an idea of what was done.
  • Created: This column gives you an exact time and date stamp of when the item was completed (including timezone).
  • Servicer: This column gives you the name of the servicer that facilitated the change.

In addition, all of the items returned in this report are available on an individual loan basis as well by utilizing the following command string from within an account: Notes/Promises > Load System Notes.

The company servicing report is very similar in design to the “Loan Servicing Report”.

Servicing User Reports Company Servicing Reports

The report dates are assigned in the same fashion as the “Servicing User” selection. The primary difference in this report is in regards to the breakdown. The content is much the same, though there are some slight differences.

  • Date/Time: This column gives you an exact time date stamp of when the item was completed, including timezone.
  • Note: The note column is a system recorded item that is dependent on the action committed. The explanations are straightforward and help give you an idea of what was done.
  • Servicer: This column gives you the name of the servicer that facilitated the change.
  • IP Address: Due to the sensitive nature of system settings, we also provide a data-logged IP Address allowing you to review where changes originated from.

Through utilization of these reports, it becomes very easy for an administrator to manage their team’s workflow, as well as to ensure internal protocols are followed.

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