Loans Balances/Rate Trends

Basic description

This report presents four charts showing for the current month:-

• Average new loan size vs. the number of new loans
• Average total loan size vs. the number of total loans
• Total amount of new loans vs. their weighted average rate
• Total loans vs. their weighted average rate

Uses

Use this report to determine:

• Which products are performing well or badly? In which regions or branches?
• Which products are increasing their weighted average rate?
• How is the average loan size changing for specific products, groups or products, branches and regions?
• How do various factors interact? For example, does an increase in average loan size correlate with a reduction in the number of new loans?  Has a higher average rate resulted in a reduction in volume?

Options

You can select:-

• A single branch, group of branches (e.g. region), or the whole institution
• A product, group of products (up to two levels of grouping) or the whole portfolio