Year-to-Date New Loan Analysis

Basic description

This report provides information on new loans this month and this year by region and branch. New loans (number and value of loans) are shown, together with total loans in the portfolio for comparison. The presentation can either show all regions and branches, or the user can select a specific region or branch and focus in on new loans by product for the region or branch selected. Users can alter the reporting date to see a historic view of loan growth at any point in time.

Uses

This report allows comparison of loan portfolio growth between regions and branches to identify areas that are performing well or badly. Regional and branch managers can select their areas to show the current popularity of specific products or business areas (e.g. mortgages, credit cards, motor loans). By selecting a different reporting date, you can compare current loan portfolio growth with historic growth rates.

Options

You can select:-

 Whether to show the report by region/branch or by product.
 A single branch, group of branches (e.g. region), or the whole institution
 The month for the data.