Document Assignments |
List of documents, and which groups they are assigned to. |
Document Cross Reference |
Documents assigned investors, counterparties, and trades. Optionally, the report can also shows documents assigned to individual loans within the Document Tracking system. |
Document Group Assignment |
All document groups, detailing documents assigned to each. |
Document Processing Analysis |
Analysis of start-to-finish times for documents. Calculates average, minimum, maximum processing days.
This report can be easily converted to a monthly or weekly efficiency report by restricting the starting and ending dates being included. |
Loan Delivery Shipping Schedule |
Shipping schedule for all designated trades not yet settled. |
User Document Processing Analysis |
Analysis of start-to-finish times for documents. Calculates average, minimum, maximum processing days.
This report can be easily converted to a monthly or weekly efficiency report by restricting the starting and ending dates being included. |